Got assigned on my $OUST CSP last week. $OUST is now a 0.82% position for me. I see the top 3 lidar engineering team with Hesai, Waymo, and Ouster. With Hesai being headquartered in mainland China and Waymo being mostly internal usage, Ouster has a good chance in many markets with superior product even with higher pricing. Here they are expanding in Korea, a hotbed for industrial and manufacturing robots.
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