And so the next big race begins. A group of Chinese scientists is claiming to have reached quantum supremacy which while it means very little in practical realities at the...
Only a joint venture makes any sense at all. While it makes complete sense for Uber to get rid of its autonomous driving activity and start again, I think Aurora...
Boston Dynamics finds a credible home. Boston Dynamics may have finally found a credible owner spelling the end of click-bait robots that lose money and instead focusing on bringing its...
The leaders should survive while rest look to be in great peril. While Waymo pushes ahead with its “driverless” taxi service, Uber is mired in difficulty clearly indicating that the...
Another unthinkable event to add to 2020’s long list. For nearly 20 years I have strongly believed that Arm could not be acquired by another semiconductor company as Arm’s acceptance...
TikTok lobbies for an extension TikTok’s transparency briefing actually explains very little about how the algorithm works and looks to me to be an attempt to get the press to...
Brute force is not the answer. NVIDIA reported excellent results as it is the main supplier to an industry where difficulties in evolving its technology have forced it to rely...
The 4-year design cycle problem again. Nvidia has landed a major blue-chip client for its Drive Orin platform in announcing with Mercedes-Benz but by the time it ships in 2024,...
Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected meaning that the smaller players...
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.
Uber and Aurora – Outsourced future.
Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where I think ATG investors should...