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...
When FOMO bails, it is time to consider buying. Ford’s signalling of its intention to exit autonomous driving marks a point of capitulation for the momentum tourists implying that only...
New CEO looks wrong for the job. Lyft’s founders have stepped back from running their company and have appointed a new CEO who, on the surface, appears to be wholly...
Lucid Q4 2022 – Cash conservation. Lucid has moved into cash conservation mode as it is clearly concerned about demand and cash burn but ironically, all is likely to remain...
China. China stands out in that although being mostly absent from the show this year, China is the most likely to surprise this year. This is because almost everyone in...
EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...
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.
Palantir Q1 23 & Lucid Q1 23 – Moody market.
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...