Dare I hope that BMW is beginning to see the light? BMW’s move to make access to CarPlay free in its vehicles gives me a little confidence that BMW is...
Uncertainty is still the name of the game. Faraday Future has managed to recreate a veneer of credibility, but its plans look as unbelievable as ever making wonder whether this...
Pay same. Get less. The Tesla Model 3 is a no brainer as it is almost as quick as a BMW M5 but costs the same as a mid-range...
Mustang Mach-E is a ray of hope. Ford may be mistaken about what electric and autonomous vehicles will do to demand for its products (see here), but the Mustang Mach-E...
This asset is virtually worthless. Disclosures in Uber’s Q3 19 10-Q SEC filing reveal that the situation at its autonomous driving unit is worse than even I had anticipated further...
Uber is not quite out of the woods yet. I have been very negative on Uber since long before the IPO, but I think that the time has come to...
At least Dyson didn’t try and make his C5. As I suspected (see here), high margin vacuum cleaners, fans and air purifiers are much easier to make than electric vehicles...
Waymo does not want to be beaten by Yandex. Waymo is removing drivers in its commercial autonomous fleet just in time to be on par with Yandex which is about...
Its time will come. The characteristic of the Indian market that makes it such a poor market for Electrical Vehicles today, will ensure that when the time is right, India...
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.
Tesla – Subscription blues
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...