Ok. Sorry for the long delay, but it’s been a chaotic day.
First of all, I think it’s important to set things straight in terms of the ‘new Yarbo’ versus the ‘original Yarbo’.
They have no intentions on abandoning or diverting attention away from the Yarbo we all currently own. They see the two products as different markets, and they form a more cohesive brand, which I completely agree with.
The new M series is made for smaller yards. It’s also sort of designed to be easier and simpler to install, relying primarily on Lidar and vision versus RTK. They plan to offer internet based RTK optionally, but it will be a paid subscription.
The programming and code are shared between both platforms, so development will benefit both.
The M series equipment shown at CES is almost all mockup. Not finished or even working products. They had I think one core that was powered, but the rest were not.
Ken had a good analogy - Our current Yarbo is like the Tesla Model S. The new smaller one is the Model Y. They deliberately want both products, with one being the lower cost mass market, and the other being the larger premium product.
It sounds like the M series will be shipping roughly in the 3rd quarter 2026.
Personally, I think having both large and small robots is a good strategy. The M series will bring in more revenue for the company and help ensure their long term success.