Rivian is not a growth company. It is a start-up. It looks like Rivian has a great product on its hands which combined with its relationship with Amazon puts...
GM appears to go it alone. GM has announced a new end-to-end platform that aims to provide everything from systems management to infotainment, in what can only be a big...
Didi is in desperate peril. Didi Global CEO and founder Jean Liu is hoping that making an exit is going to save her company, but all of the evidence points...
Half of Didi’s opportunity has already been lost. Didi appears to have lost 30% of its user base (and 50% of its opportunity) since the crackdown on its business which...
Nonsensical notion takes another hit. The defection of Apple’s car chief, Doug Field, is being seen as a huge blow for Apple’s ambitions to make a vehicle but seeing as...
At $70bn+, expect valuation gymnastics. How an electric car company that has not yet shipped a single vehicle is worth more than Ford or GM or BMW or many other...
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)...
Amazon Q2 2021 – Whoops $127bn. Amazon reported good results but shed $127bn (7%) in value as Q3 2021 forecasts failed to live up to voracious expectations, underlying once again...
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...
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.
Qualcomm – Eye on Mobileye
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...