Mobileye – strategy

This is about Mobileye. Questions and guidelines are below.

Optimistic predictions for the rollout of autonomous vehcles have been famously wrong. Looking backwards why has it been so hard to build and rollout AVs?
Looking forward to 2026 what is your vision for Robotaxis? What can technology deliver over the next 5 years? Will robotaxis be a big business? Profitable? Global? Niche? What are the barriers to adoption?
What is Mobileye’s strategy regarding robotaxis? Assess Mobileye’s approach to technology, REM and RSS strategies, and mobility-as -a -service.
Should Mobileye’s CEO suggest to the new CEO of Intel (why or why not):
-invest billions to rollout a global, vertically integrated robotaxi service
-use robotaxis to learn then revert back to a horizontal supplier of AV chips and software
What should Gelsinger do?

All questions thoroughly answered with reference to:
Case
Readings
Cited outside sources referenced (bonus points)
Provide opinions that are backed up by fact and theory
Answering the “WHY” is important

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