Bloomberg Talks Mobileye CEO Amnon Shashua Talks Humanoid Robots
Jan 7, 2026
Amnon Shashua, CEO of Mobileye and a pioneer in computer vision and AI, shares insights into the company's acquisition of Mentee Robotics for $900 million. He discusses how humanoid robots can enhance Mobileye's AI capabilities and create new growth avenues. Shashua outlines the strategic phases for market entry, including tackling warehouse automation before venturing into home robotics. He expresses confidence in Mobileye's unique strengths against competitors like NVIDIA, emphasizing their cost-effective technology and significant industry partnerships.
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Humanoids Extend Physical-AI
- Mobileye frames humanoid robotics as a complementary extension of its physical-AI work in autonomous driving.
- Amnon Shashua says extending computer vision and AI to robots completes the full scope of physical AI.
Handling Related-Party Concerns
- Shashua addresses perceived conflicts of interest, noting he recused himself from the decision.
- He downplays familial ties, saying his son is a tiny-holding employee and the deal is immaterial to the strategy.
Start In Structured Environments
- Target structured environments first: warehouses, plants, and retail where tasks are finite.
- Sell or lease fleets customized per customer for predictable, high-value use cases.