In the metaverse, Facebook has a head start. The release of an app by Netflix for the Oculus Quest will go almost unnoticed but it is highly significant because Netflix...
A good use case for a limited technology I have long held the view that under certain circumstances, today’s AI can improve performance to a superhuman level, and I think...
Musk’s effervescence may now have consequences. It appears that crashing into emergency vehicles is one mistake too far for the NHTSA which is now investigating (to be followed by Congress)...
Fundamentals and valuation remain divorced. Tesla reported excellent results that begin to establish its long-term credentials as a player in this market but the notion that it is worth...
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...
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,...
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.
Amazon – Surveillance state.
Amazon experiments with privacy. Amazon released a series of products and services in what looks like an experiment to see how much privacy users are willing to surrender in return...