The rest must be in a real pickle. Waymo is taking a step backwards in terms of the commercial readiness of its autonomous driving offering by reinstalling safety drivers and...
Both Tencent and Uber have some thinking to do. Uber Q3 18 Uber’s Q3 18 results show that it is not really capitalising on its dominance which increases my fear...
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...
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...
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.
Volvo & Ericsson – Scroogled?
Google’s automotive deals may be coming unstuck. Volvo and Ericsson have signed a 5-year digital automotive deal that leaves me wondering whether all the fanfare about Volvo using Android in...