Waymo will enable Robotaxis, not operate them. Waymo’s application for a licence to operate in New York City is more about data gathering and working out how to operate in...
There will be fewer Chinese car makers. Recent price cuts from BYD are accelerating a price war against a backdrop of weak domestic demand, meaning that the inevitable consolidation of...
I don’t think Wayve is going to make it. Wayve’s deal with Nissan is a big shot in the arm for the “brute force” approach to autonomous driving, but Nissan...
Economics will decide this market. WeRide thinks that it is mostly governments and regulations that will impact its path to profitability, but I suspect that it will be the market...
CarPlay 2.0 continues to struggle. The next version of CarPlay is certainly not the apple of carmakers’ eyes as the promised launches have failed to materialise adding support to RFM’s...
Right idea but execution will be everything Mercedes will be using Google’s Gemini LLM to power its in-vehicle digital assistant in the 2026 CLA in a move that is much...
China increases its presence a bit and BMW pushes back on Apple. China – Economic Necessity Once again at CES, China is everywhere and nowhere at the same time as...
Busy floors, apocryphal autonomous driving Floor report – Orderly business The floor was even busier on Day 2 than it was on Day 1 but the chaos that usually accompanies...
Tesla is the main beneficiary of Cruise’s demise. GM’s withdrawal from the robotaxi market is a sign that the economics of this industry are not going to be what Elon...
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.
Robotaxis – Bloodbath Incoming
Tesla will not have this market to itself.