Ouster ($OUST) just reported $49M in Q1 2026 revenue — up 49% year-over-year — and crossed the 40% gross margin threshold as it shifts toward a fabless model. But the bigger story is product: the new REV8 LiDAR family and L4 Max chip now integrate native color sensing directly into the sensor, developed in partnership with Fujifilm.

In this episode, Nick breaks down what that means for physical AI — autonomous vehicles, robotics, and industrial automation — where today's systems rely on costly, complex sensor fusion setups combining LiDAR with CMOS image sensors. Color LiDAR could simplify that stack significantly.

We also cover Q2 2026 guidance, the path toward breakeven, and why OUST remains a small bet in the Semi Insider portfolio — not a full position. This is still a prove-it story: the company operates at a loss and continues issuing shares to fund operations.

Topics covered:

REV8 family and L4 Max chip breakdown
How color LiDAR changes the physical AI sensor stack
Why OUST is sized as a small bet and what would change that
Q2 2026 guidance and the road to profitability

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OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors

Chip Stock Investor Podcast

OUST Q1 2026: 49% Growth + Color LiDAR Could Reshape Physical AI Sensors