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Automotive

Apple Auto – Titanic shift

Reply to this post           Project Titan suddenly looks more sensible.  I think that the scaling back of Apple’s ambitions to produce an electric car heralds...

Uber – Time to print

Reply to this post           The time to make money has arrived.  In the last few weeks Uber’s position in the transportation industry has crystallised meaningfully,...

LeEco – Join the dots

Reply to this post           LeEco looks more like Samsung than Apple.  LeEco is rapidly assembling the pieces that it needs to create a global digital...

Uber – Wheel re-invention.

Reply to this post           HERE offers much more for $500m.  I think that $500m would be much better spent in becoming a meaningful shareholder of...

Uber and Didi – There can be only one

Reply to this post           Uber exits China. Didi will become the one.    Hot on the heels of the legalization of ride hailing in China,...

YunOS – Cloudy days.

Reply to this post           YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...

Autonomous Autos – Fatal flaw

Reply to this post           First fatality underlines how long this is really going to take.  A fatal accident in Florida involving a Tesla Model S...

Apple and Didi – Catch a ride

Reply to this post           Apple’s investment looks more financial than strategic. Apple has agreed to invest $1bn in Didi Chuxing (formerly Didi Kuaidi) in a...

Autonomous Auto – Men and dogs

Reply to this post           I see a shake out with only a handful surviving.  Just as in 2011 when every man and his dog was...

Apple Auto – Titanic task

Reply to this post           Like the television, I think the car will never launch.   While I am sure that Apple is engaged in building...