Analysis of MobilEye strategy in robocars and video interview with CEO Amnon Shashua


It doesn't get as much coverage as others, but MobilEye has amassed an impressive portfolio of components to give them a shot at the robotaxi and robocar world (one of the few with a shot at both.)

Today I release both a new article with my analysis of their strategy and components, and also a video I made of an interview with Amnon Shashua, the founder and CEO of MobilEye, which is now a unit of Intel but will be spun out soon as a public company again.

Read Intel’s MobilEye Levels Up To Take On Tesla And Others In Self-Driving

And watch the video:

You may also want to watch Intel's own videos explaining their approach.


Public kudos from both the CTO and CEO from Mobileye on Twitter specifically directed to Tesla in the last week is hard to overlook.

On YouTube CVPR'22 WAD
Workshop on Autonomous Driving at CVPR 2022.

CVPR 2022 WAD - Workshop on Autonomous Driving

12 videos now online

Young Sohn (Walden Catalyst MP and Chairman of Harman, former Samsung President and CSO) and Amnon Shashua (Walden Catalyst is an investor in Shashua's AI21Labs) relationship has value for future endeavors.

JPM Hardware & Semis Forum
Aug 16, 2022
Akash Palkhiwala, CFO, Qualcomm

transcript on JPM investor portal

Nvidia automotive only $220 million for quarter.

Revenue of $220 million increased 59% sequentially and 45% from the year ago quarter. Strong growth was driven by auto AI solutions, which include AI cockpit and self-driving revenue, with particular strength in self-driving as new energy vehicle design wins ramp into volume.

We believe Q2 was an inflection point for our Automotive revenue as NVIDIA Orin has great momentum. During the quarter, we announced rollout plans of new vehicles from OEM partners, NIO, Li Auto, JIDU and Human Horizons, as well as's line of self-driving trucks and robotaxis, all built on NVIDIA DRIVE. Looking forward, we expect our $11 billion Automotive design win pipeline to translate to continued growth.
Autonomous driving is one of the biggest challenges AI can solve, and computing opportunity for us spans the data center to the car.

Autonomous driving will transform the auto industry into a tech industry. Automotive is one of the first to transform into a software-defined tech industry. But all industries will be.