The Best of r/MVIS Meta Thread v2
This is v2, as the first version is now archived which can be found in this link
From the moderators and long time longs of r/MVIS, we thought it might be handy for our new guests interested in Due Diligence if we collected some of this community's finest work and presented an easy portal to it.
#TOP $MVIS DD THREADS
| Thread Name | Description | # comments |
|---|---|---|
| DD for New Investors | Crash Course in MVIS Technology | 28 |
| Microvision DD Video | Video Crash Course in MVIS in General by thestocksocks | 49 |
| [Hololens 2 Teardown by u/s2upid:](https://www.reddit.com/r/MVIS/comments/gm1i2f/hololens_2_teardown_the_hunt_for_mvis/) | Confirming Microvision inside the Hololens 2; MVIS mems mirror in the HL2 | 326 |
| MicroVision, Inc. Announces Progress on its Automotive Long Range Lidar A-Sample | A-Sample Update - On Track for April 2021 | 402 |
| The Sumit Sharma Era at MicroVision: KEY POINTS on the journey to date | DD Thread compiled by Microvision Investor Relations David Allen | 29 |
| Augmented Reality Micro-Display modules | MVIS Augmented Reality Modules video published Aug 3, 2020 showcasing MVIS IP. bonus link | 105 |
| MicroVision's Automotive lidar module | MVIS Automotive Lidar video published Aug 3, 2020 showcasing MVIS IP | 29 |
| MVIS Retains Craig - Hallum as financial advisor for sales or Merger | Information on $MVIS putting themselves up for sale. Bonus link FORM DEFA14A several interested parties currently in talks | 162 |
| Judy Curran, Joins MVIS BoD | Judy, ex-Ford exec, and current Head of Global Automotive Strategy at ANSYS joins MVIS BoD | 144 |
| MicroVision, Inc. Announces Progress in Key Automotive Long Range Lidar Feature Development | “By developing and demonstrating these core features early, we facilitate our ability to have hardware available for testing in the April 2021 timeframe.” | 51 |
| ATM offering with Craig-Hallum of up to $10m worth of shares | Sweetheart ATM deal signed with Craig-Hallum for $10M | 130 |
| 2020 Special Shareholder Meeting Discussion Thread | The Results for the Special Meeting Proxy Vote on Oct 8, 2020 (approval of 60M shares for minority investment) | 176 |
| Fireside Chat III with CEO Sumit Sharma | Discussion theme - value and Lidar Lidar Lidar Lidar | 321 |
| Looking into Easter Egg key patents (and a few more) | MVIS hid easter eggs in the form of a patent roll that highlighted key patents in both AR and LIDAR videos | 43 |
| Fireside Chat II | Sumit Sharma holds a second fireside chat with retail investors to help get the 60M share authorization proxy approved | 478 |
| A Fireside Chat with Sumit Sharma I | /u/geo_rule u/KY_investor u/sigpowr sit down with the CEO of MVIS to discuss how retail can help maximize $MVIS Market value during this time of M&A. | 550 |
| Graphic Testimonial - MicroVision is in HL2-Prototype | Hololens 2 prototype showing Microvision circuitboards in a presentation slide by Alex Kipman in Zurich bonus link | 170 |
| Microsoft and Microvision Patent Timeline Thread | 80+ patents showing that the 2017 April Contract was Microsoft (prior to teardown to confirm). Even more threads in here.. it's a must read if you want to understand where Microsoft plans to take this technology in IVAS, Hololens 3 and beyond. | 17 |
| MicroVision Announces Addition of Board of Directors | Dr. Mark Spitzer ex. Google Director joins MVIS Board. | 124 |
| Pre CES 2020 roundup of the smartglasses industry | Summarizes the the connections within the smartglasses industry as of January 2, 2020, written by Chris Grayson. | 54 |
| "How Could There Only Be One Bidder?" | Acquisition mind-map of potential Microvision suitors. | 20 |
| $100M of Revenue in 12 months | Correspondence and clarification with Dave from IR from Q3 2019 Earnings Call. | 82 |
| M&A Perspective that might be helpful to you... | Experience from people with actual M&A experience | 188 |
| Microsoft Hololens 2 - Image from Microsoft Build Presentation by Zulfi Alam, General Manager for Optics Engineering | Microsoft describes how the laser beam scanning system works in the Hololens 2 (and takes credit for it) | 68 |
| Guttag: Facebook Confirms Experimenting with LBS for AR | Facebook possible interest in MVIS, bonus link: Facebook poaches ex-MSFT and ex-MVIS employees for their AR department | 35 |
| Apple, Foxconn producing AR lenses | Apple Glass Laser Beam Scanning and Waveguides dot connecting | 21 |
| Apple patent for an AR/VR Headset that uses a Dynamic Focus 3D Display that Projects Images Directly Onto the Retina | More Apple LBS Dot connecting; bonus link | 50 |
| Sharp's Type 3 Laser Module - To Infinity, and Beyond? | Sharp's RGB Laser Module Roadmap (important for future iterations of LBS applications) | 27 |
| Sharp Laser Diodes October 2018 | Confidential Sharp document accidently uploaded publically showing Microvision IP embedded in their product PDFs. PDF uploaded on imgur (as they took the link down see slide 30+). | 113 |
| The One-Time Dividend Scenario | Thought exercise on a possible outcome of the M&A talks. bonus link of sigpowr's great insight | 173 |
| My proof: HoloLens - PicoP inside | MVIS investor randomly gets paired with a Microsoft Hololens engineer at a kids birthday party.. freaks him out with knowledge of MVIS' contributions to the optics 2 years ago | 47 |
| 2020 Annual Shareholder Meeting Slides and Transcripts | Latest information from the Annual Shareholders Meeting on May 19, 2020 | n/a |
| 2019 November MVIS Investor Presentation | Investor presentation focusing on Microvision solutions for IoT with AI edge computing, high density machine intelligent Lidar, and other consumer products | n/a |
| "How Could There Only Be One Bidder?" - $MVIS Acquisition Company Mind Map | Mind map of potential companies that have connection or would benefit from acquiring $MVIS Technology | 20 |
| MVIS Automotive LiDAR --An FCII Sub-Discussion | Sub discussion from the information gained for LIDAR during the Fireside Chat II | 56 |
| Display Systems Research at Facebook Reality Labs (SPIE AR VR MR, 2020) - Douglas Lanman, FB Director | Facebook Director of Optics talks about their retina display they're developing for their upcoming device at SPIE 2020 | 7 |
| Microvision's Automotive Lidar Mock-up vs Other Competitors in the Market (2018) | Microvision Automotive Lidar specs compared with other LIDAR in the industry | 24 |
| STM - (LASAR Alliance) Webinar presentation - Microvision LBS is part of it | STM Director and Ex-MVIS Director talks about the close partnership (ongoing) between them and Microvision | 65 |
| The Value Question: Part 1 -- Interactive Display. | Peter (Long time long) tries to put a value on Microvision's Interactive Display Vertical, TLDR $2B | N/A |
| The Value Question: Part 2 -- Near Eye Display | Peter continues his series of articles, and attempts to put a value to Microvision's Near Eye display vertical, TLDR $5B | N/A |
| The Value Question: Part 3 -- Lidar | Peter's third article attempts to put a value to Microvisions Lidar Vertical. TLDR - $7.5B | N/A |
| IVAS Photo: 80deg Horz FOV Waveguides in Action | First Photos of the ultra wide FOV Integrated Visual Augmentation System (Rugged Hololens 2) in action | 9 |
| Defense bill clears House with veto-proof majority, despite Trump threats | $676M Budget for 29,000 IVAS headsets approved in veto-proof NDAA Bill which breaks down the FY2021 budget for DoD | 26 |
| Race to Mass Production: Luminar (LAZR) vs Microvision (MVIS) | Comparing top marketcap company Luminar's solid state Lidar to Microvisions | 131 |
| Negotiating Process and "Right Value" | $13M ATM No. 2 from C-H, and how value and time plays into M&A Negotiations | 149 |
| The Four Converging Technologies Giving Rise to the Spatial Web | Peter Diamandis' article from September 2019 stating "Keep an eye on companies like MicroVision, now making tremendous leaps in sensor technology." | N/A |
| Seval Oz Joins MicroVision Board of Directors, Director Bernee D. L. Strom Steps Down | Seval Oz Joins the BoD | 197 |
| The Battle of 80,000 pound Gorillas for MicroVision | Dot connecting from MVIS Board of Directors to Google | 322 |
| What to Make of Seval Oz’s (Potentially) Missing Form 3? | No Form 3 for newest BoD member | NA |
| Aeva 4D Lidar Production in 2024; MVIS Targets Q3 2021 | Comparing MVIS vs Aeva | 55 |
| FORM 8-K Filed | Details of Sumit Sharma's new CEO Contract of 3 years and 1.2M shares vesting under a change of control | 478 |
| Microsoft wins U.S. Army contract for augmented-reality headsets, worth up to $21.9 billion over 10 years | Details of the IVAS headset contract for the US Army | 236 |
| MVIS LIDAR Comparision - Final Edition | Compares MVIS A-Sample to other LIDAR sensors out there | 48 |
| PPS: Finally, a Consistent Metric to Gauge Lidar Performance | the four core performance specs that are critical for Lidar to truly support the needs of ADAS/AV (range, field of view, resolution, and refresh rate) | N/A |
There's so much more though, like IVAS Army Billion Dollar contract Stuff, Apple Stuff, Microsoft DD, Google DD, along with individual posts that should be highlighted... feel free to post in the comments below and I'll add it to this every growing list.
Feel free to post any threads in the comments below that you might think is useful.
Posted Feb 3, 2021, 3:32 AM UTC · edited
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