Mobileye vs Waabi: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Waabi ranks 55 on the Robotics 100 with a score of 82; Mobileye ranks 64 with 81. Mobileye is ahead on production and commercials. Waabi is ahead on deployment, progress and firepower. Level on technology, positioning and leverage. Mobileye is based in Jerusalem, Israel, Waabi in Toronto, Canada. Mobileye is named in 32 signals and Waabi in 19.

Mobileye →

Jerusalem, Jerusalem District, Israel · Robotics · Systems / Autonomous vehicles & driving · mobileye.com

Mobileye develops autonomous-driving and advanced driver-assistance systems for passenger and commercial vehicles, including perception, planning and driving-control technologies.

Robotics 100 · rank 64 · score 81Humanoids · member · score 44AI Core · prospect · score 28

Scores, Robotics (of 10)

Deployment6
Production8
Commercials10
Progress9
Technology8
Positioning8
Firepower8
Leverage10

Darker bar: ahead of the other company on that measure.

Latest signals

  • Mobileye is establishing a vertically integrated robotaxi business.Mobileye Global Inc.
  • Mobileye announced a planned CEO transition after Amnon Shashua’s 27-year tenure.Mobileye Global Inc.
  • Mobileye’s imaging radar was selected by a global automaker for eyes-off driving.Mobileye Global Inc.

32 signals name Mobileye.

Facts, with sources

  • Acquired Mentee RoboticsFrenchWeb
  • 1
  • 3

9 facts on file.

Waabi →

Toronto, Ontario, Canada · Robotics · Systems / Autonomous vehicles & driving · waabi.ai

Waabi builds autonomous-driving systems through Waabi Driver and is developing and deploying Level 4 autonomous trucks and robotaxis with partners including Uber, Volvo and Aurora.

Robotics 100 · rank 55 · score 82AI Core · watchlist · score 61

Scores, Robotics (of 10)

Deployment10
Production2
Commercials4
Progress10
Technology8
Positioning8
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

Waabi is the clearest AV2.0 bet in this batch. Its Physical AI Platform pairs a verifiable end-to-end AI model with an advanced neural simulator so a single model powers both autonomous trucks and robotaxis, the basis of its capital-efficiency argument. Raquel Urtasun founded it in 2021 after serving as chief scientist at Uber ATG, the unit Uber sold to Aurora in 2020, so the January 2026 Uber deal is a reunion. That deal is the defining event: a USD 750 million Series C co-led by Khosla Ventures and G2 Venture Partners, plus roughly USD 250 million in milestone-based capital from Uber to deploy 25,000 or more Waabi Driver-powered robotaxis exclusively on the Uber platform, for total available capital of USD 1 billion and the largest tech fundraise in Canadian history. On trucks, Waabi partners with Volvo Autonomous Solutions, which builds the VNL Autonomous at its Virginia facility with Waabi sensors, compute and driver. The weakness is deployment: commercial pilots in Texas still carry safety drivers, the first closed-course driverless run came in October 2025, and the planned end-2025 driverless public-highway launch slipped by several quarters, attributed to validating the trucks rather than the driver.

Latest signals

  • Volvo Autonomous Solutions and Waabi began autonomous customer operations for Warp in Texas.PR Newswire, all releases
  • Waabi declares its autonomous trucks ready for deploymentBetaKit
  • Waabi says its autonomous trucks are ready for deployment.BetaKit

19 signals name Waabi.

Facts, with sources

  • controlled_by: Raquel UrtasunNVIDIA blogs
  • Waabi and Uber deployment collaboration for Waabi Driver-powered robotaxis using NVIDIA DRIVE AGX ThorNVIDIA blogs
  • Waabi deployment collaboration with Uber to expand into the robotaxi market using Waabi Driver on NVIDIA DRIVE AGX ThorNVIDIA blogs

36 facts on file.

More comparisons

Questions this page answers

Mobileye or Waabi: which is ahead in robotics?

Waabi ranks 55 on the Robotics 100 with a score of 82; Mobileye ranks 64 with 81. Mobileye is ahead on production and commercials. Waabi is ahead on deployment, progress and firepower. Level on technology, positioning and leverage. Mobileye is based in Jerusalem, Israel, Waabi in Toronto, Canada. Mobileye is named in 32 signals and Waabi in 19.

How do Mobileye and Waabi compare?

Waabi ranks 55 on the Robotics 100 with a score of 82; Mobileye ranks 64 with 81. Mobileye is ahead on production and commercials. Waabi is ahead on deployment, progress and firepower. Level on technology, positioning and leverage. Mobileye is based in Jerusalem, Israel, Waabi in Toronto, Canada. Mobileye is named in 32 signals and Waabi in 19. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month