Good, but it needs to be better. A large proportion of the automotive industry thinks that GM has taken leave of its senses by ditching CarPlay in its electric vehicles...
End-to-end machine learning is not the answer. SoftBank, Nvidia and Microsoft are pouring $1bn into a system that relies entirely on machine learning to drive vehicles in the hope that...
The only thing that matters is cash. The weakening of EV demand and the failure of the industry to produce autonomy has slowed demand for automotive Lidar putting a lot...
Stable quarter and guidance raised. A steady quarter devoid of fireworks but where the fundamentals are beginning to come together creates a foundation for more upside as new segments such...
Mercedes bails on Apple CarPlay 2.0. Mercedes Benz has confirmed that it has no plans to support the next generation of CarPlay as it has realised that letting Apple take...
TikTok: The ball is in China’s court. The chances of a ban on TikTok have increased substantially meaning that Beijing will now have to choose between the global expansion of...
The industry is inching towards a bloodbath. All of the larger players who intend to offer robotaxis services are inching towards commerciality but when they finally get there, they...
Cruise makes a cautious return. It looks like Cruise is about to resume testing its robotaxis service which makes sense because the penalties that it incurred were more a result...
Xiaomi’s love of low margins makes an EV viable. Xiaomi can succeed where Apple failed because its hardware is already very unprofitable meaning that adding an EV into the product...
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.
Electric Vehicles – Unready For Reality pt. II
The financial noose tightens. The end of Fisker, the imminent end of several others as well as worsening financial conditions in China clearly point to the ongoing slowdown and shakeout...