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...
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...
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.
Digital automotive – Window of opportunity
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...