Jun. 30 at 7:00 PM
$VLN is quietly moving into a much bigger narrative than most people are pricing in.
On the earnings call, CEO Yoram Zeiger confirmed EVP Ido Cohen is chairing a physical AI working group focused on robotics connectivity standards via MIPI.
That’s not just adjacency anymore, that’s standard-setting exposure in the physical AI stack.
Management also said VLN is no longer just audio, video, automotive. The scope is expanding.
Same company already validated A-PHY at scale in AutoChina interoperability testing, so this isn’t just talk.
Now you’ve got exec-level involvement shaping how robots and physical AI systems connect.
Early, but this is how infra positioning usually starts before the market wakes up.
Anyone else tracking
$VLN from the robotics angle?
