Amnon Shashua founded Mobileye and led it for 27 years, now transitioning to Chairman to focus on long-horizon AI and robotics technology.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Mobileye's EyeQ business is a $2B revenue/$400M profit cash cow with single-digit growth; the inflection point is robotaxi commercialization by year-end (VW partnership in Orlando/Lake Nona) and humanoid robotics, making it one of few companies spanning both physical AI domains.