Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Signup now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/Z11FMb65fJY.

LiDAR stocks aren't looking very good after eight LiDAR companies went public using the SPAC method. One has already gone bankrupt - Quanergy - but Hesai Group has taken their place. This Chinese LiDAR firm pursued the traditional listing method, but there's a much bigger question to ask here. Does investing in LiDAR stocks make sense in the first place? Of the remaining LiDAR stocks out there, Luminar is the biggest, but they're selling stuff for less than it costs to produce. As for Ouster stock and Velodyne stock, there's now merged into a single entity which doesn't appear overly compelling. We'll probably want to wait until next year to see if the synergies result in a LiDAR stock worth looking at. As for Cepton stock, Aeva stock, Aeye stock, and Innoviz stock, all these companies need to focus on selling LiDAR solutions for more than they cost to produce, and at meaningful quantities of $10 million per year or more.

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