Report
John Roy, Ph.D

Co-Founder: EVs Will Move Profit Pools into the Sweet Spot of AEye's Tech and Business Model

On June 22, 2023, we held a fireside chat with AEye’s Co-Founder, EVP, and Chief Strategy Officer Jordan Greene. This report contains a transcript of the conversation, which can be accessed on demand in our full report or on our website. Greene made the case that EVs will see profit pools move to software and additional features as most OEMs are getting much of the EVs from the same suppliers—cutting into differentiation. Greene sees LiDAR as one of the foundational technologies for a safer car... AEye has two distinct advantages: its technology and its business model...
Underlying
AEYE INC

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Water Tower Research
Water Tower Research

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Analysts
John Roy, Ph.D

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