Another really well done article and great in depth look at Mobileye. It will be interesting to watch this market and see how it shakes out. Hope you get a chance to take a deeper look at the competitive landscape. MBLY certainly ought to be a part of anyone AV investment portfolio.
Hi Tech Fund, I hope you're doing well. Massive fan of your Substack/Twitter.
I am a founder of Zeed (https://zeed.ai/). We're helping creators transform their written content (like this Substack) into dynamic video pieces using AI to capture new audiences.
Would love to show you an example and jump on a call if you're interested in hearing more! Best, Rohan.