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292 <a href="https://aesthetic.computer" class="pals-logo-corner">
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294 </a>
295
296 <div class="header">
297 <h1>MicroVision<span class="dot">.</span>platter</h1>
298 <div class="subtitle">Reverse chronology of MVIS research, analysis, and correspondence — compiled from the Scudder family email archive (2015–2026).</div>
299 <div class="stats">
300 <span>17</span> entries · <span>11</span> years · <span>45+</span> emails · <span>3</span> spreadsheets · <span>2</span> hosted assets · <span>1</span> AI valuation · <span>1</span> takeover theory
301 </div>
302 </div>
303
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305 <input type="text" id="search" placeholder="Search chronology..." autofocus>
306 </div>
307
308 <div class="no-results" id="no-results">No matching entries.</div>
309
310 <div id="sections">
311
312 <!-- KEY PEOPLE -->
313 <div class="section" data-section="people">
314 <div class="section-header" data-color="gold" onclick="toggleSection(this)">
315 <span class="toggle">▼</span>
316 <h2>Key People</h2>
317 <span class="count">the cast</span>
318 </div>
319 <div class="section-items">
320 <div class="people-grid">
321 <div class="person">
322 <div class="name">Walter "Walt" Scudder</div>
323 <div class="role">Jeffrey's dad. Long-time MVIS retail investor, spreadsheet builder, active on r/MVIS Reddit. IEEE member. Emails from bigwalt59@comcast.net, katketch45@comcast.net, wscudder@ieee.org.</div>
324 </div>
325 <div class="person">
326 <div class="name">Roger Collamati</div>
327 <div class="role">Walt's friend. Hub of a ~15-person MVIS investor email group. Forwards Peter's blog posts and CC analysis to the circle.</div>
328 </div>
329 <div class="person">
330 <div class="name">Peter (petersmvis.blogspot.com)</div>
331 <div class="role">MVIS blogger Walt corresponds with directly. Has insider-adjacent contacts — spoke with an Amazon Alexa engineer about the interactive laser projector.</div>
332 </div>
333 <div class="person">
334 <div class="name">Bob & Chad Zawistowski</div>
335 <div class="role">Friends Walt shares financial models with. Chad (Bob's son, RIT/startup background) provided skeptical counteranalysis of Walt's bull case in 2019.</div>
336 </div>
337 <div class="person">
338 <div class="name">Jeffrey Alan Scudder</div>
339 <div class="role">Walt's son. MVIS shareholder (TD Ameritrade / Schwab). Hosts Walt's files on assets.aesthetic.computer for the blog community.</div>
340 </div>
341 </div>
342 </div>
343 </div>
344
345 <!-- REVERSE CHRONOLOGY -->
346 <div class="section" data-section="chronology">
347 <div class="section-header" data-color="cyan" onclick="toggleSection(this)">
348 <span class="toggle">▼</span>
349 <h2>Reverse Chronology</h2>
350 <span class="count">17 entries · 2026–2015</span>
351 </div>
352 <div class="section-items">
353
354 <!-- ERA: DEFENSE + AI VALUATION -->
355 <div class="era-label">2026 — AI Valuation & Defense Pivot</div>
356
357 <div class="item" data-searchable="aim intelligent machines takeover acquisition shared office autonomous earthmoving dcvc defense lidar">
358 <span class="date">2026-03-20</span>
359 <span class="from">Walt (via Jeffrey)</span>
360 <span class="title">AIM Intelligent Machines Takeover Theory</span>
361 <div class="desc">Walt believes AIM (autonomous earthmoving, DCVC-backed, defense contracts) will acquire MVIS. Signal: they now share office space in Seattle/Eastside. AIM needs exactly what MVIS makes — compact LiDAR for heavy equipment autonomy. MVIS market cap only ~$190M.</div>
362 </div>
363
364 <div class="item" data-searchable="grok valuation lidar ar near eye display anduril defense market cap">
365 <span class="date">2026-03-20</span>
366 <span class="from">Jeffrey → mail@ac</span>
367 <span class="title">Grok Valuation Analysis (Blind — No MVIS Name Given)</span>
368 <div class="desc">Prompted Grok to value a hypothetical company matching MVIS specs. Result: $2–5B market cap, $200–500M NED licensing deal, $6–$16 price target. Peter's technique: tell AI to exclude biased sources.</div>
369 </div>
370
371 <!-- ERA: 2025 -->
372 <div class="era-label">2025 — Anduril, ZF, NVIDIA Partnerships</div>
373
374 <div class="item" data-searchable="retail investor day town hall reddit">
375 <span class="date">2025-07-11</span>
376 <span class="from">Walt → Jeffrey</span>
377 <span class="title">MicroVision Retail Investor Day Town Hall (Replay)</span>
378 <div class="desc">Reddit link to the replay of MVIS's retail investor town hall session.</div>
379 </div>
380
381 <div class="item" data-searchable="anduril zf nvidia copilot pdf defense automotive ai">
382 <span class="date">2025-04-05</span>
383 <span class="from">Walt → Jeffrey</span>
384 <span class="title">CoPilot Discussion: MicroVision + Anduril, ZF, NVIDIA</span>
385 <div class="desc">CoPilot-generated PDF analyzing MVIS collaborations with Anduril (defense), ZF (auto Tier 1), NVIDIA (AI). Hosted on assets.aesthetic.computer for r/MVIS community.</div>
386 </div>
387
388 <!-- ERA: 2024 -->
389 <div class="era-label">2024 — Interactive Spreadsheet Analysis</div>
390
391 <div class="item" data-searchable="spreadsheet lidar autos industrial robots analysis xlsx">
392 <span class="date">2024-10-09</span>
393 <span class="from">Walt → Jeffrey</span>
394 <span class="title">MVIS Lidar Spreadsheet v2 (Autos + Industrial Robots)</span>
395 <div class="desc">Expanded interactive spreadsheet with user-adjustable variables. Hosted as HTML at assets.aesthetic.computer/mvis/fall-2024/spreadsheet.html for Reddit.</div>
396 </div>
397
398 <div class="item" data-searchable="spreadsheet lidar analysis google sheets variables">
399 <span class="date">2024-03-17</span>
400 <span class="from">Walt → Jeffrey</span>
401 <span class="title">MVIS Lidar Spreadsheet v1</span>
402 <div class="desc">"All the cells highlighted are variables where users can input their own ideas." First version of Walt's scenario-modeling spreadsheet.</div>
403 </div>
404
405 <!-- ERA: 2021 -->
406 <div class="era-label">2021 — TD Ameritrade Review</div>
407
408 <div class="item" data-searchable="td ameritrade shares sold rebuy stock price trading account">
409 <span class="date">2021-11-17</span>
410 <span class="from">Walt → Jeffrey</span>
411 <span class="title">TD Ameritrade Account Review — Buy Back Recommendation</span>
412 <div class="desc">Jeffrey sold 1,100 shares at avg $13.54 ($14,894 total). Walt urged rebuy at $8.62. Projection: buy at $9, sell at $40 = $34,100 profit. "I am convinced there will be some major announcements."</div>
413 </div>
414
415 <!-- ERA: 2020 -->
416 <div class="era-label">2020 — Amazon Breadcrumbs & Volume Explosion</div>
417
418 <div class="item" data-searchable="apple stm stmicroelectronics blog post">
419 <span class="date">2020-07-26</span>
420 <span class="from">Walt → Jeffrey</span>
421 <span class="title">Apple / STM / MVIS Blog Post</span>
422 <div class="desc">Document connecting Apple, STMicroelectronics, and MicroVision technology (Apple_STM_MVIS.docx).</div>
423 </div>
424
425 <div class="item" data-searchable="trading volume shares float explosion spike 842 million">
426 <span class="date">2020-05-09</span>
427 <span class="from">Walt → Jeffrey</span>
428 <span class="title">Trading Volume Explosion Analysis</span>
429 <div class="desc">842M shares traded Apr–May 2020 vs 14.9M in 2019 (56x). In 6 trading days: 687.6M shares = 5x the entire 130M float. "My gut tells me something big is going on."</div>
430 </div>
431
432 <div class="item" data-searchable="amazon echo alexa whole foods salmon platter interactive display breadcrumbs peter">
433 <span class="date">2020-01-07</span>
434 <span class="from">Walt → Peter → Jeffrey</span>
435 <span class="title">Amazon Breadcrumbs Investigation</span>
436 <div class="desc">Walt discovered MVIS data sheet image matched a Whole Foods salmon platter listing. Peter confirmed: spoke with Amazon engineer who reacted with "shock and startle" about laser projector in Alexa.</div>
437 </div>
438
439 <!-- ERA: 2019 -->
440 <div class="era-label">2019 — PPS Modeling & Bull/Bear Debate</div>
441
442 <div class="item" data-searchable="pps calculation model pe ratio bull bear chad bob zawistowski hololens foxconn">
443 <span class="date">2019-03-10</span>
444 <span class="from">Walt → Bob Z → Chad Z → Jeffrey</span>
445 <span class="title">Future PPS Calculations (Bull vs Bear)</span>
446 <div class="desc">Walt's bull case: 1B units, PE 14, 30%+ margins. Chad's bear case: 35M units, PE 5, $1.70 target. Key debate: is MVIS more like Nvidia or Micron?</div>
447 </div>
448
449 <!-- ERA: 2018 -->
450 <div class="era-label">2018 — "MSFT and AMZN Are the Mystery Customers"</div>
451
452 <div class="item" data-searchable="roger collamati q2 conference call blog peter microsoft amazon">
453 <span class="date">2018-08-02</span>
454 <span class="from">Roger → Walt → Jeffrey</span>
455 <span class="title">Q2 Conference Call & Blog Analysis</span>
456 <div class="desc">Roger: "Hang in there." Walt: "I personally think two of the big ones MVIS has been working with are MSFT and AMZN."</div>
457 </div>
458
459 <!-- ERA: 2017 -->
460 <div class="era-label">2017 — Analyst Reports & Chinese Smartphones</div>
461
462 <div class="item" data-searchable="voga v phone china laser projector">
463 <span class="date">2017-07-26</span>
464 <span class="from">Walt → Jeffrey</span>
465 <span class="title">VOGA V Phone Review (MVIS Engine Inside)</span>
466 <div class="desc">"I think this phone with the MVIS engine will become very popular in China."</div>
467 </div>
468
469 <div class="item" data-searchable="rdi report apple stm stmicroelectronics 3d sensor bullish analyst">
470 <span class="date">2017-03-23</span>
471 <span class="from">Walt → Roger</span>
472 <span class="title">RDI Bullish Report + Apple/STM Rumors</span>
473 <div class="desc">"If rumors about STM having large order from Apple for a 3D sensor that includes Microvision's product prove true — this stock could be a real winner."</div>
474 </div>
475
476 <!-- ERA: 2016 -->
477 <div class="era-label">2016 — "Bottom of the First Inning"</div>
478
479 <div class="item" data-searchable="q4 conference call baseball sharp sony foxconn short interest">
480 <span class="date">2016-03-08</span>
481 <span class="from">Walt → Jeffrey</span>
482 <span class="title">Q4 Conference Call: "Bottom of the First Inning"</span>
483 <div class="desc">"MVIS has a runner (Sharp) on first and another runner (Sony) on second with no outs." Tracked Robohon robot, Xperia Agent, Foxconn acquisition of Sharp.</div>
484 </div>
485
486 <div class="item" data-searchable="ces 2016 sony mpcl1 celluon ford hud pico projector christmas">
487 <span class="date">2016-01-06</span>
488 <span class="from">Walt → Roger</span>
489 <span class="title">CES 2016: Sony MPCL1 + Ford HUD</span>
490 <div class="desc">Sony MPCL1 at CES, Celluon PicoPro ($299–$450), Ford HUD partnership. Walt gave Jeffrey a Sony MPCL1 for Christmas 2015.</div>
491 </div>
492
493 <!-- ERA: 2015 -->
494 <div class="era-label">2015 — The Beginning</div>
495
496 <div class="item" data-searchable="roger collamati distribution list why microvision pico projector paradigm shift">
497 <span class="date">2015-07-27</span>
498 <span class="from">Roger → (15 people) → Walt → Jeffrey</span>
499 <span class="title">Roger Collamati: "Why MicroVision?"</span>
500 <div class="desc">"Why this company will be the next big investment to have." MVIS trading at $3.40. First appearance of Roger's 15-person distribution list.</div>
501 </div>
502
503 <div class="item" data-searchable="peter blog picop projection smartphone screen bigger">
504 <span class="date">2015-06-09</span>
505 <span class="from">Roger → Walt → Jeffrey</span>
506 <span class="title">Peter's Blog: "Why MicroVision? Because THIS."</span>
507 <div class="desc">The founding thesis: consumers demand bigger screens, PicoP projection is the answer. This idea would evolve through interactive displays, HoloLens, LiDAR, and defense tech over the next decade.</div>
508 </div>
509
510 </div>
511 </div>
512
513 <!-- THESIS EVOLUTION -->
514 <div class="section" data-section="thesis">
515 <div class="section-header" data-color="pink" onclick="toggleSection(this)">
516 <span class="toggle">▼</span>
517 <h2>Thesis Evolution</h2>
518 <span class="count">5 phases over 11 years</span>
519 </div>
520 <div class="section-items">
521 <div class="callout">
522 <strong>Phase 1: Pico Projectors (2015–2017)</strong><br>
523 Bet: MVIS laser beam scanning gets embedded in smartphones and robots.<br>
524 Partners tracked: Sony, Sharp, Foxconn, Celluon, Ford.<br>
525 Key product: Sony MPCL1 pico projector.
526 </div>
527 <div class="callout">
528 <strong>Phase 2: Interactive Displays & HoloLens (2018–2019)</strong><br>
529 Walt's conviction: Microsoft and Amazon are MVIS's "mystery customers."<br>
530 Known deals: $25.2M contract (suspected HoloLens 2), $10M display-only license (suspected FoxConn).<br>
531 Walt built PPS models projecting 1B units/year at PE 14.
532 </div>
533 <div class="callout">
534 <strong>Phase 3: Amazon Breadcrumbs (2020)</strong><br>
535 Detective work: MVIS data sheet → Whole Foods salmon platter → Echo form factor.<br>
536 Peter confirmed Amazon engineer contact. Trading volume exploded 56x YoY.<br>
537 Apple/STM connection explored.
538 </div>
539 <div class="callout">
540 <strong>Phase 4: LiDAR Pivot & Spreadsheets (2021–2024)</strong><br>
541 MVIS pivoted to automotive LiDAR. Walt built interactive scenario-modeling spreadsheets.<br>
542 Jeffrey hosted files on aesthetic.computer for the Reddit/blog community.<br>
543 Walt tracked Jeffrey's brokerage account, urged rebuy at $8.62.
544 </div>
545 <div class="callout">
546 <strong>Phase 5: Defense + AI Valuation + AIM Theory (2025–2026)</strong><br>
547 Anduril (defense), ZF (auto Tier 1), NVIDIA (AI) partnerships.<br>
548 Grok AI valuation: <span class="number">$2–5B market cap</span>, <span class="number">$200–500M</span> NED licensing.<br>
549 Price target: <span class="number">$6–$16</span>. Special dividend of $2 would "kill shorts."<br>
550 <strong>New signal:</strong> AIM Intelligent Machines (autonomous earthmoving, DCVC-backed) now sharing office space with MVIS. Walt's call: AIM takeover.
551 </div>
552 </div>
553 </div>
554
555 <!-- HOSTED ASSETS -->
556 <div class="section" data-section="assets">
557 <div class="section-header" data-color="green" onclick="toggleSection(this)">
558 <span class="toggle">▼</span>
559 <h2>Hosted Assets</h2>
560 <span class="count">files on assets.aesthetic.computer</span>
561 </div>
562 <div class="section-items">
563 <a class="item" href="https://assets.aesthetic.computer/mvis/2025%20CoPilot%20discussion%20on%20Mircrovision's%20collaboration%20with%20Anduril,%20ZF%20and%20NVIDIA.pdf">
564 <span class="date">2025-04</span> CoPilot Discussion: Anduril, ZF, NVIDIA (PDF)
565 </a>
566 <a class="item" href="https://assets.aesthetic.computer/mvis/fall-2024/spreadsheet.html">
567 <span class="date">2024-10</span> MVIS Lidar Spreadsheet Analysis (HTML)
568 </a>
569 </div>
570 </div>
571
572 <!-- EXTERNAL LINKS -->
573 <div class="section" data-section="links">
574 <div class="section-header" data-color="purple" onclick="toggleSection(this)">
575 <span class="toggle">▼</span>
576 <h2>External Links</h2>
577 <span class="count">blogs, reddit, podcasts</span>
578 </div>
579 <div class="section-items">
580 <a class="item" href="https://www.reddit.com/r/MVIS/" target="_blank">r/MVIS — Reddit community</a>
581 <a class="item" href="http://petersmvis.blogspot.com/" target="_blank">Peter's MVIS Blog (petersmvis.blogspot.com)</a>
582 <a class="item" href="https://www.reddit.com/r/Anduril/s/04VflOEqzW" target="_blank">Anduril Reddit thread (2026)</a>
583 <a class="item" href="https://www.reddit.com/r/MVIS/s/bOaCrOBaeQ" target="_blank">r/MVIS — Peter on AI search filtering</a>
584 <a class="item" href="https://www.pixelworks.com/en" target="_blank">Pixelworks</a>
585 </div>
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619 const query = searchInput.value.toLowerCase().trim();
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