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Thursday, January 14, 2021

Keeping it REALLY Simple.

 Benchmark --- LAZR  -- Upstart LiDAR company.

Approximate Valuation: 10 Billion. (MicroVision's LiDAR is better)

At the same value: 10 Billion / 152 Million = $66



I consider the near eye display to be worth MORE than the LiDAR -- it certainly I think will be at least as widely used. Now that we have a value for LiDAR, I'm significantly adjusting my guess on NED -- I'm keeping my guess simple.

Market Fear Of Missing Out (FOMO) is likely more important than fundamentals... And the fundamentals here are REALLY good.

Give it a comparable valuation:

$66 + $66 = $132


Review previous Value Posts

Value LiDAR

The Beats Exercise 

Near Eye Display

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