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The Nerves — Sensors & Perception · The Embodied Stack — Robotics

OUST

Ouster Inc.
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Digital flash LiDAR — the LiDAR consolidator after the 2023-24 SPAC wreck

What they do

Survivor of the LiDAR SPAC carnage. Merged with Velodyne in 2023, became the largest US-listed LiDAR company by revenue. Sells to industrial automation (robotaxis like Motional, smart-city infrastructure), trucking (Embark legacy), warehouse robots, security/perimeter. Less auto-OEM dependent than competitors.