A look at the Aurora SPAC in two parts The autonomous trucking company is going public at $11bn with mediocre technology and a financial plan that will not see the...
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals...
NHTSA takes aim at Tesla. The NHTSA (US vehicle safety authority) has ordered that all crashes that involve vehicles that are equipped with Level 2 and above autonomous driving systems...
The first battle is lost but the war has just begun. China is having a very hard time in its struggle to become technologically independent but in the long run,...
Simon and Jensen make their case. Arm and NVIDIA have made a good case as to how the technology industry (excluding Intel and AMD) will benefit from NVIDIA’s acquisition from...
ByteDance’s business model has a fundamental problem. ByteDance had its best year ever last year in terms of revenue, but because it employs over a 100,000 people, it is still...
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that it is now a straight...
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable...
The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Aurora – Shirtless in Mountain View pt. II
Part I can be found here Part II – Aurora demands the shirt off the investor’s back. The valuation of this deal is even more divorced from reality than Tesla...