However, first one to reduce the BoM by 90% will be happy - able to shift volume crippling the competitors rather than themselves. No matter how deep your pockets, it's nice to have a gap between your costs and your price, to pay off the development / fund more of the same / spend on beer.
I'm not sure that all of these LiDAR manufacturers will still be in the game in 5 years.
Biting the hand that feeds IT
