Didi is a play on the whim of the state. The Coronavirus may lead the Chinese state to give Didi a bit of breathing space while the economy gets back...
The field tightens a long way away from commercial offerings. Disengagement data from the California DMV (see here) shows that Waymo has lost its lead in autonomous driving to Baidu...
Toyota comes to its senses (sort of). After its inexplicable investment in Uber’s self-driving unit (see here) at a valuation of $7.25bn and its madcap plan to build an entire...
Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few...
Robotaxis will not be appearing anytime soon. McAfee has exposed a corner case that triggered dangerous behaviour by a Tesla vehicle in another example of how deep learning is not...
Robotaxis are autonomous driving v0.5. Since the revelation that autonomous driving was not going to live up to the hype, the focus has moved to robotaxis but these too, face...
Falling investments give OEMs more space. Since the deflation of the autonomous hype balloon, investments in automotive technology have fallen which will slow the pace of innovation giving the badly...
Rides doesn’t really make any money. Uber reported reasonable results compared to expectations but losses have remained heavy which I think will continue to weigh on sentiment despite the promise...
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes directly from the vehicle will...
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.
Cash Scramble pt. II – Desperate measures.
SoftBank is in urgent need of cash. Now is the worst time to try and sell anything and this move by SoftBank shows just how desperately it needs cash to...