<div dir="ltr"><div><div class="gmail_default" style="font-size:large">Heads up. A new robo taxi service is going to be launched <span class="Asgive ng" style="border-style:none;background:none">someone</span> in the U.S. It&#39;s from Mobile Eye, which is owned by Intel. Here is a Gemini answer about it and links for more info.</div><div class="gmail_default" style="font-size:large"><span style="color:initial"></span><span class="gmail-citation-25 gmail-citation-end-25" style="color:initial;font-family:&quot;Google Sans Text&quot;,sans-serif;font-size:small;line-height:1.15;margin-top:0px">Mobileye officially announced plans to launch its own independent, vertically integrated robotaxi service in the United States.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="color:initial;font-family:&quot;Google Sans Text&quot;,sans-serif;font-size:small"> </span><span class="gmail-citation-24 gmail-citation-end-24" style="color:initial;font-family:&quot;Google Sans Text&quot;,sans-serif;font-size:small;line-height:1.15;margin-top:0px">This marks a historic strategic shift for the company, moving from an exclusive technology supplier to a direct fleet owner and operator competing alongside companies like Waymo and Tesla.</span></div><p style="font-family:&quot;Google Sans Text&quot;,sans-serif;line-height:1.15;margin-top:0px">The comprehensive details of Mobileye&#39;s robotaxi plans, along with the requested links, are provided below.</p><h3 style="font-family:&quot;Google Sans&quot;,sans-serif;line-height:1.15;margin-top:0px">In-Depth Details of the Robotaxi Launch</h3><ul style="font-family:&quot;Google Sans Text&quot;,sans-serif;line-height:1.15;margin-top:0px"><li style="line-height:1.15;margin-top:0px"><p id="gmail-p-rc_be55c307e6ed7185-27" style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Launch Timeline &amp; Scale:</b><span class="gmail-citation-23" style="line-height:1.15;margin-top:0px"> The service is scheduled to launch in a major (currently undisclosed) U.S. metropolitan market in </span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-23" style="line-height:1.15;margin-top:0px">2027</span></b><span class="gmail-citation-23 gmail-citation-end-23" style="line-height:1.15;margin-top:0px">.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span> <span class="gmail-citation-22" style="line-height:1.15;margin-top:0px">The rollout will begin with a phased initial deployment of approximately </span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-22" style="line-height:1.15;margin-top:0px">100 vehicles</span></b><span class="gmail-citation-22 gmail-citation-end-22" style="line-height:1.15;margin-top:0px"> operating under fully driverless conditions to validate the operational and safety models.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="line-height:1.15;margin-top:0px">  <span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p id="gmail-p-rc_be55c307e6ed7185-28" style="line-height:1.15;margin-top:0px"><span class="gmail-citation-21" style="line-height:1.15;margin-top:0px"></span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-21" style="line-height:1.15;margin-top:0px">Long-Term Fleet Expansion:</span></b><span class="gmail-citation-21 gmail-citation-end-21" style="line-height:1.15;margin-top:0px"> Following a successful pilot phase, Mobileye plans to aggressively scale the business.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span> <span class="gmail-citation-20" style="line-height:1.15;margin-top:0px">The company has set a target of expanding its fleet to approximately </span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-20" style="line-height:1.15;margin-top:0px">17,000 autonomous vehicles</span></b><span class="gmail-citation-20 gmail-citation-end-20" style="line-height:1.15;margin-top:0px"> within the subsequent five years.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="line-height:1.15;margin-top:0px">  <span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p id="gmail-p-rc_be55c307e6ed7185-29" style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">The Technology Stack:</b><span class="gmail-citation-19 gmail-citation-end-19" style="line-height:1.15;margin-top:0px"> The robotaxi division will rely on a vertically integrated ecosystem.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span> <span class="gmail-citation-18" style="line-height:1.15;margin-top:0px">It will combine </span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-18" style="line-height:1.15;margin-top:0px">Mobileye Drive</span></b><span class="gmail-citation-18" style="line-height:1.15;margin-top:0px"> (the company\u2019s proprietary autonomous driving software and sensor suite platform) with the digital infrastructure of </span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-18" style="line-height:1.15;margin-top:0px">Moovit</span></b><span class="gmail-citation-18 gmail-citation-end-18" style="line-height:1.15;margin-top:0px">, a transit-mobility platform Mobileye owns.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span> <span class="gmail-citation-17 gmail-citation-end-17" style="line-height:1.15;margin-top:0px">Moovit&#39;s ecosystem\u2014which serves over 1.7 billion users globally\u2014will supply the consumer-facing ride-hailing applications, multi-modal trip planning, dispatch systems, fleet management software, and teleoperation mission control.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="line-height:1.15;margin-top:0px">  <span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p id="gmail-p-rc_be55c307e6ed7185-30" style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Hardware &amp; Production Partners:</b> Mobileye will not manufacture vehicles from scratch. <span class="gmail-citation-16 gmail-citation-end-16" style="line-height:1.15;margin-top:0px">Instead, they will operate as an end-to-end service by partnering with AV-ready vehicle platform manufacturers, third-party fleet operators, and vehicle integration specialists to deploy pre-existing or custom-integrated automotive platforms.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="line-height:1.15;margin-top:0px">  <span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p id="gmail-p-rc_be55c307e6ed7185-31" style="line-height:1.15;margin-top:0px"><span class="gmail-citation-15" style="line-height:1.15;margin-top:0px"></span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-15" style="line-height:1.15;margin-top:0px">A Dual-Track Business Model:</span></b><span class="gmail-citation-15" style="line-height:1.15;margin-top:0px"> Mobileye CEO Amnon Shashua clarified that entering the consumer ride-hailing market is an </span><i style="line-height:1.15;margin-top:0px"><span class="gmail-citation-15" style="line-height:1.15;margin-top:0px">extension</span></i><span class="gmail-citation-15 gmail-citation-end-15" style="line-height:1.15;margin-top:0px"> of their business, not a replacement.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span> <span class="gmail-citation-14 gmail-citation-end-14" style="line-height:1.15;margin-top:0px">Mobileye will continue to act as a B2B supplier of advanced driver-assistance systems (ADAS) and autonomous tech to global automakers, using its direct robotaxi fleet to gather real-world operational insights and accelerate public adoption at scale.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="line-height:1.15;margin-top:0px">  <span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p id="gmail-p-rc_be55c307e6ed7185-32" style="line-height:1.15;margin-top:0px"><span class="gmail-citation-13" style="line-height:1.15;margin-top:0px"></span><b style="line-height:1.15;margin-top:0px"><span class="gmail-citation-13" style="line-height:1.15;margin-top:0px">Next Steps:</span></b><span class="gmail-citation-13 gmail-citation-end-13" style="line-height:1.15;margin-top:0px"> Mobileye intends to reveal finer commercialization, technological, and geographic details regarding specific cities and hardware partners at an upcoming Capital Markets Day event in the U.S. before the end of 2026.<span style="line-height:1.15;margin-top:0px"><sup class="gmail-superscript" style="line-height:1.15;margin-top:0px;font-size:16px"></sup></span></span><span style="line-height:1.15;margin-top:0px">  <span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"></span></span></p></li></ul><h3 style="font-family:&quot;Google Sans&quot;,sans-serif;line-height:1.15;margin-top:0px">Links to Official Announcements</h3><ul style="font-family:&quot;Google Sans Text&quot;,sans-serif;line-height:1.15;margin-top:0px"><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Mobileye Official Press Release:</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://www.mobileye.com/news/mobileye-to-establish-vertically-integrated-robotaxi-business/" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://www.mobileye.com/news/mobileye-to-establish-vertically-integrated-robotaxi-business/</a></span></span></p></li></ul><h3 style="font-family:&quot;Google Sans&quot;,sans-serif;line-height:1.15;margin-top:0px">Links to News Coverage</h3><ul style="font-family:&quot;Google Sans Text&quot;,sans-serif;line-height:1.15;margin-top:0px"><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Quartz Feature Article:</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://qz.com/mobileye-robotaxi-service-us-launch-2027-061626" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://qz.com/mobileye-robotaxi-service-us-launch-2027-061626</a></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Carscoops Industry Analysis:</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://www.carscoops.com/2026/06/mobileye-robotaxi-service/" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://www.carscoops.com/2026/06/mobileye-robotaxi-service/</a></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">InsideEVs Commercial Breakdown:</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://insideevs.com/news/798968/mobileye-robotaxi-us-launch-2027/" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://insideevs.com/news/798968/mobileye-robotaxi-us-launch-2027/</a></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Shacknews Market Report:</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://www.shacknews.com/article/149675/mobileye-mbly-us-robo-taxi-service-self-driving-vehicles" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://www.shacknews.com/article/149675/mobileye-mbly-us-robo-taxi-service-self-driving-vehicles</a></span></span></p></li></ul><h3 style="font-family:&quot;Google Sans&quot;,sans-serif;line-height:1.15;margin-top:0px">Links to YouTube News Coverage</h3><ul style="font-family:&quot;Google Sans Text&quot;,sans-serif;line-height:1.15;margin-top:0px"><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">The Road to Autonomy (Deep-Dive Analysis on Mobileye&#39;s Pivot):</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://www.youtube.com/watch?v=UrDWCw1tTnU" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://www.youtube.com/watch?v=UrDWCw1tTnU</a></span></span></p></li><li style="line-height:1.15;margin-top:0px"><p style="line-height:1.15;margin-top:0px"><b style="line-height:1.15;margin-top:0px">Autoline Daily (Broadcast Report on Evolving Robotaxi Competition):</b> <span class="gmail-" style="line-height:1.15;margin-top:0px"><span class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px"><a target="_blank" rel="noopener" href="https://www.youtube.com/watch?v=n7PTFcG9sUY" class="gmail-ng-star-inserted" style="line-height:1.15;margin-top:0px">https://www.youtube.com/watch?v=n7PTFcG9sUY</a></span></span></p></li></ul><br></div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div></div></div></div></div></div></div>