Mobileye’s US robotaxi launch will put it on both sides of the AV business

“The realization is that you can’t reach that Holy Grail if you don’t go through the robotaxi business,” Shashua said at the time.

Mobileye said it will create a new operating business for its robotaxi service, which will use its self-driving system. Mobileye plans to manage the fleet and will leverage Moovit, the transit and ride-hailing app it owns, for the consumer-facing piece.

Mobileye said this new business will complement its supplier business. The company didn’t name which vehicle will be used in its fleet, only noting that it will work with “AV-ready vehicle platform manufacturers.” However, the company’s press release announcing the partnership shows a photo illustration of what appears to be a modified Ora iQ, the electric crossover produced by the Chinese automaker Great Wall Motors.

“This initiative is not a replacement for our existing partnerships; it is an extension of them,” said Shashua. “We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive. At the same time, operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility.”