The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for automotive Lidar putting a lot...
Fat middle age versus fighting for survival. Apple FQ2 24: Bounces off the bottom. Apple reported reasonable results and predicted a better FQ3 as the stabilisation in the smartphone market...
Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more upside as new segments such...
Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has realised that letting Apple take...
Apple loses very little with the Vision Pro. It looks like Apple is going to miss its 1m target for the Apple Vision Pro with commentary from suppliers indicating volumes...
2 hits, one miss Alphabet: AI everywhere Alphabet reported strong results and spent its conference call reminding everyone that it is the best AI company even if it does a...
Zuck returns to a bad habit. Meta reported reasonable results but Meta’s habitual tendency to spend resurfaced spooking the market which sent the shares down 15% which I can understand...
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose between the global expansion of...
New chip. New phone. Same story Huawei’s new Pura 70 Ultra smartphone sports some interesting satellite functions and uses a new applications processor but even a modicum of scrutiny reveals...
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 – Brains not brawn
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive vehicles in the hope that...