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...
This cycle is going to be bigger than normal. The balance between supply and demand in semiconductors has always been tricky to get right, but the pandemic has made the...
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...
The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to help it weather the pandemic,...
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...
An automobile could be a sell signal. It has been a very long time since Apple has made a serious mistake but the commercial launch of an electric vehicle could...
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...
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.
Electric vehicles – The power problem
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...