Reply to this post Car makers sharing data is the real story. HERE has begun its strategy to increasingly automate and imrpove transport but the...
Reply to this post Chinese automakers give away a crown jewel. The willingness of the Chinese automakers to give away digital differentiation to the BATmen...
Reply to this post Project Titan suddenly looks more sensible. I think that the scaling back of Apple’s ambitions to produce an electric car heralds...
Reply to this post The time to make money has arrived. In the last few weeks Uber’s position in the transportation industry has crystallised meaningfully,...
Reply to this post LeEco looks more like Samsung than Apple. LeEco is rapidly assembling the pieces that it needs to create a global digital...
Reply to this post HERE offers much more for $500m. I think that $500m would be much better spent in becoming a meaningful shareholder of...
Reply to this post Uber exits China. Didi will become the one. Hot on the heels of the legalization of ride hailing in China,...
Reply to this post YunOS has volume but engagement is less certain. To make a real splash, YunOS needs to carry Alibaba’s Digital Life services,...
Reply to this post First fatality underlines how long this is really going to take. A fatal accident in Florida involving a Tesla Model S...
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.
LeEco – Thin ice.
Reply to this post I think financial thin ice will force LeEco out of automotive. LeEco has hit a major stumbling block meaning that something...