Toyota could trigger an industry cave-in to Google. It looks like Toyota (see here) is about to allow Android Auto access to the infotainment units in its vehicles in a...
Paying cash would open Pandora’s box. Sirius XM has agreed to buy Pandora in a move the ensures Pandora’s long-term survival as well as gives Sirius XM an insurance policy...
Google throws down the gauntlet to HERE and TomTom. The arrival of Android Automotive into the vehicle in the volume segment (Renault-Nissan-Mitsubishi) is a watershed moment for the automotive...
The increasingly vexing software problem. John Deere has been locked in a battle with its customers (farmers) for several years over farmer’s rights to repair and modify their vehicles which...
30% of something is better than 100% of nothing. The Renault-Nissan-Mitsubishi Alliance has signed a deal (see here) with Google that I think will see it give up 70% of...
BMW plays right into Google’s hands. BMW is the latest company to jump on the digital assistant bandwagon but it has put a lot more thought into its product which...
A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital company, but if it takes...
Anecdotes are not data. Waymo may appear to be struggling with some of the most basic vehicle operations, but the little data that there is still suggests that it is...
On course to become a commodity. Toyota is partnering with Uber in a move that confirms that it has no confidence in an in-house autonomous vehicle offering as well as little...
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.
Faraday Future – The wrong man pt. II.
Red flags everywhere The saga of Faraday Future continues with further evidence of terrible financial management which serves to underpin my view that while Jia Yueting has control, the venture...