Timing of autonomous driving remains very uncertain. Pony AI has gone public on the back of revenues generated from engineering, but real growth will come from ride-sharing fares and when...
Low-balled numbers still give good growth. Qualcomm used its 2024 investor day to focus on the areas outside of smartphones where the diversification strategy that was laid out in 2021...
Google: A badly thought-through remedy. The US Department of Justice is recommending that Google be forced to sell Chrome as a remedy for its illegal monopolisation of the search market...
By its own standard, the shares should be falling. Tesla reported excellent results and guidance but given the valuation of the shares and how the company sees itself going forward,...
Automotive joins the Oryon family. In what was an obvious move, Qualcomm has rolled the Oryon custom CPU into its automotive product offering that will give OEMs a greater opportunity...
18th October 2024: RFM deepens its coverage of Automotive Ecosystems with a look at the evolution of Apple CarPlay and how it may enable Apple to take over infotainment completely....
Great visuals, no content. When the highlight of the show is wondering if it was a Cybercab malfunction that caused Mr Musk to start the show nearly an hour late,...
Where the companies go, the governments will follow. Yet another delay to the EV transition comes as no surprise as the criteria for mass adoption is still far away...
A dummy will be launched. The idea that Full Service Driving (FSD) will be a commercial reality in 2025 remains a fantasy but Mr Musk will strengthen the resolve of...
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.
Autonomous Driving – End of Cruise
Tesla is the main beneficiary of Cruise’s demise. GM’s withdrawal from the robotaxi market is a sign that the economics of this industry are not going to be what Elon...