Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few...
Robotaxis will not be appearing anytime soon. McAfee has exposed a corner case that triggered dangerous behaviour by a Tesla vehicle in another example of how deep learning is not...
Robotaxis are autonomous driving v0.5. Since the revelation that autonomous driving was not going to live up to the hype, the focus has moved to robotaxis but these too, face...
Falling investments give OEMs more space. Since the deflation of the autonomous hype balloon, investments in automotive technology have fallen which will slow the pace of innovation giving the badly...
Rides doesn’t really make any money. Uber reported reasonable results compared to expectations but losses have remained heavy which I think will continue to weigh on sentiment despite the promise...
Data from cars is better than data from phones for now. When it comes to digital transportation services, I think that data that comes directly from the vehicle will...
Byton – Still needs to address the elephant. Byton didn’t have new cars but it had plenty of new partners, a production-ready vehicle and some progress on its digital offering....
BMW takes another baby step. Not only is Car Play now free but BMW will now also add Android Auto to its vehicles from 2020 in a move that clearly...
Tesla does not need to acquire users. While Tesla might just get away with charging for data and services, I think that the rest of the industry will have to...
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.
Toyota – Prancing horse.
Toyota comes to its senses (sort of). After its inexplicable investment in Uber’s self-driving unit (see here) at a valuation of $7.25bn and its madcap plan to build an entire...