Mobileye's retirement of Amnon Shashua has reopened the strategic question of what to do with Mentee Robotics, a humanoid robotics startup it acquired for around $900 million earlier this year. The acquisition, completed in January, reflected Shashua’s vision of expanding Mobileye’s AI and perception technologies beyond vehicles. Following Shashua’s departure, investors and analysts debate whether Mentee is a natural extension of Mobileye’s capabilities or an expensive distraction from its core automotive business. Some analysts argue Mentee was tied to Shashua’s personal vision and that Mobileye’s primary challenge remains strengthening its automotive business, including ADAS, autonomous driving platforms, and robotaxi programs. Others see a strategic connection, noting Mobileye’s computer vision, AI, real-time processing, and chip technologies could serve as a foundation for robots. The debate draws comparisons to Mobileye’s separation from Intel, but analysts note the situations differ: Intel took Mobileye public in 2022 to unlock value from a mature company, while Mentee is an early-stage firm requiring significant R&D investment with no near-term meaningful revenue. A new CEO could conclude that separating Mentee through a spin-off, partial sale, or an inde is possible.