Here are a couple of dots we did not see coming butcould explain why Brainchip was so upset about the trolling of Mike Davies andwhy Mike Davies according to Anil Mankar was recommending AKIDA:
Intel Drops ABomb On The Robotaxi Industry
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Summary
· Despitemost investors focusing on Tesla for robotaxis, Intel’s Mobileye is currentlyin volume production of its camera-only L2+ autonomous driving SuperVisionsystem, beating all competitors to the punch.
· Moreover,Mobileye announced the world’s first L4 consumer vehicle, launching in early2024. Mobileye has a substantial technology and first-mover advantage.
· IfTesla bulls can attribute a $1T market cap to their company’s non-existentrobotaxis, then initiating Mobileye at a $1T price target (representing 20xupside) seems reasonable.
· Mobileyecould hence become one of the greatest investments of the coming decades
·
In a significant bit of news that likely wentlargely unnoticed by the investment community, not Tesla , Nvidia or anyoneelse, but actually Intel Mobileye achieved a major milestone in late 2021 bygoing into volume production of its camera-only SuperVision autonomous drivingsystem. Combined with Mobileye's robotaxi business that will start operating intwo international cities in 2022 (based on a camera-based system
combined with a lidar and radar-system),
this means autonomous driving has finally gone fromthe lab to the fab, and is poised to contribute billions or even trillions invalue to the economy as the technology gains scale in the coming years anddecade(s).
In addition, perhaps the most significant news fromCES this week was the SHAPE \* MERGEFORMAT announcement of the world's first L4 consumer AV, slatedfor an early 2024 launch, yet again beating others such as Tesla to the punch.”
My opinion only & speculation but we all knowValeo claims to have revolutionised Lidar for ADAS and are working withMercedes and Brainchip and that it is coming to market in 2023 in time forvehicle production incorporating same in 2024.
FF
AKIDA BALLISTA
PS: Competitors usually don’t recommend the othersproduct or staff. We also know that Valeo was most likely the company/customer working with Brainchip in 2018 -2019 that gave feedback to Peter van der Made which led to delaying and redesigning of the first AKD1000 by 12 months.
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