Pony.ai & Baidu can do what Waymo apparently cannot. While Beijing is keeping the important autonomous driving data close to its chest, what is available suggests that Pony.ai is the...
Whack-a-mole is not good enough. A Chinese demonstration of the inadequacies of Tesla’s autopilot also clearly shows that the current methodology of rushing out software patches after the event is...
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...
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...
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 IPO – Big but not beautiful
A profitless platform isn’t worth anything. Uber is asking for a much higher valuation than Lyft which it is trying to justify through its dominant position in its home market....