Mobileye is certain still a player. However, all these companies have a severe disadvantage.
AI still basically rest on data and computational power.
When it comes to autonomous driving, nobody is anywhere close to Telsa. They have over a million cars on the road, with 8 cameras, each snapping 30 pictures a second. That is a ton of data that the others do not have.
Plus with Dojo which will be an AI exascale computer, they will have by far the fastest computer out there.
Thus my take is that it will be difficult for the other companies to catch up with autonomous driving.
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