There will always be a subset of people who do not want to relinquish control of the car to a computer. They enjoy the driving experience. The newer generation will be the most accepting of ADAS and AV systems, as they came up in the ride-hailing era of Uber and Lyft. As more L2 and L3 city-street systems come to market, and L4 robotaxis canvas more major cities, demand for the features will increase.
The current L2 and L3 systems (city) are very expensive - only the premium cars costing well over the average cost of a new car have the features available. This means the target audience skews older and in middle / upper-middle / wealthy demographics. This will trend downwards, like all technology when it evolves, and eventually we'll see L2 and L3 systems in mid-priced vehicles, especially with market demand from the younger generation.
Where Mobileye can fit is in offering L2 and L3 systems OEM to manufacturers who don't want to invest in development of their own ADAS systems. Just like a car company puts in premium audio from Bose instead of creating their own audio equipment and speakers for their cars.
