Very little substance to this agreement. Renault and Nissan have signed an exclusive deal with Waymo that signals a further fracturing of the Renault Nissan Mitsubishi alliance and when picked...
China likely to be first with a fully digitised vehicle. Alibaba’s partnership with foreign car makers to offer its voice assistant in the vehicles transforms the Chinese market into a...
Streaming goes after broadcast radio. Spotify has launched a radio-like product that is a niche add-on for now but if successful will challenge the existence of broadcast radio in the...
The shake-out begins. I suspect that Aurora will regret rebuffing VW’s attempts to acquire it as the loss of this key partner is likely to make life very difficult for...
Drive.ai adds nothing to Apple’s proposition. Apple certainly needs to make an autonomous driving acquisition, but whether drive.ai is the right asset and the logic of pursuing autonomous driving at...
Uber now has to bow to the stock market. Uber’s maiden set of results demonstrated exactly the problem associated with listing immature companies on the public market in that its...
Tesla has further to fall. Tesla looks to be in real difficulty as a chronic inability to make money combined with a business transition that is going to take many...
Sirius XM capitalises on OEM lethargy. Sirius XM is launching a series of services for its customers which are exactly the sorts of services the OEMs should have launched years...
The public market takes no prisoners. Uber’s IPO turned from a celebration into a wake as the public market refused to support a valuation that does not reflect the harsh...
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.
Didi – One app to rule them all.
Didi wisely lets in the 3rd parties. Didi’s move to open its platform to 3rd parties indicates that in China, the battle is now all about becoming a transport market...