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...
Easy money has a price. Faraday Future is an EV company with a very chequered history, but even this is capable of commanding a multibillion-dollar valuation with no intention to...
EV mania creates an issue for electricity generation. While everyone is getting very excited about the electrification of transportation, no one is worrying where the power is going to come...
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...
Mapbox reshuffles to go for automotive. Mapbox has moved into a new phase of its development by moving its founder and CEO into the role of chairman and chief strategy...
FOMO feeds the cash bonfire. Lucid Motors is going public using a SPAC vehicle at a valuation that once again underlines that fear of missing out (FOMO) is driving investment...
This cycle is going to be bigger than normal. The balance between supply and demand in semiconductors has always been tricky to get right, but the pandemic has made the...
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...
The ride-sharing market remains in difficulty Uber Q4 2020 – Sheep in FedEx clothes? Uber is fortunate that it has had a delivery business to help it weather the pandemic,...
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.
Grab – Cash grab
An opportunistic cash grab. Grab is going public in one of the biggest SPAC transactions to date and while its valuation is not at the Tesla / electric vehicle-level of...