If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vision spuplier).
But...
Guess who makes those CW lasers for FM-CW Lidar?
The very same company for scaling photonics with 1.6T+ pluggables with $JBL to CPO in $MRVL Celestial.
Is the likely 4D AI CW laser supplier for humanoids and 4D physical AI.
One highly possible mapping:
-> $SIVE -> $AEVA -> $LG -> Boston Dynamics.
Both $SIVE and $AEVA were my two longs, but frontier sectors in 4D Physical AI to photonics tend to overlap.
