Pony’s pilot highlights everyone’s problems. The launch of Pony.ai’s 1st live pilot looks great but digging into some of the details reveals that, just like everyone else, Pony.ai is plagued...
Japanese investors have a bad case of FOMO syndrome. Fear of missing out (FOMO) is the only rational reason I can come up with for why Toyota and Denso would...
Tesla’s bold claims do not hold up to scrutiny. Elon Musk has made some pretty bold claims on Tesla’s behalf regarding the state of its autonomous driving solution but with...
A profitless platform isn’t worth anything. Uber is asking for a much higher valuation than Lyft which it is trying to justify through its dominant position in its home market....
Pony.ai & Baidu can do what Waymo apparently cannot. While Beijing is keeping the important autonomous driving data close to its chest, what is available suggests that Pony.ai is the...
Whack-a-mole is not good enough. A Chinese demonstration of the inadequacies of Tesla’s autopilot also clearly shows that the current methodology of rushing out software patches after the event is...
Lyft is giving away an edge by going public. I continue to think that Lyft is shooting itself in the foot by going public, as I continue to think that...
Google’s automotive ambitions take another hit. The Renault-Nissan-Mitsubishi Alliance’s deal with Microsoft raises the question as to whether Google will have any access at all vehicle data and in my...
Deal with Hyundai Mobis is a big credibility boost for Yandex. Yandex’s agreement with Hyundai Mobis is a big endorsement for Yandex’s autonomous driving solution. This deal provides both a...
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 – Leaky bucket
The assumptions do not hold water It looks like Tesla has been successful in raising money for its autonomous driving ambitions but I find its commentary to be somewhat misleading...