{"podcast":{"title":"Nanalyze","slug":"nanalyze-6316207","podcast_index_feed_id":6316207,"rss_url":"https://anchor.fm/s/da142640/podcast/rss","website_url":"http://nanalyze.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/36487536/36487536-1675358932298-428eb488e367c.jpg","author":"Nanalyze","episode_count":441,"summary":"Nanalyze is a media and research firm founded by finance professionals with decades of experience. We share insights about disruptive technology stocks in a language that is future-proof and easy to understand. Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: https://www.nanalyze.com/become-a-nanalyze-premium-subscriber/","last_synced_at":"2026-06-21T18:18:28.266922+00:00","page_url":"https://stenobird.com/podcast/nanalyze-6316207"},"episode":{"title":"The LiDAR Winner Nobody is Talking About","slug":"the-lidar-winner-nobody-is-talking-about","published_at":"2026-03-10T16:58:27+00:00","page_url":"https://stenobird.com/podcast/nanalyze-6316207/the-lidar-winner-nobody-is-talking-about","show_page_url":"https://stenobird.com/podcast/nanalyze-6316207","url":"https://podcasters.spotify.com/pod/show/nanalyze/episodes/The-LiDAR-Winner-Nobody-is-Talking-About-e3g818r","audio_url":"https://anchor.fm/s/da142640/podcast/play/116703963/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-10%2F419717396-44100-2-49c68af9b4cf2.m4a","summary":"LiDAR stocks haven't treated investors very well. Out of the eight LiDAR companies that went public via SPACs, only one is worth looking at today: Ouster $OUST . After gobbling up their competitor, Velodyne, the newly merged company managed to not only achieve a positive gross margin, but also 30% annual revenue growth for two consecutive years. As "physical AI" use cases expand, Ouster is starting to seem compelling, but risks still remain. One of those risks is Chinese competition in the form of Hesai $HSAI , the global leader in LiDAR. Are either of these stocks worth buying? Let's find out. Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/ . This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/6d8jIDjZMmk.","meta_description":"LiDAR stocks haven't treated investors very well. Out of the eight LiDAR companies that went public via SPACs, only one is worth looking at today: Ouster…","key_points":[],"chapters":[],"topics":[],"duration_seconds":866,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/nanalyze-6316207/episodes/the-lidar-winner-nobody-is-talking-about/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/nanalyze-6316207/the-lidar-winner-nobody-is-talking-about.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}