Mobileye Global

There's a few companies doing it.

Wave and Mobileye, a couple others.

And everything else is just...

A good car with some driver assistance.

Mm-hmm.

Which is sort of uses Mobileye technology and-

I heard it's not great

... isn't, you know, isn't, isn't really up there with Waymo or Wayve these days.

Until today, the name sticks.

But where are our women folk actually working today? Well, those who study computers are working at Google and Amdocs and Mobileye and Intel and so on.

Meaning this kind of strong isolationism isn't happening anymore.

And therefore we need the toolkit to be able to, number one, be a part of Israel.

And I just wanted- Who was at the top there? Waymo, of course.

Well, and Mobileye.

Mobileye? Wow, this

chart didn't age well.

Don't forget, look at everybody else.

I think that the long history whether its technology or parts in the automotive industry is just that just you know normalize commoditize and move on.So am-

so so That would be like the modular business model for example the the level one solutions today most of those come from Mobileye

Something like that yeah i mean Look okay and I Know this isn't The same As wiper blades but I Think There's Just a Long History Of Commoditization Innovation Turning Into Commoditization in This Business And I Am Not Going To Assume Otherwise.I I I didn't Know I Had To Pick Someone in The Field I...

So Was Gonna Say The Field For That way but I Don't Think It's Gonna Be Tesla.I think I w- Would Take Waymo Over Tesla Here.i Think I'll Take The Field If You Make Me say GM I'Ll Cringe But Just Because They're Bigger And I Think They'll Stay biggerBut Yeah Something Like Um Whether Its Mobileye Or NVIDIA Or Someone I Think That This Is Going To Just Be Like Right Now Everybody Buys Their Turbochargers From The Same Place Basically

Mm-hmm

You know One Company.

Look at NVIDIA, what used to be Melanox.

Look at Mobileye.

Even Checkpoint, which is software, but it's a software which was a very unique software at the time and breakthrough.

Wasn't a, hey, application.

Waymo came out of the gate and disclosed that they had developed a custom machine learning accelerator, you can call it an AI ASIC if you want, specifically for autonomous vehicles.

This is a market where there is no shortage of off-the-shelf options from companies like Intel Mobileye, Qualcomm, NVIDIA, AMD.

Basically, if you want to build a robotaxi or an autonomous vehicle, you don't have to look very hard to find something that you can use to build this.

And so we have seen companies like Tesla go down this road, but Tesla is a massive, massive electronic electric vehicle company that has made a lot of inroads through its technological design and innovation around things like full self-driving.

So that was step one.

And now they're starting with Mobileye and other cars, systems like that to give you feedback and guide you and make sure and tell you, hey, we think you might be wrong.

We are not forcing you.

We are just trying to give you data in a more active way, in a more accurate way.

Their full self-driving chip, also known as part of Hardware 3, was introduced in 2019.

Tesla abandoned third-party chips like Mobileye and NVIDIA to build its own custom neural network accelerator.

The AI4, which is Hardware 4, currently deployed across Tesla's production vehicles, relies on a custom system on a chip optimized for end-to-end vision neural networks.

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