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Eye tracking stocks should be making hay while the sun shines. We’re seeing an emergence of new regulations in favor of this technology, like the European Union’s General Safety Regulation (GSR). This requires all new vehicles to be equipped with driver drowsiness and attention warning systems powered by eye tracking tech. Similarly, in the U.S., the National Highway Traffic Safety Administration (NHTSA) has been advancing a regulatory framework to begin mandating driver monitoring systems (DMS) for distraction and impairment detection.
However, the excitement may be short lived with autonomy around the corner. Tesla (TSLA) is about to unveil their newest version of Full Self Driving that makes their cars “feel sentient.” Waymo has logged over 100 million fully autonomous miles driven, collecting gobs of valuable data. What happens when we reach full vehicle autonomy? Does eye tracking go the way of the dodo?
To answer that, we need to look at the use cases for eye tracking tech. This technology has nothing to do with the futuristic retina scanners that the bad guys in the James Bond movies use, though retinal scanning as a pervasive surefire way to authenticate in the age of AI slop isn’t out of the question. Think of this as a sensor and software relationship that maps and understands the gaze of the human eye. It could theoretically be used to train pilots and doctors or enhance virtual reality devices. But the primary commercial use, at least for now, is in driver safety. Companies want to make sure their long-haul truck drivers aren’t falling asleep at the wheel, and eye tracking is the best way to do that.
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