Mapbox claims a navigation niche. Hot on the heels of announcing a new CEO and a new strategy (see here), Mapbox has announced a navigation product for automotive which is...
Go away and come back another day. While I think that EV’s will take over the entire vehicle industry, the amount of capital chasing this sector has reached absurd levels...
An opportunistic cash grab. Grab is going public in one of the biggest SPAC transactions to date and while its valuation is not at the Tesla / electric vehicle-level of...
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in progress. This is good news...
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...
EV mania creates an issue for electricity generation. While everyone is getting very excited about the electrification of transportation, no one is worrying where the power is going to come...
A study that misses half the issue Waymo has released a study that extols the ability of autonomous driving to prevent fatalities on the road but as often with these...
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role of chairman and chief strategy...
FOMO feeds the cash bonfire. Lucid Motors is going public using a SPAC vehicle at a valuation that once again underlines that fear of missing out (FOMO) is driving investment...
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.
Lyft & Robotaxis– Short-term gain
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...