AVs After Alphabet

one assumes either it hopes to get revenue from (a) more eyeballs on Google-ad-powered screens (phones, dashboard, and especially heads-up displays)  in a world of AVs, (b) cutting a licensing deal with manufacturers, or (c) providing mobility services directly a la Uber-type of business

Source: transportist.org

Amazing how long it has taken to extract Google’s Self-Driving business model, will we ever know? The auto industry generally does not trust them, but they owe a lot for having recreated excitement for technology in cars again.

Intel Corporation’s (INTC) CEO, Brian Krzanich Presents at Sanford C Bernstein Strategic Decisions Conference 2016 – Brokers Conference Transcript

If you look at autonomous cars or semi-autonomous cars that could 5 million to 10 million units a year easily and if you look at that number it is several Xeon Processors in size average autonomous car

Source: seekingalpha.com

The last I checked this Xeon package is too big and too hot to run in a car, but the story sounds good to investors.