Agility Robotics – Actually making sales. SoundHound – All the right boxes. ProtoArc – Mixing travel and health. Healthcare – Many claims. Zero delivery so far. Biggest disappointment – Food...
Floor report – a more sedate experience Autonomous driving returns to life
Great in some places, not in others
Revenue growth is all that is missing.
Data centre is the elephant the market is ignoring.
GM is not as stupid as it sounds.
Samsung: The best is ahead? Wayve: The wrong tree
Robotaxis: Yet another player. AI Rollout: Still going strong.
BMW has done what it can
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.
Automotive Ecosystems – The $100bn Pitch
Rivian will have to stop making cars.