Mobileye's Robotaxi Launch Puts It on Both Sides of the AV Business

Episode 55 of Self-Driving Cars with Fexingo dives into Mobileye's unusual robotaxi strategy in the US. Unlike Waymo or Cruise, which operate their own fleets, Mobileye plans to sell its self-driving technology to multiple ride-hail operators while also running a small fleet itself. Lucas and Luna break down the 'both sides' business model, what it means for the autonomous vehicle industry, and how the stock market is reacting — with Tesla up 6% in five days and the Global X Autonomous & Electric Vehicles ETF (DRIV) up 6.4%. A specific, data-driven look at how one company is trying to escape the winner-take-most trap of AVs. #Mobileye #Robotaxi #AutonomousVehicles #SelfDrivingCars #AVBusinessModel #Waymo #Cruise #Tesla #Qualcomm #Technology #Business #FexingoBusiness #BusinessPodcast #StockMarket #DRIV #AVETF #Lidar #MobilityTech Keep every episode free: buymeacoffee.com/fexingo