Intel Corp.

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Mobileye, Intel, BMW Attack Google and Tesla






Mobileye, Intel, and BMW Take on Tesla and Alphabet in Self-Driving Race


Preface
In a rather stunning move, Intel Corporation (NASDAQ:INTC), together with Mobileye NV (NYSE:MBLY) and BMW have joined forces to create a totally self-driving car by 2021.

Self-driving Cars
The news broke a couple of days ago and the surprise is not the technology, but rather the technology companies that are involved. Self-driving cars have famously been pursued by Tesla Motors (NASDAQ:TSLA) and Alphabet Inc. (NASDAQ:GOOGL).

The competing companies go about it in different ways -- Tesla Motors is actually manufacturing the cars and teaming up with NVIDIA Corporation (NASDAQ:NVDA) to make the brains as well. Alphabet has been building the brains with apparently no interest in the actual manufacturing of a vehicle.

But the Intel Corporation collaboration with BMW using Mobileye NV as a part of the brains behind the self-driving car is a new entry.

Self-Driving Car Market
The markets for cars with driverless features and those that are fully autonomous show staggering growth potential. Here are a couple of charts. First, this is the market for cars with driverless features:



While that market will become enormous in the shorter-term, the real crown jewel is the fully autonomous self-driving car. This is a technology that will shake the world as we know it, much like the light bulb or the personal computer. This goes beyond a convince and will get as far as literally changing the real estate market landscape.

Just imagine living three hours away from work but being able to sleep those hours as your car quietly gets you there. The impact on society will be incredibly disruptive, for better and likely for a little worse. Here are the projections for the market for fully autonomous self-driving cars.



Competition Heats Up
Intel Corporation (NASDAQ:INTC) has long been forgotten as a tech innovator. It has found its way back out of potentially devastating earnings losses as the cloud business has picked up the slack in the dying personal computer business. The story for Mobileye NV (NYSE:MBLY) is a bit different.

While Mobileye touts its technology as state of the art, the company has its detractors. In fact, it was called out as "the short of the year" by Citron Research. For now, with the imprimatur of BMW and Intel, Mobileye finds itself in fantastic company.

The Intel, Mobileye, BMW self-driving car is tagged to arrive in the year 2021, likely behind Alphabet Inc. (NASDAQ:GOOGL), Apple Inc. (NASDAQ:AAPL) and Tesla Motors (NASDAQ:TSLA). But nonetheless, a new dream team has arrived. Welcome to the game Intel and Mobileye. The apparent dream team of Apple and BMW is off the table, but a new one has been formed.

WHY THIS MATTERS
Finding the company that will lead the self-driving and artificial intelligence revolution is just a part of what we do. At Capital Market Labs we identify thematic trends that will revolutionize our futures and the companies that will benefit most from them to find the "next Apple" or the "next Google." Our research sits side-by-side with Goldman Sachs, Morgan Stanley and the rest on professional terminals, but we are the anti-institution. Our purpose is to break the information monopoly held by the top .1%.

Each company in our 'Top Picks' is the single winner in an exploding thematic shift like artificial intelligence, Internet of Things, drones, online video, biotech and more. In fact, here is just another of the trends that will radically affect the future that we are ahead of:



Each company in our 'Top Picks' is the single winner in an exploding thematic shift like artificial intelligence, Internet of Things, drones, biotech and more. In fact, here is just one of the trends that will radically affect the future that we are ahead of:

This just one of the themes we have identified and this is just one of the fantastic reports CML Pro members get along with all the visual tools, the precious few thematic top picks for 2016, research dossiers and alerts. For a limited time we are offering CML Pro at a 90% discount for $10/mo. with a lifetime guaranteed rate. Join Us: Get the most advanced premium research delivered to your inbox along with access to visual tools and data that until now has only been made available to the top 1%.