Wayve seeks to upend an entire industry. Wayve is the outsider in the autonomous driving industry as it has a unique approach to the problem, but it is one I...
Omicron pandemonium – Silver lining Despite the best efforts of the CTA, the advent of the hyper-contagious SARS-Cov2 variant means that CES 2022 is going to be a subdued affair....
Retreat and live to fight another day. SenseTime’s addition to the US investment blacklist has delayed the already-downsized IPO where I think the sensible move is to postpone the listing...
Deep Mind chips away at the big challenges. Deep Mind has released new research on language models which is an attempt to address 2 of the big problems with deep...
Intel should sell as much as it can. In the face of nonsensical valuations for the EV sector and Mobileye no longer being a core part of Intel, it makes...
I am not a big believer in simulation. GM Cruise is one of the leaders in autonomous driving, but I suspect that its use of simulation as opposed to the...
The profit might be fake, but the company is not. DeepMind’s move into profitability means very little and, in my opinion, deflects attention from the fact that Deep Mind is...
Qualcomm is coming for Mobileye. Qualcomm has won its fight for Veoneer which will see it expand its offering in automated driving in an attempt to take on Mobileye in...
ByteDance joins the giants. TikTok the short video service owned by ByteDance has announced that it has over 1bn users making it unique as the only Chinese company that has...
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.
Nvidia – Not enough cylinders.
The sky-high valuation outweighs all the good fundamentals. Nvidia rallied from its loss of the Arm acquisition by reporting good Q4 21 results and by winning a landmark partnership with...