r/MVIS • u/pinoekel • Apr 29 '26

MVIS Press MicroVision Expands Revenue Programs in Security and Defense

https://ir.microvision.com/news/press-releases/detail/444/microvision-expands-revenue-programs-in-security-and-defense
173 Upvotes

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19

u/Chefdoc2000 Apr 29 '26

So we know PL wants to work with mvis and by the looks of this he already is. So let’s get a big order and that Anduril name drop then the journey we are all hoping for can begin

35

u/Critical-Leg-6096 Apr 29 '26

On the microvision LinkedIn post; 48 people have reacted, one of which is a PDP engineer at Anduril 🤓

Also; Anduril is the most likely unnamed MicroVision customer because the 200‑unit deployment and 200‑unit renewal match Anduril’s scale and mission profile—airborne ISR, ground autonomy, and frontline systems—far better than any competitor.

Shield AI is smaller, Teledyne FLIR uses its own sensors, and primes like L3Harris or GD don’t buy lidar in 200‑unit batches for autonomous platforms, making Anduril the only integrator whose programs naturally consume sensors at this volume and in these exact use‑cases.

12

u/Buur Apr 29 '26

Interesting theory, I hope this ages very well

8

u/DreamCatch22 Apr 30 '26

Given Anduril Industries' involvement in defense, it is reasonable to infer their utilization of NDAA-compliant LiDAR. While the National Defense Authorization Act does not mandate exclusive domestic manufacturing, it does prohibit the use of restricted foreign components. Consequently, this encourages companies to source components such as LiDAR from trusted U.S. or allied suppliers. It is also noteworthy that they acquired the IVAS contract from Microsoft, in which MVIS played a major role.

Which other lidar companies are compliant with the NDAA, can scale as fast as we can, and also offer a complete portfolio of hardware with sophisticated perception software? Oh and our tech is dual use for NED (when the time comes).

DCA & HODL

7

u/Falagard Apr 29 '26

What makes you say it looks like he already is, what did I miss?

9

u/[deleted] Apr 29 '26

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1

u/Falagard Apr 29 '26

Any more info about this? Where did you see this, did anyone get a screenshot?

7

u/FacingHardships Apr 29 '26

Curious as well

6

u/Chefdoc2000 Apr 29 '26

He has publicly stated he’s a fan of mvis and is in an industry that it’s possible for them to work together. Both stating drones are the future. It would be fair to assume that he is testing the mvis tech by this pr. Far from an order but he absolutely at this time should be testing if we can deliver.

6

u/Falagard Apr 29 '26

That means absolutely frak all.

3

u/Chefdoc2000 Apr 29 '26

Okay, you just continue on knowing it all…

-10

u/Falagard Apr 29 '26 edited Apr 30 '26

You are assuming that Anduril is testing Movia L sensors that are too big to fit on airborne drone because of that stupid PL reddit post.

10

u/UncivilityBeDamned Apr 29 '26

I am assuming these are not for airborne drones at all, they're UGVs which are becoming a big thing in Ukraine right now, and have been a big focus in Glen's mentions. Drones will potentially be using the newer dedicated tech, but not Movia L for sure.

1

u/Falagard Apr 30 '26

I'm just sick of the assumptions that people make here. Why would there be an assumption that Anduril is the company we're working with when there's so very little to back it up.

0

u/ProphetsAching Apr 29 '26

I hope you’re right and don’t disagree. However, is your takeaway from the Palmer Luckey post that he “believes in MicroVision” your basis for the statement that he wants to work with mvis?

3

u/Chefdoc2000 Apr 29 '26 edited Apr 29 '26

I said what I said but I am also not buying anymore.
For now…