Ouster positions itself as a pioneer in Physical AI

Ouster (OUST) remains a hidden gem for me as it transitions from a hardware and platform provider to a player in the megatrend of Physical AI. The fourth quarter again delivered a record in shipments with over 8,100 digital LiDAR sensors, which, in conjunction with software solutions like Gemini or BlueCity and proprietary AI models, enable intelligent traffic monitoring, people counting, and logistics. 15% of the delivered sensors are already linked with software, where bookings last year more than doubled with an increase of 120%. The product...