Mobileye (MBLY): The $900M Humanoid Bet | Aug 04, 2026
Mobileye Global (NASDAQ: MBLY) sits at Layer 6 of the robotics value chain — mobile and autonomous-vehicle robotics. Its EyeQ chips sit behind the windshield of tens of millions of cars, powering automatic emergency braking, lane keeping and hands-free highway driving, and it shipped roughly 10 million units last quarter alone. In January 2026 it spent about $900 million buying Mentee Robotics, an Israeli humanoid-robot startup co-founded by Mobileye's own CEO. In July it announced it will build and operate its own robotaxi fleet.
Elena and Theo unpack a second quarter that beat on both…
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