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<div class="header"> <h1>MicroVision<span class="dot">.</span>platter</h1> <div class="subtitle">Reverse chronology of MVIS research, analysis, and correspondence — compiled from the Scudder family email archive (2015–2026).</div> <div class="stats"> <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 </div> </div>
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<div id="sections">
<!-- KEY PEOPLE --> <div class="section" data-section="people"> <div class="section-header" data-color="gold" onclick="toggleSection(this)"> <span class="toggle">▼</span> <h2>Key People</h2> <span class="count">the cast</span> </div> <div class="section-items"> <div class="people-grid"> <div class="person"> <div class="name">Walter "Walt" Scudder</div> <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> </div> <div class="person"> <div class="name">Roger Collamati</div> <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> </div> <div class="person"> <div class="name">Peter (petersmvis.blogspot.com)</div> <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> </div> <div class="person"> <div class="name">Bob & Chad Zawistowski</div> <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> </div> <div class="person"> <div class="name">Jeffrey Alan Scudder</div> <div class="role">Walt's son. MVIS shareholder (TD Ameritrade / Schwab). Hosts Walt's files on assets.aesthetic.computer for the blog community.</div> </div> </div> </div> </div>
<!-- REVERSE CHRONOLOGY --> <div class="section" data-section="chronology"> <div class="section-header" data-color="cyan" onclick="toggleSection(this)"> <span class="toggle">▼</span> <h2>Reverse Chronology</h2> <span class="count">17 entries · 2026–2015</span> </div> <div class="section-items">
<!-- ERA: DEFENSE + AI VALUATION --> <div class="era-label">2026 — AI Valuation & Defense Pivot</div>
<div class="item" data-searchable="aim intelligent machines takeover acquisition shared office autonomous earthmoving dcvc defense lidar"> <span class="date">2026-03-20</span> <span class="from">Walt (via Jeffrey)</span> <span class="title">AIM Intelligent Machines Takeover Theory</span> <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> </div>
<div class="item" data-searchable="grok valuation lidar ar near eye display anduril defense market cap"> <span class="date">2026-03-20</span> <span class="from">Jeffrey → mail@ac</span> <span class="title">Grok Valuation Analysis (Blind — No MVIS Name Given)</span> <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> </div>
<!-- ERA: 2025 --> <div class="era-label">2025 — Anduril, ZF, NVIDIA Partnerships</div>
<div class="item" data-searchable="retail investor day town hall reddit"> <span class="date">2025-07-11</span> <span class="from">Walt → Jeffrey</span> <span class="title">MicroVision Retail Investor Day Town Hall (Replay)</span> <div class="desc">Reddit link to the replay of MVIS's retail investor town hall session.</div> </div>
<div class="item" data-searchable="anduril zf nvidia copilot pdf defense automotive ai"> <span class="date">2025-04-05</span> <span class="from">Walt → Jeffrey</span> <span class="title">CoPilot Discussion: MicroVision + Anduril, ZF, NVIDIA</span> <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> </div>
<!-- ERA: 2024 --> <div class="era-label">2024 — Interactive Spreadsheet Analysis</div>
<div class="item" data-searchable="spreadsheet lidar autos industrial robots analysis xlsx"> <span class="date">2024-10-09</span> <span class="from">Walt → Jeffrey</span> <span class="title">MVIS Lidar Spreadsheet v2 (Autos + Industrial Robots)</span> <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> </div>
<div class="item" data-searchable="spreadsheet lidar analysis google sheets variables"> <span class="date">2024-03-17</span> <span class="from">Walt → Jeffrey</span> <span class="title">MVIS Lidar Spreadsheet v1</span> <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> </div>
<!-- ERA: 2021 --> <div class="era-label">2021 — TD Ameritrade Review</div>
<div class="item" data-searchable="td ameritrade shares sold rebuy stock price trading account"> <span class="date">2021-11-17</span> <span class="from">Walt → Jeffrey</span> <span class="title">TD Ameritrade Account Review — Buy Back Recommendation</span> <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> </div>
<!-- ERA: 2020 --> <div class="era-label">2020 — Amazon Breadcrumbs & Volume Explosion</div>
<div class="item" data-searchable="apple stm stmicroelectronics blog post"> <span class="date">2020-07-26</span> <span class="from">Walt → Jeffrey</span> <span class="title">Apple / STM / MVIS Blog Post</span> <div class="desc">Document connecting Apple, STMicroelectronics, and MicroVision technology (Apple_STM_MVIS.docx).</div> </div>
<div class="item" data-searchable="trading volume shares float explosion spike 842 million"> <span class="date">2020-05-09</span> <span class="from">Walt → Jeffrey</span> <span class="title">Trading Volume Explosion Analysis</span> <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> </div>
<div class="item" data-searchable="amazon echo alexa whole foods salmon platter interactive display breadcrumbs peter"> <span class="date">2020-01-07</span> <span class="from">Walt → Peter → Jeffrey</span> <span class="title">Amazon Breadcrumbs Investigation</span> <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> </div>
<!-- ERA: 2019 --> <div class="era-label">2019 — PPS Modeling & Bull/Bear Debate</div>
<div class="item" data-searchable="pps calculation model pe ratio bull bear chad bob zawistowski hololens foxconn"> <span class="date">2019-03-10</span> <span class="from">Walt → Bob Z → Chad Z → Jeffrey</span> <span class="title">Future PPS Calculations (Bull vs Bear)</span> <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> </div>
<!-- ERA: 2018 --> <div class="era-label">2018 — "MSFT and AMZN Are the Mystery Customers"</div>
<div class="item" data-searchable="roger collamati q2 conference call blog peter microsoft amazon"> <span class="date">2018-08-02</span> <span class="from">Roger → Walt → Jeffrey</span> <span class="title">Q2 Conference Call & Blog Analysis</span> <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> </div>
<!-- ERA: 2017 --> <div class="era-label">2017 — Analyst Reports & Chinese Smartphones</div>
<div class="item" data-searchable="voga v phone china laser projector"> <span class="date">2017-07-26</span> <span class="from">Walt → Jeffrey</span> <span class="title">VOGA V Phone Review (MVIS Engine Inside)</span> <div class="desc">"I think this phone with the MVIS engine will become very popular in China."</div> </div>
<div class="item" data-searchable="rdi report apple stm stmicroelectronics 3d sensor bullish analyst"> <span class="date">2017-03-23</span> <span class="from">Walt → Roger</span> <span class="title">RDI Bullish Report + Apple/STM Rumors</span> <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> </div>
<!-- ERA: 2016 --> <div class="era-label">2016 — "Bottom of the First Inning"</div>
<div class="item" data-searchable="q4 conference call baseball sharp sony foxconn short interest"> <span class="date">2016-03-08</span> <span class="from">Walt → Jeffrey</span> <span class="title">Q4 Conference Call: "Bottom of the First Inning"</span> <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> </div>
<div class="item" data-searchable="ces 2016 sony mpcl1 celluon ford hud pico projector christmas"> <span class="date">2016-01-06</span> <span class="from">Walt → Roger</span> <span class="title">CES 2016: Sony MPCL1 + Ford HUD</span> <div class="desc">Sony MPCL1 at CES, Celluon PicoPro ($299–$450), Ford HUD partnership. Walt gave Jeffrey a Sony MPCL1 for Christmas 2015.</div> </div>
<!-- ERA: 2015 --> <div class="era-label">2015 — The Beginning</div>
<div class="item" data-searchable="roger collamati distribution list why microvision pico projector paradigm shift"> <span class="date">2015-07-27</span> <span class="from">Roger → (15 people) → Walt → Jeffrey</span> <span class="title">Roger Collamati: "Why MicroVision?"</span> <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> </div>
<div class="item" data-searchable="peter blog picop projection smartphone screen bigger"> <span class="date">2015-06-09</span> <span class="from">Roger → Walt → Jeffrey</span> <span class="title">Peter's Blog: "Why MicroVision? Because THIS."</span> <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> </div>
</div> </div>
<!-- THESIS EVOLUTION --> <div class="section" data-section="thesis"> <div class="section-header" data-color="pink" onclick="toggleSection(this)"> <span class="toggle">▼</span> <h2>Thesis Evolution</h2> <span class="count">5 phases over 11 years</span> </div> <div class="section-items"> <div class="callout"> <strong>Phase 1: Pico Projectors (2015–2017)</strong><br> Bet: MVIS laser beam scanning gets embedded in smartphones and robots.<br> Partners tracked: Sony, Sharp, Foxconn, Celluon, Ford.<br> Key product: Sony MPCL1 pico projector. </div> <div class="callout"> <strong>Phase 2: Interactive Displays & HoloLens (2018–2019)</strong><br> Walt's conviction: Microsoft and Amazon are MVIS's "mystery customers."<br> Known deals: $25.2M contract (suspected HoloLens 2), $10M display-only license (suspected FoxConn).<br> Walt built PPS models projecting 1B units/year at PE 14. </div> <div class="callout"> <strong>Phase 3: Amazon Breadcrumbs (2020)</strong><br> Detective work: MVIS data sheet → Whole Foods salmon platter → Echo form factor.<br> Peter confirmed Amazon engineer contact. Trading volume exploded 56x YoY.<br> Apple/STM connection explored. </div> <div class="callout"> <strong>Phase 4: LiDAR Pivot & Spreadsheets (2021–2024)</strong><br> MVIS pivoted to automotive LiDAR. Walt built interactive scenario-modeling spreadsheets.<br> Jeffrey hosted files on aesthetic.computer for the Reddit/blog community.<br> Walt tracked Jeffrey's brokerage account, urged rebuy at $8.62. </div> <div class="callout"> <strong>Phase 5: Defense + AI Valuation + AIM Theory (2025–2026)</strong><br> Anduril (defense), ZF (auto Tier 1), NVIDIA (AI) partnerships.<br> Grok AI valuation: <span class="number">$2–5B market cap</span>, <span class="number">$200–500M</span> NED licensing.<br> Price target: <span class="number">$6–$16</span>. Special dividend of $2 would "kill shorts."<br> <strong>New signal:</strong> AIM Intelligent Machines (autonomous earthmoving, DCVC-backed) now sharing office space with MVIS. Walt's call: AIM takeover. </div> </div> </div>
<!-- HOSTED ASSETS --> <div class="section" data-section="assets"> <div class="section-header" data-color="green" onclick="toggleSection(this)"> <span class="toggle">▼</span> <h2>Hosted Assets</h2> <span class="count">files on assets.aesthetic.computer</span> </div> <div class="section-items"> <a class="item" href="https://assets.aesthetic.computer/mvis/2025%20CoPilot%20discussion%20on%20Mircrovision's%20collaboration%20with%20Anduril,%20ZF%20and%20NVIDIA.pdf"> <span class="date">2025-04</span> CoPilot Discussion: Anduril, ZF, NVIDIA (PDF) </a> <a class="item" href="https://assets.aesthetic.computer/mvis/fall-2024/spreadsheet.html"> <span class="date">2024-10</span> MVIS Lidar Spreadsheet Analysis (HTML) </a> </div> </div>
<!-- EXTERNAL LINKS --> <div class="section" data-section="links"> <div class="section-header" data-color="purple" onclick="toggleSection(this)"> <span class="toggle">▼</span> <h2>External Links</h2> <span class="count">blogs, reddit, podcasts</span> </div> <div class="section-items"> <a class="item" href="https://www.reddit.com/r/MVIS/" target="_blank">r/MVIS — Reddit community</a> <a class="item" href="http://petersmvis.blogspot.com/" target="_blank">Peter's MVIS Blog (petersmvis.blogspot.com)</a> <a class="item" href="https://www.reddit.com/r/Anduril/s/04VflOEqzW" target="_blank">Anduril Reddit thread (2026)</a> <a class="item" href="https://www.reddit.com/r/MVIS/s/bOaCrOBaeQ" target="_blank">r/MVIS — Peter on AI search filtering</a> <a class="item" href="https://www.pixelworks.com/en" target="_blank">Pixelworks</a> </div> </div>
</div><!-- /sections -->
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