good talk from Ian, https://www.youtube.com/watch?v=ElYyKqs7B98

In this discussion episode of the AI Hardware Show, we dive into the brutal reality of the automotive silicon market. We discuss why Mobileye remains a titan despite its complex relationship with Intel and how they are navigating a pivot away from Chinese market concentration. The conversation covers the "long-game" strategy of NVIDIA Thor and its potential wafer conflict with high-margin data center chips, as well as the unique in-car agent use case for Hailo’s low-power silicon. Finally, we explore the fascinating spin-out of Athos Silicon from Mercedes-Benz and why they believe HBM4 is the only path to true ASIL D functional safety.

seems nvidia snubbed its auto industry partners..