Google throws down the gauntlet to HERE and TomTom. The arrival of Android Automotive into the vehicle in the volume segment (Renault-Nissan-Mitsubishi) is a watershed moment for the automotive...
The increasingly vexing software problem. John Deere has been locked in a battle with its customers (farmers) for several years over farmer’s rights to repair and modify their vehicles which...
30% of something is better than 100% of nothing. The Renault-Nissan-Mitsubishi Alliance has signed a deal (see here) with Google that I think will see it give up 70% of...
BMW plays right into Google’s hands. BMW is the latest company to jump on the digital assistant bandwagon but it has put a lot more thought into its product which...
A perfect balance of open and closed is required. Volkswagen has articulated exactly the right strategy to give it a shot at becoming a digital company, but if it takes...
Anecdotes are not data. Waymo may appear to be struggling with some of the most basic vehicle operations, but the little data that there is still suggests that it is...
On course to become a commodity. Toyota is partnering with Uber in a move that confirms that it has no confidence in an in-house autonomous vehicle offering as well as little...
Lyft may be causing more problems than it should. Uber produced a quarter where revenue growth slowed and there was little sign of the profitability that would indicate that...
Middle East looks like another exit. Following its ignominious exit from South East Asia, Russia and China, Uber is now in discussion with Careem that I think would effectively see...
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.
Sirius XM – Pandora’s box
Paying cash would open Pandora’s box. Sirius XM has agreed to buy Pandora in a move the ensures Pandora’s long-term survival as well as gives Sirius XM an insurance policy...