Feb. 3 at 2:07 PM
$MBLY as with INTC, MBLY has the patents and motion to deliver on the whole stack, from ADAS to EYEQ, the use cases for the upcoming UNSTRUCTURED world are going to be infinite and can apply way beyond personal cars and/or robots. A functioning system, with the right tech to support will be the foundation going forward in the physical AI revolution! Check out what lies behind the valuation + where we are heading and tomorrow s challenges. Structured VS unstructured will leave the competitors behind, Tesla tried with a different unproven approach and faces lots of lawsuits, this would never stand in the EU for example. TAM is and will be massive. Need to see some execution signals and we pop. Will be back to commenting when we get some more news/next ER. Cheers!