**NEW 10x IPO*** The Next Tesla Self-Driving Competitor [MobileEye].

hey everyone me kevin here in this video

we're going to talk about a new ipo

coming in the electric vehicle space and

it's not some lame unprofitable spec

this time don't get me wrong i love some

of our lame unprofitable stocks for

speculating it but folks if you want to

make a real investment into evs

this could be a pretty big opportunity

let's talk about it right after i

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okay folks let's get into the video so

mobilei folks mobile eye is currently

owned by intel i have been wanting to

invest in mobile eye ever since i saw a

2016 video of a car using mobile eye

technology using well self-driving

essentially through israel now mobilei

uses mapped data lidar and a lot more

information than tesla's use to drive

autonomously through cities here's a

video that was posted more recently

about four months ago of a mobile eye

equipped vehicle driving through

new york and manhattan one of the

benefits of mobile is that it can be

equipped to multiple different vehicles

this company is expecting to be spun off

from intel in an ipo to give the company

a little bit more breathing room to be

able to raise their own capital and

ultimately launch robo taxi services the

company is expected to be valued in

excess of 50 billion dollars they

currently have deals with ford gili the

chinese manufacturer and many other

companies in fact their eq3

was the uh software and hardware that

tesla used back in 2016 until they had a

falling out which we'll talk more about

in a moment the eq4 powers neos es6 and

es8 nissan's pro pilot 2 volkswagen's

travel assist in the passat engulf the

ford machi and the ford f-150 truck the

eq5 is in the bmw ix and they're

developing the

iq6 along with i imagine many other

products now i'm really excited for this

company but i do know that their s1 when

they finally disclose that they're going

public with the s with the sec is going

to be critical

now what's really interesting is we

already hear that this company has over

442

million dollars of operating income over

the last 12 months this is so different

from a potentially unprofitable spec

because this company already appears

to be making a boatload of money and

profit that's going to make this a very

interesting and potentially hot ipo now

obviously its competitors are companies

like apple developing its own

software autonomy software for

self-driving companies like nvidia

qualcomm also working on their own

self-driving chips and tesla no doubt

tesla because tesla does not use

mobileye anymore chevy cruz is probably

the biggest stand-alone comp that i

could think of in terms of valuation

chevy cruz was purchased by gm for 1

billion in 2016 valued at 19 billion

dollars in 2019 valued at over 30

billion dollars in 2021 which

if you wanted to buy chevy cruze shares

on the stock market if you put a hundred

dollars into gm you'd basically be

putting about thirty dollars or maybe

even closer to thirty three dollars into

gm cruise remember gm cruise uses map

software and lidar for its autonomy

software you've also got to pay

attention to the road it's got those

lights on the wheel that kind of beat

back yeah if you take your eyes off the

road although tesla's kind of started

incorporating the cabin camera for this

purpose as well though there does seem

to be a cooldown in terms of how often

it will beep at you at least from my

experience with the vehicle

now we are expecting that robo taxis

will be launched uh in in really the

next few years by multiple different

companies both mobileye expecting a

launch in the middle of 2022 for robo

taxis and a gm crew chevy cruz expecting

to launch robo taxis over the next few

years and they expect that to be a 50

billion dollar revenue opportunity

folks mobilize was bought by intel for

15.3 billion dollars in 2017. i actually

considered investing in intel to get

basically my hands on mobile eye as a

way to diversify away from tesla and

other ev pies but i realized that if i

put 100 into gm 33 would go into

cruise but if i put 100 into intel only

about one or two dollars would actually

go into mobile eye that didn't make

sense now the company's being spun off

that could lead to a lot of opportunity

for that company to raise capital for a

lot of people to be able to invest in

the company now tesla stopped working

with the company they ended their

partnership with uh with mobileye

following a fatality of a car failing to

see a white uh tractor trailer cutting

the driver off on the highway and the

car driving under that tractor uh

trailer killing the driver

there were also

expectations that potentially the driver

was distracted watching i think it was

harry potter on his laptop but there was

a at that point an argument that elon

made that he wanted to create more

advanced technology that wasn't being

held back by being able to support

hundreds of models from legacy companies

that's because elon musk believes hey

why don't we just create one product

that we could use for uh for our cars

and we don't have to make this

be able to retrofit onto basically

hundreds of different models it's much

easier just to have four or five

different vehicles and have our autonomy

software perfected for these vehicles so

that's ultimately the direction that

elon musk went and of course elon musk

and tesla use their own chips now for

self-driving technology and their own

computing

and own algorithms to essentially

machine learn

or to make their autonomous software

better and better and better with every

update i've personally seen this having

owned a tesla since 2017 i've seen the

autopilot software go from absolutely

miserable to pretty phenomenally

incredible without even taking the car

in for service these are all just

through over-the-air updates and i

haven't even had the hardware upgraded

with the exception of recently because

i'm trying to get the full self-driving

beta but still waiting for new cameras

apparently it's kind of annoying anyway

uh mobileye does use lidar

and mobilei argues that tesla is going

to hit a glass ceiling

with their self-driving technology

unless they start adopting lidar

lidar is uh it we actually even had a

recall a few days ago about tesla

cameras which helped to mobilize

skyrocket about 10 percent i not mobile

micro vision skyrocket about 10

that's because i've made videos about

this before i personally think

microvision is a company that tesla

should just buy and just incorporate

that forward-facing glider right into

the little

rear view mirror display and boom now

you've got forward-facing light on it's

personally an argument that i've made

many times before sometimes that upsets

people and tests the community but uh

even though i'm a tesla bull i don't

like to be blinded by love

uh and i'm not saying that somebody else

watching this who is a tesla volunteer

doesn't like lidar is blinded by love

just saying uh it's okay to have

different opinions so uh we do uh know

that uh we've got uh a goal for mobileye

of going public this year hopefully uh

actually it might not be this year

anymore it's december already uh within

the next couple quarters is the goal for

when mobile i would be going public

based on

what we're hearing now uh it's also

worth taking a brief listen to the

mobilized ceo about what he talks about

for about 30 seconds with going

autonomous uh with robo taxis and then

also mapping data take take a listen in

here we are at an inflection point where

we believe middle of 2022 where we're

going to launch first our robot taxi and

all the deals that we have around it

both for uh autonomous cars consumer

consumer autonomous cars premium aides

adas it's a huge growth that we have

that you have experienced

and lots and lots of value going forward

and what is what is missing is

visibility and this is exactly what an

ipo will will provide mobile eye

and this value that will be created

would benefit intel going forward

because intel will still remain the

majority shareholder

worth noting intel's still gonna be a

majority shareholder we're gonna jump on

over to about three minutes here just to

listen to another part that's

interesting or both for uh autonomous

driving for uh ride-hailing but more

importantly for going for premium adas

for premium adas is something that

covers ninety-five percent of the

driving uh

aadis is advanced driving support

software and i wanted to actually cut

this off a little bit here he's talking

about maps how important mapping is and

i want to talk about that in tesla

briefly okay

and we have been mapping mapping the

world

and this gives us a huge asset going

forward both for

autonomous driving for

ride hailing but more importantly for

going for premium adas

right so this is a company that believes

you need to use premium maps that you

need to use lidar and all the

technologies that you have available to

essentially your company this is

completely the opposite of tesla and

elon musk who are much more focused on

eliminating parts the best part is no

part let's have no radar let's have no

lidar let's focus on vision because

that's what humans use humans use their

eyes so why do we need anything more

than that we don't need to map roads we

want to be able to take a vehicle

anywhere and not just on mapped roads to

be able to drive or use self-driving so

these are some massive differences of

course between tesla and mobile i expect

mobile to be a massive competitor to

tesla and

to some degree i think that microvision

and mobilei could be deemed hedges uh

against an investment in tesla

and ultimately i think they they are

both directionally positive i think if

you invest in microvision mobilize and

tesla

you're not going to be upset hashtag no

guarantees but i can tell you you'll be

very very happy if you check out

streamyard go to streamyard.com

meet kevin to learn more about how you

can integrate professional live

streaming and broadcasting software into

your world and figure out how to make

some money

alright folks thank you so much for

watching we'll see you in the next one

and thanks again to streamyard for

sponsoring today's video streamyard.com

meet kevin so this is a company that

believes you need to use premium maps

that you need to use lidar and all the

technologies that you have available to

essentially your company this is

completely the opposite of tesla and

elon musk who are much more focused on

eliminating parts the best part is no

part let's have no radar let's have no

lidar let's focus on vision because

that's what humans use humans use their

eyes so why do we need anything more

than that we don't need to map roads we

want to be able to take a vehicle

anywhere and not just on mapped roads to

be able to drive or use self-driving so

these are some massive differences of

course between tesla and mobile i expect

mobile eye to be a massive competitor at

tesla and

to some degree i think that microvision

and mobile eye could be deemed hedges uh

against an investment in tesla

and ultimately i think they they are

both directionally positive i think if

you invest in microvision mobile eye and

tesla

you're not going to be upset hashtag no

guarantees but i can tell you you'll be

very very happy if you check out

streamyard go to streamyard.com

meet kevin to learn more about how you

can integrate professional live

streaming and broadcasting software into

your world and figure out how to make

some money

alright folks thank you so much for

watching we'll see you in the next one

and thanks again to streamyard for

sponsoring today's video streamyard.com

meet kevin