Tesla can detach from Mobileye and in-source its machine vision technology? That’s great. But this doesn’t mean any normal automaker can follow suit. In this “race to autonomy,” Tesla is a Usain Bolt. It’s a Silicon Valley company from birth, genetically suited for this type of race. Everyone else has love handles and a bum hip. They’re all forced to piggy-back on a Mobileye in a desperate bid to stay in the race, never mind win it. For this dependency to change, they would have to:
- Put together an FI pit crew on the sidelines.
- Suddenly jump off Mobileye at the right moment and head to the pit for a shot of Red Bull, a quick hydrocortisone shot and a heart transplant.
- Re-enter the race and hope to God that everything works.
This latest divorce shocker just underlines the very large gap between Tesla and everyone else in the auto racket. Mobileye shares will recover within a week as people remember the increasingly vital role Mobileye will play in this race.
TeslaMondo owns shares of MBLY.