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} 287 .people-grid { grid-template-columns: 1fr; } 288 } 289 </style> 290</head> 291<body> 292 <a href="https://aesthetic.computer" class="pals-logo-corner"> 293 <img src="https://aesthetic.computer/purple-pals.svg" alt="AC" style="width:100%;height:100%;"> 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> 303 304 <div class="search-bar"> 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">&#9660;</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">&#9660;</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">&#9660;</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">&#9660;</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">&#9660;</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> 586 </div> 587 588 </div><!-- /sections --> 589 590 <div class="footer"> 591 <span>Compiled from the Scudder family email archive · <a href="https://aesthetic.computer">aesthetic.computer</a></span> 592 <button class="theme-toggle" onclick="toggleTheme()">toggle theme</button> 593 </div> 594 595 <script> 596 function toggleSection(header) { 597 header.classList.toggle("collapsed"); 598 const items = header.nextElementSibling; 599 items.classList.toggle("hidden"); 600 } 601 602 function toggleTheme() { 603 const root = document.documentElement; 604 if (root.classList.contains("light-mode")) { 605 root.classList.remove("light-mode"); 606 root.classList.add("dark-mode"); 607 } else if (root.classList.contains("dark-mode")) { 608 root.classList.remove("dark-mode"); 609 root.classList.add("light-mode"); 610 } else { 611 root.classList.add("light-mode"); 612 } 613 } 614 615 const searchInput = document.getElementById("search"); 616 const noResults = document.getElementById("no-results"); 617 618 searchInput.addEventListener("input", () => { 619 const query = searchInput.value.toLowerCase().trim(); 620 const sections = document.querySelectorAll(".section"); 621 let anyVisible = false; 622 623 sections.forEach(section => { 624 const items = section.querySelectorAll(".item, .callout, .person, .era-label"); 625 let sectionVisible = false; 626 627 items.forEach(item => { 628 const text = item.textContent.toLowerCase() + (item.dataset.searchable || ""); 629 const match = !query || text.includes(query); 630 item.style.display = match ? 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