“The Real Robotaxi Winners (Hint: It's Not Just Tesla)”
Mobileye is an undervalued leader in autonomous tech with strong OEM relationships and backlog, expected to have a larger future role than currently priced in.
The first one I want to start with is Mobileye. Mobileye is the leader in autonomous technology on vehicles today, level one and low-end level two autonomous technology that you may have in your vehicles.
This is the smart cruise, smart follow, lane assist. These products have essentially become industry standard, and Mobileye is the leader providing the chips and software for both 30 million vehicles annually.