Rapid replacement will not save the OEMs. Automakers who are expecting to avoid a collapse in vehicle demand because autonomous vehicles will be replaced more frequently are in for a...
Lyft and Uber are becoming taxi companies. Lyft reported what was received as good Q2 19 results, but I really don’t see much progress as the company is currently...
Uber has lost its soul The news of layoffs at Uber comes at a difficult time for the company which is now hostage to the whims of the fickle stock...
GM Cruise accepts reality Autonomous Cruise vehicles are no longer expected to be on the streets of San Francisco this year as Cruise has finally accepted that this task is...
Tesla Q2 19 Record shipments and more losses spells trouble. Tesla’s fundamental inability to make money by selling cars came back to haunt it again which combined with flaws in...
Yandex is closer to robotaxis than Tesla. Yandex’s subsidiary is expanding its reach into the taxi industry in Russia which provides a route to market for its very promising autonomous...
The whole industry is worth $16.7bn. The valuations being attributed to autonomous driving hopefuls are so high, that I think investors must be assuming that there will only be one...
Elon Musk is becoming a big problem. Outside of a chronic inability to scale, Tesla’s biggest problem is rapidly becoming its mercurial CEO where I think that his views on...
It could be a very long wait for electric vehicles. While the German automobile industry has a strong vested interest in the longevity of petrol and diesel engines, it has...
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.
Amazon Automotive – Stuck in the box
Alexa’s access to the vehicle is strictly limited. Amazon has grand plans for the vehicle but until it can convince OEMs of its benign intentions, Alexa will be a simple...