Ouster ($OUST) - Poised to capture the "physical AI" layer

Ouster (OUST), a US company I've been heavily invested in and following for the last year. I believe they have the ability to capture the "physical AI" layer. The thesis is that AI will diversify from screens and into the real world (robots, drones, warehouses, factories, vehicles, infrastructure, security systems, etc.). All of these need to understand their physical surroundings, and while a camera can show what something looks like, lidar shows where things are in 3D (distance, shape, movemen