The risks are demonstrably manageable. Herman Hauser has once again criticised the acquisition of Arm citing clear signs of unfair competition but what I think he has done is merely...
Lyft sells its differentiation. Lyft may have sold a struggling asset but in a world of robotaxis, this asset was the one chance Lyft had at winning any differentiation highlighting...
IPO now may not be such a good idea. The spectre of Autonomy hangs over the Darktrace IPO partly due to its relationship with ex-Autonomy executives but also because it...
The great reset spreads. The migration towards electric and autonomous is showing signs of strain with crashing valuations and signs of a significant slowdown in progress. This is good news...
A study that misses half the issue Waymo has released a study that extols the ability of autonomous driving to prevent fatalities on the road but as often with these...
Another good company bad stock scenario. In the grand scheme of things, Palantir reported excellent results but because the company trades at 2021 EV/Sales of 32.5x, nothing less than a...
Still a very long way to go. The lead changes once again as Baidu does not feature in this year’s data, but it is now very tight at the top...
More about infrastructure than digital vehicle services. Ford has struck a far-reaching deal with Google that encompasses far more than just the software and services in the vehicle cockpit which...
The autonomous software industry has a value of $44.3bn. Microsoft has participated in a $2bn funding round that values Cruise at more than $30bn which seems to be assuming that...
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.
Anthropic & Open AI – Mission impossible
Breakaway start-up has an impossible mission. Anthropic is a new breakaway start-up from Open AI but its approach remains pretty much the same meaning that its focus on “reliable, interpretable...