Google’s automotive ambitions take another hit. The Renault-Nissan-Mitsubishi Alliance’s deal with Microsoft raises the question as to whether Google will have any access at all vehicle data and in my...
Deal with Hyundai Mobis is a big credibility boost for Yandex. Yandex’s agreement with Hyundai Mobis is a big endorsement for Yandex’s autonomous driving solution. This deal provides both a...
Lyft’s IPO is a rod for its own back Lyft’s IPO document reveals a company that I think will give its founders joy and validation when they ring the Nasdaq...
A Titan falls. It looks like the final shoe is being dropped on Apple’s automotive aspirations as 190 Project Titan members are being let go or transferred into other roles...
From revenue to cost. All is not well at Didi as a restructuring of the company is a sure sign that targets are not being met which is certain to...
Waymo’s lead shrinks again to 2 to 1. Apple’s offering is awful. Analysis of autonomous testing data submitted to the California DMV for 2018, reveals that while Waymo is still...
Android Automotive is far from a foregone conclusion. Google clearly still thinks of vehicles as nothing more than handsets on wheels which I think is the reason why products that were...
Didi in pole position but should not rush to IPO. The Mobike brand is about to disappear in yet another sign that while the sharing economy offers great deals to...
Integration with the vehicle is essential A recent survey has found that voice assistants are quite widely used in the vehicle, but I think that until they are properly integrated,...
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 IPO– Foot shot.
Lyft is giving away an edge by going public. I continue to think that Lyft is shooting itself in the foot by going public, as I continue to think that...