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...
New Auto raises new issues. VW has outlined how it plans to transform from a petrol-powered box shifter into a vendor of software and services, but this throws up a...
Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have...
China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately...
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...
Waymo is racing to market. Waymo has raised more money clearly indicating that Waymo’s technological edge has been eroded as the data suggests and that it is now a straight...
Best of a difficult bunch. Didi Chuxing has filed its documents to go public which reveals a company with brighter prospects than most of its rivals and a Chinese economy...
The Boring Company reinvents the wheel. We were promised autonomous pods zipping through undercity tunnels at 200kph / 150mph but what we got was Tesla-taxis chugging from one side of...
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had at winning any differentiation highlighting...
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.
Aurora – Shirtless in Mountain View pt. II
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...