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Intel buying Mobileye for up to $16B to expand in self-driving tech

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81–90 of 105 posts

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#81
post #64

Earlier quoted context omitted.

Or if you publicly support BDS

The Mossad has assassinated Iranian physicists. Has the Mossad ever assassinated supporters of BDS?

At least one Israeli minister has called for “targeted civil eliminations” of BDS leaders. http://www.amnestyusa.org/news/press-releases/israeli-govern...

Their intelligence services are also known to "sabotage" western citizens involved in BDS. https://electronicintifada.net/content/israels-new-strategy-...

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#82
post #47

Earlier quoted context omitted.

It don't believe we're headed into any kind of AI trough. Very exciting things are happening in the field of deep learning, and the people who are best at understanding and applying all that new theory and research are kids who never leave the lab. Drive.ai is an autonomous driving startup that's made up of mostly unknown Stanford AI lab labmates who dropped out of their PHD programs to build an autonomous OS, and wh…

I'll just be upfront, I'm a total pessimist on the near-term possibility of autonomous driving. >I don't believe we're headed into any kind of AI trough. Why? AI winter is a well-known phenomenon, AI hype has permeated tech, now business and is starting to push into the layman's consciousness. Does it not seem that a bust is near? The laymans perception of autonomous driving is a magic box that will drive them around…

I take it you've shorted AI companies then?

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#83
post #31

Earlier quoted context omitted.

Autopilot is floundering in the absence of Mobileye. It will take Tesla a while before their much more expensive hardware suite with 8 cameras and a Px drive chip (just the chip is worth a few thousand dollars) can match the performance of Mobileye's EyeQ3 and single camera.

To be fair, Tesla is only using a single camera for their current functionality with the other cameras remaining idle. I agree though that they're not up to AP1 standards yet (even though they stated they would be by end of December).

For what it's worth: The latest ETA for AP2 to reach parity with AP1 was tweeted by Elon Musk yesterday:

"It's been a bear to get done, but prob 10 days or so, depending on full speed autosteer test results" https://twitter.com/elonmusk/status/841041891747545089

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#84
post #77
post #69

This after Tesla dumped Mobileye, due to Mobileye's inability to detect stopped vehicles partially blocking a lane. (3 known crashes, one fatality.)

Bullshit. Mobileye dumped Tesla after they used the Mobileye tech for the aims it was not designed for, causing those crashes.

According to TSLA, Mobileye didn't want their data used to train AP2 https://electrek.co/2016/09/15/tesla-vision-mobileye-tesla-a...

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#85

Earlier quoted context omitted.

They have 95%+ marketshare in server chips. They have an enormous manufacturing advantage. Even though they charge so much for their chips if they feel threatened by Ryzen they can just lower the price of their chips to Ryzen prices because they have a manufacturing advantage. It will just hurt their margins. 40-50% margins forever seem pretty absurd from a pure economics perspective.

But they missed mobile, and PC sales will go down (at some point). Also, ARM on the server?

Based on Microsoft's recent decision and some other rumors ARM on server might reduce Intel to only 90+% over the next few years but that's nearly the same cashflow.

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#87

What's Intels play here? I'm glad the mobileye team get some nice purim bonus but we'll see in couple of years if Intel won't kill the product (and the team)...

To make intel a standard in auto chip manufacturing. NVidia dominates this market right now.

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#88
post #58

Earlier quoted context omitted.

I'll just be upfront, I'm a total pessimist on the near-term possibility of autonomous driving. >I don't believe we're headed into any kind of AI trough. Why? AI winter is a well-known phenomenon, AI hype has permeated tech, now business and is starting to push into the layman's consciousness. Does it not seem that a bust is near? The laymans perception of autonomous driving is a magic box that will drive them around…

I don't know what people mean when they say 'the near-term possibility of autonomous driving'. Some people mean a car that can go everywhere and do everything a human can. I'm thinking about robotaxis in the Bay area that drive along established circuits and do pick-ups and drop offs in designated zones like bus stops. That's what I'm expecting to see in the 5 year time frame, and being able to apply autonomous drivi…

I expect a car that can get me to and from work safely and reliably so i don't have to waste an hour a day driving - and i hear i'm lucky that it's only an hour.

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#89
post #68

Earlier quoted context omitted.

In the same way that the government pays for part of your salary?

More like tax credits. For example you can buy an EV and knock some money off your taxes. For example supposed a company makes 5 billion they have a 30% tax rate. They would owe 1.5 billion. Supposed they bought a company for 6 billion. They realized next year hey the company is really only worth $1 billion. They write off the 5 billion which offsets the 5 billion profits so instead of the paying 1.5 billion in taxes…

So... In the same way that the government pays for part of your salary?

Re: Intel buying Mobileye for up to $16B to expand in self-driving tech

#90
post #47

Earlier quoted context omitted.

It don't believe we're headed into any kind of AI trough. Very exciting things are happening in the field of deep learning, and the people who are best at understanding and applying all that new theory and research are kids who never leave the lab. Drive.ai is an autonomous driving startup that's made up of mostly unknown Stanford AI lab labmates who dropped out of their PHD programs to build an autonomous OS, and wh…

I'll just be upfront, I'm a total pessimist on the near-term possibility of autonomous driving. >I don't believe we're headed into any kind of AI trough. Why? AI winter is a well-known phenomenon, AI hype has permeated tech, now business and is starting to push into the layman's consciousness. Does it not seem that a bust is near? The laymans perception of autonomous driving is a magic box that will drive them around…

There is no doubt that AI (like all technologies) will hit the "trough of disillusionment".

But that is different to another AI winter. AI is making real companies real money this time.

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