AI delivery – Time to deliver. 2023 was dominated by hype, speculation and spending on AI training infrastructure but 2024 is where the rubber will likely meet the road. Already...
15th December 2023 – Radio Free Mobile extends its coverage of the automotive digital ecosystem with the publication of Automotive Ecosystem – Sitting Ducks Vol. IV – Services. RFM research...
Autonomous driving plumbs new depths Tesla’s recall takes autonomous driving to a new level of doubt and depression, but it is precisely at the point at which everyone is about...
Cruise gets real. Cruise has doubled down on its commitment to safety by effectively putting the whole company in a holding pattern as well as the secondment of the Head...
Turns the corner but no one is listening. Ouster reported good results and strongly signalled that it has turned the corner, but the uninhabited conference call gave a strong impression...
Cruise is mostly punished for bad behaviour. Although there was most certainly a technology failure, Cruise is off the roads mostly because the California DMV thinks that it failed to...
An unattractive proposition. It looks increasingly like it will be Cruise rather than Tesla or Waymo that gets to market first with robotaxis giving it the best opportunity to be...
Ford moves deeper into services. Ford continues to demonstrate its understanding of the opportunity that it needs to address with the migration of its business model to subscription and...
Palantir Q2 23 – Valuation knife edge. Palantir met its numbers but a misunderstanding around revenue guidance for 2023 caused the shares to collapse by 12% before recovering in an...
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.
CES 2024 – Day 2– Less Peaceful Progress
CES comes to life. After a quiet start on Tuesday, CES 2024 came back to life on Wednesday with a substantial increase in footfall, crowds and queues. This is an...