Tom Marian's questions to Mobileye Global Inc (MBLY) leadership • Q1 2025
Question
Tom Marian asked about the dynamic between Surround ADAS and SuperVision adoption, and sought Mobileye's perspective on Tesla's commentary regarding its general AI approach versus mapping.
Answer
CEO Amnon Shashua positioned Surround ADAS as the next mainstream ADAS level due to regulations, with SuperVision being a step towards eyes-off L3/L4 and a key data generator. Regarding Tesla, he dismissed the 'GenAI' buzzword, stating that all companies use AI and that employing simulators to adapt to regional differences, like in China, is a standard industry technique.