Mobileye To Acquire Mentee Robotics to Accelerate Physical AI Leadership
Mobileye today announced entry into a definitive agreement to acquire Mentee Robotics Ltd., an AI-first humanoid robotics company with a third-generation, vertically integrated humanoid robot. This transaction would combine Mobileye’s advanced AI technology and global production expertise with Mentee’s breakthrough humanoid platform and deep AI talent, creating a global leader in physical AI across two transformative markets: autonomous driving and humanoid robotics.
Strong traction in advanced vehicle autonomy and core ADAS technology has resulted in a current automotive revenue pipeline of $24.5 billion over the next eight years, up more than 40 percent compared to January 2023.1 This acquisition broadens the scope of the business with a decisive step toward Physical Artificial Intelligence in general: systems designed to understand context, infer intent, interact naturally with humans and act safely and effectively in the physical world in an economically scalable manner.
The evolution of Mobileye’s autonomy stack over the last few years beyond goal-driven navigation toward holistic, context-aware and intent-aware reasoning, provides a natural foundation for general-purpose robots designed to operate productively alongside humans while meeting uncompromising safety requirements.
This acquisition will accelerate Mentee’s go-to-market strategy, with first on-site proof-of-concept deployments with customers expected in 2026. These deployments are intended to operate autonomously without teleoperation, and series production and commercialization are targeted for 2028.
The total consideration for the acquisition will be $900 million(subject to certain adjustments), comprising approximately $612 million in cash and up to about 26.2 million shares of Mobileye Class A common stock subject to adjustment based on the vesting of any Mentee options prior to the closing. The foregoing amounts are not final and are subject to adjustment pursuant to the terms of the Share Purchase Agreement. The transaction is subject to customary closing conditions and is expected to close inthe first quarter of 2026.
Remarkable Progress Made in Startup Phase
Mentee has made remarkable progress in the four years since its founding, designing and prototyping a cost-efficient humanoid platform engineered for scalable real-world deployment. The platform combines in-house hardware and software design, with an AI architecture built around human-to-robot mentoring, few-shot learning, and simulation-first training. Unlike systems relying on large-scale real-world data collection or continuous teleoperation, Mentee’s approach is designed to enable robots to acquire new skills from natural demonstrations and intent cues over time, to deliver predictable, safe interactions with humans and objects while preserving an optimized price-to-usefulness ratio.
Mentee’s Core Moat: Rapid Learning with Robust, Cost-Efficient Utility
Mentee humanoids are engineered to deliver robust out-of-the-box functionality, including the integration of advanced scene understanding and natural instruction following, end-to-end autonomous task execution without teleoperation, and reliable locomotion, navigation, and safe manipulation of rigid objects. Development is progressing rapidly towards “few-shot generalization” which is designed to enable robots to learn and execute new skills and tasks after only a few human demonstrations. This capability will enable rapid deployment of humanoid robots across a wide range of real-world tasks, as both a labor multiplier and a collaborative presence alongside people.
Two Pillars Driving Mentee’s Technology Advantage
- Mentee’s Scalable AI Advantage
The Mentee platform is built on two foundational AI pillars that create a strong technology moat: - An integrated AI solution that combines advanced foundation models with reinforcement-learning based motion models.
- Simulation-only training with breakthrough technologies that minimize the Sim2Real gap. Mentee’s approach reduces reliance on large-scale real-world data collection and enables efficient skill acquisition through simulation, accelerating scalability and cost efficiency.
- Vertically Integrated Hardware for Scalable Deployment
Mentee develops critical hardware and embedded software technologies in-house, including: - Proprietary actuators for superior torque density and compact form-factor
- Precision motor drivers for superior control and behavior transparency
- Practical and strong robotic hands, with motor-based tactile sensing to enhance modularity and reduce complexity
- Hot-swappable batteries for continuous uptime
This deep vertical integration minimizes the Sim2Real gap, enables 24/7 operational availability, provides versatility for a wide range of applications, and supports cost-effective volume manufacturing.
The Convergence of Vehicle Autonomy and Humanoid Robotics
Autonomous driving and humanoid robotics share the same fundamental challenges: operating reliably and usefully in a world built by humans, for humans. Success requires meeting strict performance requirements, delivering proven and verifiable safety, operating efficiently on edge-compute platforms, and achieving scalable, economically viable deployment.
Consequently, both domains rely on a common Physical Artificial Intelligence stack that spans multimodal perception, world modeling, intent-aware planning, precision control, and decision-making under uncertainty.
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