{"podcast":{"title":"Chip Stock Investor Podcast","slug":"chip-stock-investor-podcast-6441813","podcast_index_feed_id":6441813,"rss_url":"https://anchor.fm/s/e2cacf78/podcast/rss","website_url":"https://chipstockinvestor.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/37949422/37949422-1745251328337-b57bc485b0f23.jpg","author":"Nicholas Rossolillo; Kasey Rossolillo","episode_count":455,"summary":"Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.","last_synced_at":"2026-07-01T06:19:34.009916+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813"},"episode":{"title":"OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors","slug":"oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors","published_at":"2026-06-04T14:00:01+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors","show_page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/OUST-Q1-2026-49-Growth--Color-LiDAR-Could-Reshape-Physical-AI-Sensors-e3kavmj","audio_url":"https://anchor.fm/s/e2cacf78/podcast/play/120994963/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-4%2F425495640-44100-2-901d1257ff339.mp3","summary":"Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family and L4 Max chip now integrate native color sensing directly into the sensor, developed in partnership with Fujifilm. In this episode, Nick breaks down what that means for physical AI — autonomous vehicles, robotics, and industrial automation — where today's systems rely on costly, complex sensor fusion setups combining LiDAR with CMOS image sensors. Color LiDAR could simplify that stack significantly. We also cover Q2 2026 guidance, the path toward breakeven, and why OUST remains a small bet in the Semi Insider portfolio — not a full position. This is still a prove-it story: the company operates at a loss and continues issuing shares to fund operations. Topics covered: REV8 family and L4 Max chip breakdown How color LiDAR changes the physical AI sensor stack Why OUST is sized as a small bet and what would change that Q2 2026 guidance and the road to profitability For deeper research and portfolio updates, visit us at chipstockinvestor.com. Chip Stock Investor covers semiconductor stocks and the chips powering AI, autonomy, and the physical world. Subscribe for weekly analysis and research updates. This content is for informational and educational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.","meta_description":"Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless mo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":672,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/oust-q1-2026-49-growth-color-lidar-could-reshape-physical-ai-sensors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}