Consolidation wave gathers momentum. Zoox would make a good fit for Amazon which clearly intends to capitalise on autonomous driving being much later than expected meaning that the smaller players...
I think Cortana will go back to the research lab. Cortana is set to become a productivity-based digital assistant which in reality means that Microsoft is cutting the resources it...
The field tightens a long way away from commercial offerings. Disengagement data from the California DMV (see here) shows that Waymo has lost its lead in autonomous driving to Baidu...
Toyota comes to its senses (sort of). After its inexplicable investment in Uber’s self-driving unit (see here) at a valuation of $7.25bn and its madcap plan to build an entire...
Robotaxis will not be appearing anytime soon. McAfee has exposed a corner case that triggered dangerous behaviour by a Tesla vehicle in another example of how deep learning is not...
Robotaxis are autonomous driving v0.5. Since the revelation that autonomous driving was not going to live up to the hype, the focus has moved to robotaxis but these too, face...
Assistants are too stupid for mass adoption. While growth in the digital assistant space is slowing, the battle looks like it is almost over although Google still has one or...
Xnor.ai will not fix the fragmentation issue. Apple’s acquisition of Xnor.ai increases my concerns with regards to Apple’s approach to AI and may make it fall further behind. Apple is...
Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some progress on its digital offering....
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.
Nvidia & Mercedes-Benz – The long cycle.
The 4-year design cycle problem again. Nvidia has landed a major blue-chip client for its Drive Orin platform in announcing with Mercedes-Benz but by the time it ships in 2024,...