Wednesday, June 17, 2015

Mobileye and ADAS Market

SeekingAlpha publishes comments of Baron Capital's Ron Baron in CNBC appearance: 13 years of data-collection efforts related to driver-assistance technologies has given the company a "essentially a monopoly" position for its ADAS chips and software. "When there's a tilt in the road, these guys will know about it and able to have the car steer a certain way because they've collected millions of miles of traveling [data]..." Mobileye has relationships with 23 out of the 25 top automakers.

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