Artificial Intelligence · Profile from AI Research Companion
Mobileye
The Jerusalem company, founded in 1999 by Hebrew University professor Amnon Shashua and businessman Ziv Aviram, that bet a single camera and a purpose-built vision chip (EyeQ) could do most of what cars needed to see, and turned that bet into the world's dominant supplier of advanced driver-assistance systems (ADAS). Mobileye sells chips and software to carmakers through their Tier 1 suppliers, not to drivers, and its EyeQ chips sit in well over 200m vehicles (company, verify latest count). It has been listed twice: on the NYSE in 2014, then bought by Intel for ~$15.3bn in 2017, then floated again on Nasdaq in October 2022 with Intel keeping control. Its AI story is the slow climb from driver assistance (lane keeping, automatic emergency braking) toward "eyes-off" driving and robotaxis (Mobileye Drive in Volkswagen's ID. Buzz with MOIA and Uber), alongside a long dispute with Tesla over Autopilot (2016) and a 2024 inventory shock that cut revenue ~20%. 2025 revenue was $1.894bn (+15%, company); in 2026 it bought humanoid start-up Mentee Robotics for ~$900m, and Shashua said in July 2026 he would hand the CEO role to a successor.
At a glance
- Founded
- 1999, Jerusalem, by Amnon Shashua (computer-vision professor, Hebrew University) and Ziv Aviram
- Headquarters
- Jerusalem, Israel; incorporated in the US as Mobileye Global Inc. (Delaware) since the 2022 IPO
- Ownership / structure
- Public (Nasdaq: MBLY, since 26 October 2022). Intel holds all Class B shares plus 50m Class A shares — ~79.5% of outstanding stock and ~97.3% of the voting power (10-K, 27 December 2025). Earlier listing: NYSE 2014–2017
- Leadership (2026)
- Amnon Shashua (co-founder, president and CEO; announced 23 July 2026 he will step down once a successor is found and has been offered the chair, company); Moran Shemesh Rojansky (CFO, verify); Shai Shalev-Shwartz (CTO, verify)
- AI products
- EyeQ system-on-chips (EyeQ4, EyeQ5, EyeQ6 Lite/High; EyeQ Ultra planned); Mobileye Surround ADAS, SuperVision (hands-off), Chauffeur (eyes-off) and Drive (driverless robotaxi) stacks; Road Experience Management (REM) crowdsourced maps; Responsibility-Sensitive Safety (RSS) safety model; Mentee Robotics humanoids (from February 2026)
- Scale
- Revenue $2.08bn (2023), $1.65bn (2024), $1.894bn (2025, +15%) (company); Q3 2026 revenue $492m (−2%); 2026 guidance $1.995–2.020bn (29 October 2026, company); >50 carmaker customers (company, verify)
- Capital / valuation
- NYSE IPO 1 August 2014 at $25 (~$1bn raised, ~$5.3bn valuation, reported); Intel acquisition at $63.54 a share (~$15.3bn, announced 13 March 2017); Nasdaq IPO at $21 (~$861m raised, ~$17bn valuation, October 2022); Intel secondaries June 2023 (35m shares at $42) and July 2025 (50m shares at $16.50)
- Key partnerships
- Volkswagen Group and MOIA (ID. Buzz AD robotaxi; Uber in Los Angeles from 2026); Zeekr/Geely, Polestar (SuperVision); Porsche and Audi (premium platforms, reported 2023); Lyft and Marubeni (robotaxi, 2025); Holon (shuttles); Tier 1s ZF, Aptiv, Magna, Valeo and others
- Signature moves (incl. failures)
- The camera-first EyeQ founding bet (1999); the NYSE IPO (2014); the Tesla split after the Autopilot death (2016); the Intel acquisition (2017); the second IPO under Intel and the stake sales (2022–25); the 2024 inventory glut, impairment and lidar exit; Mobileye Drive robotaxis with VW, MOIA and Uber (2025–26); Mentee Robotics and the CEO succession (2026)
8 strategic moves analysed
Each one gets a full strategy file in the companion: context, the decision, the financing, what happened, and the lesson.
1999
Founding and the Camera First EyeQ Bet
Founding
2014
NYSE IPO
IPO
2016
Tesla Split
Partnership ended / safety dispute
2017
Intel Acquisition
Acquisition
2022
Second IPO and Intel Stake Sales
IPO / secondary share sales
2024
Inventory Glut Guidance Cut and Lidar Exit
Restructuring / write-down
2025
Mobileye Drive Robotaxis with VW MOIA and Uber
Partnership / launch
2026
Mentee Robotics and the CEO Succession
Acquisition / leadership change