Side-by-side comparison of AI visibility scores, market position, and capabilities
Dominant global ADAS supplier with $1.9B revenue in 2025 (+15% YoY); $24.5B future revenue pipeline; 2026 is transition year toward full autonomy
Mobileye is the global leader in advanced driver-assistance systems (ADAS) and autonomous vehicle technology, founded in Jerusalem in 1999 and acquired by Intel in 2017 before re-listing as an independent public company in 2022. Built on proprietary computer vision and sensing technology, Mobileye's EyeQ chips and software power the ADAS features — lane keeping, automatic emergency braking, adaptive cruise control — in hundreds of millions of vehicles from dozens of automakers worldwide, making it the invisible safety layer in the modern automotive industry.\n\nMobileye's product portfolio spans entry-level ADAS for high-volume vehicles, SuperVision hands-free highway driving systems, and Chauffeur, its full self-driving stack targeting robotaxi and consumer autonomous vehicles. The company also operates Mobileye Drive, its autonomous vehicle deployment platform. Its technology serves virtually every major global automaker, with integration depth that creates substantial switching costs and a moat built on the largest real-world driving dataset in the industry through its Road Experience Management (REM) mapping system.\n\nMobileye reported $1.9B in revenue in 2025, a 15% year-over-year increase, with a $24.5B future revenue pipeline from committed automaker programs. The company has described 2026 as a transition year as SuperVision deployments ramp and its next-generation EyeQ Ultra chip enters production. Despite near-term market volatility in EV and autonomous adoption timelines, Mobileye's dominant ADAS market share and long-term pipeline position it as the essential technology partner for the automotive industry's multi-decade transition to autonomous vehicles.
Level 4 autonomous trucking software company; partnered with NVIDIA and truck OEM International Motors for factory-built self-driving trucks.
Plus (Plus.ai) is an autonomous driving technology company headquartered in Cupertino, California, focused on Level 4 autonomous driving software for commercial heavy-duty trucks. The company develops SuperDrive, an AI-based autonomous driving system designed to run on NVIDIA DRIVE AGX Hyperion compute platforms installed in Class 8 long-haul trucks. Plus is notable for its OEM-integrated approach, working with truck manufacturers to build autonomous capability into vehicles at the factory rather than as aftermarket retrofits.\n\nIn 2025, Plus announced a major partnership with International Motors and NVIDIA to co-develop factory-built Level 4 autonomous Class 8 trucks, combining International's vehicle manufacturing expertise with SuperDrive software and NVIDIA's AI compute architecture. This factory-integration strategy differentiates Plus from competitors who primarily retrofit existing trucks and is expected to reduce deployment complexity and improve safety certification timelines.\n\nPlus operates driverless testing on public highways in California, Texas, and select European routes, and has completed commercial pilot deployments for freight partners in the US and China. The company has raised significant venture capital and counts logistics companies among its early commercial partners. Unlike Aurora, which went public via SPAC, Plus has remained private and is positioning for growth through partnerships rather than a standalone commercial trucking network.
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