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WaymoUS 81.7 ▲ +2.9 Baidu Apollo GoCN 80.7 ▲ +0.7 NeolixCN 77.5 ▼ -3.0 Starship TechnologiesEE 75.9 ▲ +9.3 Serve RoboticsUS 61.8 ▲ +2.9 Pony.aiCN 61.1 ▲ +2.0 WeRideCN 56.4 ▼ -1.8 Applied IntuitionUS 54.4 ▲ +10.1 CocoUS 48.5 ▲ +3.7 KodiakUS 47.4 ▼ -2.9 AuroraUS 42.1 ▼ -0.2 DeepRoute.aiCN 41.5 ▲ +0.7 TeslaUS 40.5 ▼ -1.0 ZooxUS 33.9 – 0.0 DoorDash DotUS 33.1 ▲ +3.4 Bot AutoUS 33.0 ▼ -2.4 May MobilityUS 32.0 ▼ -1.5 MotionalUS 31.6 ▼ -0.3 Cao Cao MobilityCN 30.8 ▲ +10.7 Volvo Autonomous SolutionsSE 30.6 ▼ -0.8 MobileyeIL 29.9 ▲ +1.1 AvrideUS 29.6 ▲ +2.9 TorcUS 27.7 – 0.0 MOIA AmericaDE 26.6 ▲ +6.4 WayveGB 26.2 ▼ -0.8 MomentaCN 25.8 ▲ +0.8 Didi Autonomous DrivingCN 24.1 ▲ +0.6 WaabiCA 23.2 ▲ +1.9 XPengCN 22.8 ▼ -0.3 MeituanCN 22.7 ▼ -1.8 AutobrainsIL 21.6 ▲ +0.2 Avride PodUS 21.1 ▼ -7.6 NuroUS 20.7 ▼ -1.1 VerneHR 17.9 ▼ -4.7 Helm.aiUS 17.9 ▲ +0.2 Stack AVUS 17.2 ▲ +2.7 PlusAIUS 14.3 ▼ -0.2 Tensor AutoUS 13.9 ▼ -1.0 HUMAINSA 2.1 – 0.0 WaymoUS 81.7 ▲ +2.9 Baidu Apollo GoCN 80.7 ▲ +0.7 NeolixCN 77.5 ▼ -3.0 Starship TechnologiesEE 75.9 ▲ +9.3 Serve RoboticsUS 61.8 ▲ +2.9 Pony.aiCN 61.1 ▲ +2.0 WeRideCN 56.4 ▼ -1.8 Applied IntuitionUS 54.4 ▲ +10.1 CocoUS 48.5 ▲ +3.7 KodiakUS 47.4 ▼ -2.9 AuroraUS 42.1 ▼ -0.2 DeepRoute.aiCN 41.5 ▲ +0.7 TeslaUS 40.5 ▼ -1.0 ZooxUS 33.9 – 0.0 DoorDash DotUS 33.1 ▲ +3.4 Bot AutoUS 33.0 ▼ -2.4 May MobilityUS 32.0 ▼ -1.5 MotionalUS 31.6 ▼ -0.3 Cao Cao MobilityCN 30.8 ▲ +10.7 Volvo Autonomous SolutionsSE 30.6 ▼ -0.8 MobileyeIL 29.9 ▲ +1.1 AvrideUS 29.6 ▲ +2.9 TorcUS 27.7 – 0.0 MOIA AmericaDE 26.6 ▲ +6.4 WayveGB 26.2 ▼ -0.8 MomentaCN 25.8 ▲ +0.8 Didi Autonomous DrivingCN 24.1 ▲ +0.6 WaabiCA 23.2 ▲ +1.9 XPengCN 22.8 ▼ -0.3 MeituanCN 22.7 ▼ -1.8 AutobrainsIL 21.6 ▲ +0.2 Avride PodUS 21.1 ▼ -7.6 NuroUS 20.7 ▼ -1.1 VerneHR 17.9 ▼ -4.7 Helm.aiUS 17.9 ▲ +0.2 Stack AVUS 17.2 ▲ +2.7 PlusAIUS 14.3 ▼ -0.2 Tensor AutoUS 13.9 ▼ -1.0 HUMAINSA 2.1 – 0.0
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LiDAR Measures the Truth of the World - The Road to Autonomy

LiDAR Measures the Truth of the World

Angus Pacala, Co-Founder and CEO, Ouster joined Grayson Brulte to discuss the launch of the native color REV8 LiDAR and how Ouster is positioning itself as the foundational sensing and perception layer for the physical AI economy.

The LiDAR industry is currently undergoing a continual thinning out as the market shakes out and separates companies with strong marketing from those with high-quality, safety-critical products. Ouster has distinguished themselves by developing their own in-house custom silicon that delivers performance improvements historically seen in the broader semiconductor industry.

The introduction of native color, developed through partnerships with Fujifilm and DxOMark, provides roboticists with synchronized color and depth, allowing for better perception in fields such as agriculture and urban navigation, where sensing the state of a stoplight or the color of a plant is essential for autonomous decision-making.

With Ouster’s recent acquisition of StereoLabs, the company has further expanded its reach into the humanoid and short-range robotics markets, offering a unified sensing platform that covers everything from long-range LiDAR to high-detail stereo vision.

As Physical AI continues to accelerate, Ouster aims to be the sensing company for the autonomy economy.

Episode Chapters

  • 0:00 AUTNMY AI
  • 0:36 Changing LiDAR Industry
  • 03:56 Introducing REV8
  • 13:42 Building Trust with Safety-Critical LiDAR
  • 17:53 Why Custom Silicon is Ouster’s Moat
  • 25:33 Color Science Behind REV8
  • 33:28 Can Color LiDAR Replace Cameras?
  • 36:36 StereoLabs Acquisition
  • 40:07 Ouster as a Sensing Company
  • 49:46 Defense Applications
  • 52:14 Future of Ouster
The future is bright. The future is autonomous. The future is The Road to Autonomy.

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