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Automotive

Lucid Motors Q2 2022 – a gross problem.

Negative gross margins must be fixed at all costs. Lucid Motors reported awful Q2 2022 results as it suffers from negative gross margins and remains unable to fulfil the demand...

Faraday Future – No Future

FF’s future lies in Chapter 7 or 11. Faraday Future gave a glimpse of its inevitable future with yet another delay of its vehicle that was first expected to hit...

Autonomous Driving – Pie in the sky pt. III

The pie has crashed back to earth. Another autonomous driving upstart is cutting back staff in order to preserve dwindling cash as revenues remain years away and current conditions will...

Geely & Meizu – Cars not phones

I don’t think Geely is interested in smartphones. Chinese car maker Geely has acquired a majority stake in Chinese smartphone maker, Meizu, not to become a powerhouse in smartphones but...

Autonomous Autos 2021 – Creaking at the seams

AutoX takes a questionable lead. Waymo, Baidu (Apollo) and Zoox have fallen way down in the ratings leading me to question whether the analysis of the California DMV data as...

Automotive tech – Signs in the road.

EV SPACs break down and Geely gets it right. EVs: One down, many more to go EV SPAC Electric Last Mile Solutions (ELMC) has filed for Chapter 7 bankruptcy indicating...

Apple CarPlay – Carmageddon? Pt II.

Apple declares war on OEMs. The strength of Apple’s position in the domestic vehicle market has given it the confidence to make a play for the whole digital vehicle making...

Apple WWDC 2022 – Carmageddon?

Apple declares war on short-term loan providers and car makers. Apple produced an ordinary performance but saw announcements that challenge both the vehicle makers and the fintech industry. However, there...

India Tech – Unicorns and canaries

Indian unicorns sing like canaries. India is a few months ahead of the USA when it comes to dealing with the fall-out of easy money as its once highly sought...

Sony – Car sense

Sony finally makes sense When Sony launched its prototype Vision-S EV at CES 2022 it looked like a bad case of FOMO (fear of missing out) but it has become...