Elon Musk is becoming a big problem. Outside of a chronic inability to scale, Tesla’s biggest problem is rapidly becoming its mercurial CEO where I think that his views on...
Facial recognition has to be nearly perfect. The Metropolitan Police (the Met) is struggling with a report that Scotland Yard commissioned that strongly indicates that its facial recognition technology is...
Hangs onto the global No. 2 slot. Baidu’s developer conference kicked-off with a demonstration of the company’s supremacy in Chinese AI but stopped short of providing convincing data that would...
Drive.ai adds nothing to Apple’s proposition. Apple certainly needs to make an autonomous driving acquisition, but whether drive.ai is the right asset and the logic of pursuing autonomous driving at...
Signs of AI progress. More needed. Facebook’s ability to spot fake accounts is improving, but it is still making much longer than it should to detect these bad actors and...
In a timely fashion, Amazon touts Alexa’s superiority. At the same time as Google was launching a new and improved version of Google Assistant at Google i/o, Amazon was quick...
The assumptions do not hold water It looks like Tesla has been successful in raising money for its autonomous driving ambitions but I find its commentary to be somewhat misleading...
Incremental improvements hallmark a rather humdrum keynote. With less to say about AI and Android, Google added hardware launches and pushed a privacy agenda in its keynote in a sign...
Tesla’s bold claims do not hold up to scrutiny. Elon Musk has made some pretty bold claims on Tesla’s behalf regarding the state of its autonomous driving solution but with...
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 autos – Pie in the sky.
The whole industry is worth $16.7bn. The valuations being attributed to autonomous driving hopefuls are so high, that I think investors must be assuming that there will only be one...