Do autonomous vehicles need LiDAR??
In Part 1 (published 4/12/2020), I explored the parallels between the automotive LiDAR and telecom optics investment booms, and posited that going forward, consolidation and pivots for automotive LiDAR companies are inevitable. I got great comments from many people, thank you. I will try and address some of them here, a critical one being whether LiDAR is needed at all for AV safety. I feel that this issue is an important one to address before delving into LiDAR consolidation and opportunities, which is the subject of Part 2 (in progress).