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No. of Recommendations: 3
But wait!
This video, Mobileye brags about its millions of km of data, more data better AI, same virtuous cycle,


Not disagreeing with the technical details about Mobileye.

But...one thing to consider is this. Intel bought Mobileye a few years ago.
Intel management has been pre-occupied lately. Assaulted by AMD on the CPU side and Nvidia and AMD on GPUs where they are trying to be relevant. Apple is dropping them as a supplier for Mac computers as they are ramping using their own CPU. At the same time they are floundering at what they dominated the industry in for the last 30 years...they "were" always the best in FAB process technology, now TSMC is the undisputed leader as Intel has had repeated delays at 10nm and smaller processes.

Bottom line...I don't know. Either Mobileye is flying under the radar within Intel or they might be needing to justify every dollar they spend. Mobileye is probably the tenth most important thing at Intel right now. Compare to AI within Tesla.

Mike
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