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![jwat_5 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::990119382.png) Jared [@jwat_5](/creator/twitter/jwat_5) on x XXX followers
Created: 2025-07-24 17:10:40 UTC

Financial inflection point from advanced programs won’t kick in until 2027 so this is a slow burn.

Short term the Lyft/Marubeni OEM announcement could give us some juice — likely X or more large Japanese OEMs as part of that deal. I expect an announcement in the next month if not during Lyft’s earnings early August.

Medium term, design wins for SADAS, SuperVision, and Chauffeur would be a boost but those could happen anytime over the next XX months.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948430645589352471/c:line.svg)

[Post Link](https://x.com/jwat_5/status/1948430645589352471)