Only a joint venture makes any sense at all. While it makes complete sense for Uber to get rid of its autonomous driving activity and start again, I think Aurora...
Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality remains that Tesla is very...
Removing the safety driver can lead to a misinterpretation of reality. Cruise has received permission to run its vehicles without safety drivers being present which may say more about the...
The leaders should survive while rest look to be in great peril. While Waymo pushes ahead with its “driverless” taxi service, Uber is mired in difficulty clearly indicating that the...
Looks like Uber’s autonomous unit is worth $0. Recent rumblings are confirming my long-held view that Uber’s autonomous driving effort is worthless which will incense the Japanese investors who invested...
Nikola inadvertently signals that it is in real trouble. The correct way to silence one’s critics is to rebut their arguments with evidence not to have them silenced using spurious...
Lack of fluff underpins credibility. The lack of fluff and hyperbole on display gave Tesla much better credibility that the advances it announced in its battery technology are real and...
Sync 4 is encouraging but there is much more to do. Ford Sync 4 is one of the most promising infotainment experiences I have seen from a manufacturer but despite...
Tesla Q2 2020 – Cash flow is king. Tesla reported good Q2 results as the sale of carbon credits helped it to report another profit while it managed to almost...
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.
Uber and Aurora – Outsourced future.
Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where I think ATG investors should...