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Automotive

Tencent – Home circuit.

Reply to this post           I think investing in Tesla is about China, not overseas. Tesla has announced that Tencent is investing $1.8bn in a 5%...

Didi – Jam today

Reply to this post           Its time Didi started trying to make money. With the ride hailing market in China now wide open for it, Didi...

Uber – Fatal disengagement.

Reply to this post           Google is 5,000x better than Uber at autonomous driving. Although Google is suing Uber for the alleged theft of its Lidar...

LeEco – Electric millstone.

Reply to this post           I think, LeEco must exit automotive to survive. It looks very much like LeEco is giving up its grand plans for...

Intel – Auto ambition

Reply to this post           Intel must break out of the mould that success has cast for it. The acquisition of Mobileye by Intel highlights both...

Autonomous autos – One of two.

Reply to this post           Regulations ease but liability remains. There are signs that the regulatory environment for autonomous driving is coming together but the thorny...

MWC Day 1 – The time machine

Reply to this post           The taxonomy of MWC is changing Nokia has through nostalgia has created some excitement in the mobile phone industry but elsewhere...

HERE – Pole position.

Reply to this post           HERE is closing the gap to Google with the Chinese and Intel joining up.  HERE gets one over on Google by...

Ola. vs. Uber – Welfare state.

Reply to this post           I suspect Ola will need state intervention to survive.  Ola looks to have become desperate as it appears to be pursuing...

Samsung – Empty horse

Reply to this post           There are no Greeks hiding in the wooden horse of Harman.  Samsung’s acquisition of Harman is about increasing its penetration of...