Our hedge isn't picking lidar or cameras — it's fusing both. Native-color lidar on our silicon, Stereolabs stereo cameras and neural-depth from the February 2026 acquisition, edge compute, one perception stack. Whether that defends the lidar market or the market erodes underneath it is genuinely unresolved. Outside estimates already rank this sensing layer near the bottom of the value-capture ladder as commoditizing. I'm giving you an unsatisfying answer: we don't know which modality wins. We built for both.