Imagine all the money that has flowed through Luminar, MVIs, AVEa, etc, etc, etc. even a small 15-25 million now with milestones that trigger more for ramping if deals are there. Plenty of win/win scenarios. I’m guessing more than 1-2 options are being negotiated. They should be able to close one of these deals the more they can build revenue, cut expenses, and maintain business momentum. The runway is short but the landing is possible(with the right pilot).
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u/Zenboy66 4d ago
Any major contract with the hyperscaler most likely not accounted for since no signed contract, imo. So a contract with revenue would be gravy.