Drive.ai adds nothing to Apple’s proposition. Apple certainly needs to make an autonomous driving acquisition, but whether drive.ai is the right asset and the logic of pursuing autonomous driving at...
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its...
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many...
Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the OEMs should have launched years...
The public market takes no prisoners. Uber’s IPO turned from a celebration into a wake as the public market refused to support a valuation that does not reflect the harsh...
The assumptions do not hold water It looks like Tesla has been successful in raising money for its autonomous driving ambitions but I find its commentary to be somewhat misleading...
Pony’s pilot highlights everyone’s problems. The launch of Pony.ai’s 1st live pilot looks great but digging into some of the details reveals that, just like everyone else, Pony.ai is plagued...
Japanese investors have a bad case of FOMO syndrome. Fear of missing out (FOMO) is the only rational reason I can come up with for why Toyota and Denso would...
Tesla’s bold claims do not hold up to scrutiny. Elon Musk has made some pretty bold claims on Tesla’s behalf regarding the state of its autonomous driving solution but with...
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.
Autonomous Autos – Shaken not stirred.
The shake-out begins. I suspect that Aurora will regret rebuffing VW’s attempts to acquire it as the loss of this key partner is likely to make life very difficult for...