Ouster vs The AI Giants: Why I’m Buying Now

Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator Could Ouster stock benefit from the rise of physical AI? In this episode of Going Public with Ross Mandell, Ross explains why he owns OUST and how digital lidar gives robots, drones, and autonomous machines the ability to “see.” Explore his investment thesis as artificial intelligence expands into factories, farms, warehouses, and smart infrastructure. The conversation covers Ouster’s Velodyne merger, revenue growth, Rev8 native color lidar, and support for the NVIDIA Jetson ecosystem. Ross examines autonomous agriculture through John Deere’s GUSS subsidiary, drone inspection, and industrial automation, explaining why he believes Ouster’s opportunity extends well beyond self-driving cars. Ross also breaks down the OUST stock pullback, capital raises, shareholder dilution, competition, and the path toward profitability. Learn which customer deployments, software opportunities, margins, and earnings trends he’s watching—and why he remains bullish while acknowledging the risks. Subscribe to Going Public for more stock market analysis and insights into AI stocks, robotics, and emerging technology. About Ross Mandell: Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice. 🔗 Links & Resources 📌 Book A Call With Ross https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagram https://www.instagram.com/rossmandell/ ⏱️ Chapters 00:00 Ouster Stock: The Eyes of Physical AI 01:11 What Is Ouster? Lidar Technology Explained 04:18 Ouster’s Velodyne Merger Explained 06:25 Physical AI: Robotics and Industrial Automation 07:48 Ouster and John Deere’s GUSS: Autonomous Farming 08:27 Ouster Lidar for Drone Mapping and Inspection 09:26 Ouster Rev8: Native Color Lidar Explained 10:11 Ouster and NVIDIA Jetson: Robotics and Edge AI 11:09 OUST Stock Pullback: Price vs. Business Performance 13:01 Ouster Stock Risks and the Path to Profitability Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.