The Rising Influence of Rising Affluence

[semi_infinite]

Mobileye/MaaS - M stands for mobility via driverless transport. Intel's projection of MaaS market size is $160B by 2030. Although a high margin business, it offers a boundary condition for the combined valuations of companies doing AV either as SaaS or MaaS.

https://newsroom.intel.com/editorials/mobileye-amnon-shashua-may-2020/#gs.dksh7i

PS biggest difference between Mibleye's and Tesla's FSD approaches is that the former uses camera mapping, from existing fleet, of road boundaries to the accuracy of 10 cm whereas Tesla software is map as you go.