The Rising Influence of Rising Affluence

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Mobileye/FSD - IMO Mobileye's founder has had the most consistent forecast of when FSD (via robotaxis) can be deployed commercially. His forecast and vision of what will be required hasn't changed much since 2016. Musk says camera only can do the work and Lidar is fool's errand. Now Musk has softened that stance because of solid state LIdar coming on the market. Although still expensive, that can drop fast with refinement and scaling. Then imaging radars will become available and more affordable so that will be added as well. IMO Mobileye has a good chance of gaining big market share in FSD. Tesla car owners would belong in Musk's FSD world however that evolves.

https://ca.finance.yahoo.com/video/ford-intels-mobileye-expand-partnership-141043427.html?utm_content=135106997&utm_medium=social&utm_source=twitter&hss_channel=tw-26195165