Ouster (OUST) deep dive — the lidar "eyes" of the robotics perception layer | Jul 7, 2026
Ouster (Nasdaq: OUST) sits at Layer 1 of the robotics stack — perception and sensing. It makes digital lidar, the chip-based sensors that let robots, self-driving cars, drones, and smart-city traffic systems build a live 3D map of the world and measure exactly how far away everything is. In this deep dive, analyst Elena Vance and curious investor Theo Brooks explain what Ouster actually does, why "picks and shovels" sensing is a different bet from owning a humanoid maker, and where the company fits in the physical-AI story. The bull case: revenue up about 49% year over year (Q1 2026 ~$48.6M)…
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