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
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