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.RCI · Robotaxi Confidence Index 63.2 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.9 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.2 ▼ +0.1 Baidu Apollo GoCN 87.6 ▲ +3.2 WaymoUS 87.3 ▼ -0.2 Pony.aiCN 80.5 ▲ +1.3 WeRideCN 77.2 ▲ +4.8 NeolixCN 73.6 ▲ +6.3 Starship TechnologiesEE 66.6 ▼ -0.4 TeslaUS 65.7 ▲ +1.2 Didi Autonomous DrivingCN 62.8 ▼ -4.2 Cao Cao MobilityCN 59.9 ▲ +12.5 May MobilityUS 57.1 ▼ -0.7 Serve RoboticsUS 55.7 ▼ -10.3 KodiakUS 55.3 ▼ -4.7 Applied IntuitionUS 54.3 ▼ -3.4 CocoUS 54.0 ▼ -0.4 MeituanCN 53.6 ▲ +0.1 XPengCN 53.5 ▼ -9.8 MomentaCN 53.5 ▼ -0.8 MobileyeIL 53.3 ▲ +4.0 ZooxUS 52.0 ▼ -2.1 AuroraUS 48.0 ▼ -3.3 DeepRoute.aiCN 47.9 ▼ -3.8 DoorDash DotUS 47.9 ▼ -0.8 Bot AutoUS 44.4 ▲ +2.5 VerneHR 42.9 ▼ -0.8 Avride PodUS 40.0 ▼ -0.4 WaabiCA 38.0 ▼ -0.8 Volvo Autonomous SolutionsSE 35.3 ▼ -3.1 AvrideUS 34.5 ▼ -1.9 MotionalUS 32.7 ▼ -0.1 WayveGB 31.4 ▼ -0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 Tensor AutoUS 28.8 ▲ +4.7 AutobrainsIL 22.6 ▼ -0.1 NuroUS 22.2 ▲ +0.5 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.7 HUMAINSA 3.1 ▼ -0.6 .RCI · Robotaxi Confidence Index 63.2 ▲ +0.1 .ADLCI · Autonomous Driving Licensing Confidence Index 43.9 – 0.0 .ATCI · Autonomous Trucks Confidence Index 40.8 ▼ +0.2 .DCI · Delivery Bots Confidence Index 58.2 ▼ +0.1 Baidu Apollo GoCN 87.6 ▲ +3.2 WaymoUS 87.3 ▼ -0.2 Pony.aiCN 80.5 ▲ +1.3 WeRideCN 77.2 ▲ +4.8 NeolixCN 73.6 ▲ +6.3 Starship TechnologiesEE 66.6 ▼ -0.4 TeslaUS 65.7 ▲ +1.2 Didi Autonomous DrivingCN 62.8 ▼ -4.2 Cao Cao MobilityCN 59.9 ▲ +12.5 May MobilityUS 57.1 ▼ -0.7 Serve RoboticsUS 55.7 ▼ -10.3 KodiakUS 55.3 ▼ -4.7 Applied IntuitionUS 54.3 ▼ -3.4 CocoUS 54.0 ▼ -0.4 MeituanCN 53.6 ▲ +0.1 XPengCN 53.5 ▼ -9.8 MomentaCN 53.5 ▼ -0.8 MobileyeIL 53.3 ▲ +4.0 ZooxUS 52.0 ▼ -2.1 AuroraUS 48.0 ▼ -3.3 DeepRoute.aiCN 47.9 ▼ -3.8 DoorDash DotUS 47.9 ▼ -0.8 Bot AutoUS 44.4 ▲ +2.5 VerneHR 42.9 ▼ -0.8 Avride PodUS 40.0 ▼ -0.4 WaabiCA 38.0 ▼ -0.8 Volvo Autonomous SolutionsSE 35.3 ▼ -3.1 AvrideUS 34.5 ▼ -1.9 MotionalUS 32.7 ▼ -0.1 WayveGB 31.4 ▼ -0.8 TorcUS 31.3 – 0.0 MOIA AmericaDE 30.9 ▼ -1.5 Tensor AutoUS 28.8 ▲ +4.7 AutobrainsIL 22.6 ▼ -0.1 NuroUS 22.2 ▲ +0.5 Stack AVUS 21.7 – 0.0 Helm.aiUS 19.3 – 0.0 PlusAIUS 17.3 ▲ +0.7 HUMAINSA 3.1 ▼ -0.6
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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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