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...
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...
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...
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.
Ouster Q3 23 – The corner.
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...