AI needs to reside in the vehicle to work well. Mercedes is exploring enabling ChatGPT in the vehicle but I think it should be looking at implementing it directly in...
Edge cases highlight the ongoing problem. While the world is driving itself into a frenzy over the latest iteration of AI, the older version (over which everyone went crazy in...
Zoom – Hybrid work. Zoom reported good results as pandemic customers are sticking with the service which allowed the company to raise its estimates resulting in a valuation that is...
Cariad – execution or strategy? Cariad has reshuffled its executive team again in an attempt to get its vehicle software program back on track, but the risk remains that the...
Palantir and Lucid together demonstrate the mood of the market. Palantir Q1 2023 – Generative AI use case. Palantir reported an excellent set of results reinforcing the view that it...
A promise that will never come true. The promise of fantastically profitable robotaxis will never come true meaning that lower margins as Tesla falls into line with the rest of...
GM’s biggest problem is the media. GMs decision to end support for Apple CarPlay and Android Auto has sparked a negative reaction from the Apple-loving technology press that seems to...
Money for nothing and company for free. Falling long-term estimates and substantial dilution have materially damaged the long-term outlook for the share price but the shares have fallen so much...
2 good use cases for LLMs Bloomberg’s implementation of a chatbot using its own data and my own assessment of Bard, ChatGPT, Bing and so on leads to my conclusion...
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.
Google Automotive – Out of GAS?
Nanny regulator comes to the rescue. It is no coincidence that it is the German regulatory authority that is taking issue with Google’s automotive business model as it is German...