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amnon shashua

T2 · manager / operator

Amnon Shashua founded Mobileye and led it for 27 years, now transitioning to Chairman to focus on long-horizon AI and robotics technology.

1 call·1 name·100% bull·last heard 19 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$MBLYMobileyeposition

Mobileye CEO steps down to focus on robotaxi and humanoid robotics, sees huge growth

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.

Bloomberg Tech2026-07→

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$MBLY
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Mobileye
HIGHamnon shashua·Bloomberg Tech·19 days ago· position
Mobileye CEO steps down to focus on robotaxi and humanoid robotics, sees huge growth
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.
"MOBILEYE IS ONE OF THE FEW REALLY FEW COMPANIES IN THE PHYSICAL AI SPACE THAT DOES BOTH AUTONOMOUS CARS AND HUMANOID ROBOTICS. THIS IS REALLY HUGE AND THERE ARE LOTS OF TECHNOLOGY…"
16:39