New CEO looks wrong for the job. Lyft’s founders have stepped back from running their company and have appointed a new CEO who, on the surface, appears to be wholly...
Lucid Q4 2022 – Cash conservation. Lucid has moved into cash conservation mode as it is clearly concerned about demand and cash burn but ironically, all is likely to remain...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...
China Technology – The last shoe The worsening Covid situation in China continues to hurt sentiment towards Chinese technology but this looks to me like the other shoe dropping and...
CES 2023 should be back to its usual mayhem. CES 2023 is shaping up to be a car show once again as this remains the category where there is the...
Tesla’s actions speak louder than Musk’s words. Tesla is admitting that it has failed to solve the machine vision problem by returning radar to its vehicles, in a move that...
Users are not going to subscribe to hardware. RFM has long predicted that automotive digital services are the solution to the problem of lower vehicle sales, but Mercedes and BMW...
Best case valuation is almost zero. The gap between Faraday Future’s spin in its press releases and the reality of its SEC filings has never been larger, but even in...
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.
Autonomous driving – The FOMO signal
When FOMO bails, it is time to consider buying. Ford’s signalling of its intention to exit autonomous driving marks a point of capitulation for the momentum tourists implying that only...