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...
Lyft may be causing more problems than it should. Uber produced a quarter where revenue growth slowed and there was little sign of the profitability that would indicate that...
Middle East looks like another exit. Following its ignominious exit from South East Asia, Russia and China, Uber is now in discussion with Careem that I think would effectively see...
No need to reengineer the wheel. It looks like Apple along with Google and Samsung (see here) has also developed a case of engineering disease as it makes no sense...
Leadership unconnected with past is needed. Faraday Future has secured a life line that ushers it back into the increasingly crowded electric vehicle start-up space, but I have concerns...
Reply to this post Insurance industry has no choice but to resist. While the regulatory environment is moving towards an acceptance of autonomous vehicles far...
Reply to this post A 238,000 recall that should cost nothing. Daimler has been ordered to recall 238,000 vehicles to fix engine control software that...
No co-incidence that SoftBank chose Cruise. By investing in autonomous driving, SoftBank is adding another horse to its stable of investments aimed at revolutionising the transport industry. Softbank is investing...
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.
VW – Balancing act
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...