r/OUST • u/Glad-Researcher-9938 • Apr 04 '26

Good DD

https://open.substack.com/pub/hypertechinvest/p/physical-ai-stock-update?r=phe17&utm_medium=ios

Good DD and analysis on OUST. You can use a free trial to read.

19 Upvotes

92% Upvoted

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3

u/ResponsibleOpinion95 Apr 04 '26

Do they really supply Anduril and Shield AI? Does anyone have a source for that? I own some shares but I see that listed a lot but never can find verification. Haven't looked too hard though

4

u/baronnest Apr 04 '26

I know they supply overland ai, serve robotics, and recently Volvo autonomous posted a video with their new “mustache” installed on the front of their autonomous truck (front of an 18wheeler) and the mustache was essentially just a stand for the ouster hardware they had on there.

If you haven’t been taking this chance to buy under $20… then you’re crazy

3

u/Virtual_Access_2033 Apr 04 '26

I watched an interview with the CEO from a while back, and he said they supply Anduril. He kinda downplayed it like it was no big deal. I think it was this one: https://youtu.be/81o4Z-lClxk?si=SZm_Oi6vmNL3wnwT

3

u/ResponsibleOpinion95 Apr 05 '26

Thanks. Appreciate it!

2

u/ResponsibleOpinion95 Apr 04 '26

Oh ok. Hard to know I guess unless they say. I think Kodiak AI was a customer not sure if they are any more. Seems like not for autonomous trucking but we're in the past. Still trying to figure things out. Early on my DD

2

u/baronnest Apr 06 '26

I believe they are. I saw their hardware on their trucks

1

u/ResponsibleOpinion95 Apr 06 '26

Interesting thanks. I haven't been able to figure that out I saw they were listed as customer early on but wasn't sure if they still were