Tesla parting ways with Mobileye? Evidence or pure rumor?

calisnow · Jan 20, 2016

Elsewhere on TMC is a thread I can't find now in which someone says something to the effect of "We know Tesla is not using Mobileye for the next generation of Autopilot."

Is there some news I missed or is this just pure speculation with no evidence?

Tree95 · Jan 20, 2016

It's true. I have an inside contact that's married to a friend who skis with a guy I know, and he says Tesla is getting their automation hardware from google.

larmor · Jan 20, 2016

Tree95 said:
It's true. I have an inside contact that's married to a friend who skis with a guy I know, and he says Tesla is getting their automation hardware from google.

So what your saying is you know Kevin Bacon?

HankLloydRight · Jan 20, 2016

Funny - MBLY is down A LOT from a few weeks ago -- it was up over $40/share, now it's down to $27, and I was thinking that's a good buying opportunity.

But if Tesla is dropping Mobileye completely, that's something big (but I doubt it's actually true), and I might hold off on buying some.

Ampster · Jan 21, 2016

Tree95 said:
It's true. I have an inside contact that's married to a friend who skis with a guy I know, and he says Tesla is getting their automation hardware from google.

I have heard one lawyer refer to that kind of connection as "compound hearsay"

hockeythug · Jan 21, 2016

HankLloydRight said:
Funny - MBLY is down A LOT from a few weeks ago -- it was up over $40/share, now it's down to $27, and I was thinking that's a good buying opportunity.

But if Tesla is dropping Mobileye completely, that's something big (but I doubt it's actually true), and I might hold off on buying some.

In terms of mapping Mobileye will still have the major advantage. Deals with both GM, VW and will be adding a third major company soon. Their cameras and sensors will be in over 270 models this year providing data(which they will eventually monetize).

supratachophobia · Jan 21, 2016

HankLloydRight said:
Funny - MBLY is down A LOT from a few weeks ago -- it was up over $40/share, now it's down to $27, and I was thinking that's a good buying opportunity.

But if Tesla is dropping Mobileye completely, that's something big (but I doubt it's actually true), and I might hold off on buying some.

The only reason I can see them dropping that partnership was if mobile eye wasnt moving fast enough for them.

Vitold · Jan 21, 2016

Problem for Tesla, and others, is that it is hard to differentiate and innovate if everyone gets their hardware and software from the same vendor. On the other hand, doing so is less risky, probably safer and lowers liability.

MikeC · Jan 21, 2016

A couple weeks ago there was the story about Elon trying to hire the hacker George Hotz to make something better than what Mobileye has, so I expect they will bring it in-house at some point in the future.

George Hotz Is Taking on Tesla by Himself

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Tesla parting ways with Mobileye? Evidence or pure rumor?

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