Still a very long way to go. The lead changes once again as Baidu does not feature in this year’s data, but it is now very tight at the top...
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services in the vehicle cockpit which...
The autonomous software industry has a value of $44.3bn. Microsoft has participated in a $2bn funding round that values Cruise at more than $30bn which seems to be assuming that...
Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term future. Zoox’s approach before its...
Deep Mind puts a branch of science out of business. Deep Mind has crossed a milestone with the demonstration that its ability to predict protein structure is as good as...
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...
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...
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.
Palantir Q4 2020 – Rollercoaster
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...