An automobile could be a sell signal. It has been a very long time since Apple has made a serious mistake but the commercial launch of an electric vehicle could...
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...
CES 2021 shaping up to be just a placeholder for 2022. If the media day is anything to go by, the CTA will be very keen to ensure that CES...
There is only one way this works. Speculation has reached fever pitch with Hyundai admitting it has been in talks with Apple with regard to electric vehicles but this will...
18 months on and making a vehicle still makes no sense. Making a vehicle in 2024 makes as little sense as it did in 2016 because Apple’s brand and its...
Zoox promotes everything but its future. Zoox has unveiled a product and a service which has very little if anything to do with its long-term future. Zoox’s approach before its...
Uber’s autonomous driving technology finally goes in the bin. Aurora signals the end of the road for Uber’s woeful autonomous offering in a deal where I think ATG investors should...
Only a joint venture makes any sense at all. While it makes complete sense for Uber to get rid of its autonomous driving activity and start again, I think Aurora...
Tesla is still bad at autonomous driving. Tesla’s latest pronouncement on the performance of Autopilot suggests that Autopilot is safer than humans, but the reality remains that Tesla is very...
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.
Ford & Google – Full of GAS?
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...