The field tightens a long way away from commercial offerings. Disengagement data from the California DMV (see here) shows that Waymo has lost its lead in autonomous driving to Baidu explaining why Waymo has criticised this data for the first time. The use of disengagements to measure the quality of an autonomous driving system is deeply flawed but in the...
Toyota comes to its senses (sort of). After its inexplicable investment in Uber’s self-driving unit (see here) at a valuation of $7.25bn and its madcap plan to build an entire city in the shadow of Mount Fuji (see here), it has finally done something that I can find some sense in. Toyota is investing $400m in Pony.ai at a valuation...
Screen durability and price still hold back this enticing segment. Despite the cancellation of MWC, Huawei is going ahead with its device launches as planned with the new Mate Xs at its pinnacle. The Mate Xs is a folding phone that looks much like its predecessor and sadly it suffers from all the same flaws (as do its peers) that...
Ford is starting to understand digital. I may have issues with Ford’s view on vehicle demand (see here) but there are signs that Ford is one of the very few OEMs that is starting to understand how important digital data is and the opportunity that it presents. More importantly, it appears to be almost the only one that is doing...
Google should issue refunds. Gaming on mobile phones remains a huge opportunity because outside of China, there is no dominant player but the way that Stadia is going it looks like Google will lose to someone else. Despite being one of the most important Digital Life services on smartphones and one of the highest earners for developers, no one has...
Robotaxis will not be appearing anytime soon. McAfee has exposed a corner case that triggered dangerous behaviour by a Tesla vehicle in another example of how deep learning is not well suited to the chaotic road environment. The result is that robotaxis remain as far away as ever and that investors should wary of pricing in robotaxis into Tesla’s valuation....
Blue Apron shares are probably going to zero. Another set of awful results has forced the board of Blue Apron to seek “strategic alternatives” which in English means either someone buys the company, or it goes out of business. The problem is that I can’t see anyone who would be foolhardy enough to buy the business. The last time I...
Apple does not know how badly it will miss FQ2 20. The first signs of the impact of the COVID-19 outbreak on the world economy have arrived, but critically no-one has any real idea what the real impact is going to be or how much worse it could get. Apple effectively withdrew its guidance for FQ2 20 in announcing that...
mmWave antenna design is still a big issue. As I have long suspected, one of the most challenging issues for 5G is the design of the mmWave antenna which has very little margin for error and has to deal with the most challenging radio propagation conditions yet seen in mobile telephony. Currently, Qualcomm is the only game in town for...
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.
SoftBank – Pressure cooker
Softbank must be under real pressure. In the current environment, the last thing one should do is bring a highly valued, loss-making, sharing economy-based company to IPO, demonstrating that Softbank is under withering pressure to produce some good news. With the spectre of a global infectious pandemic looming, businesses that enable users to share assets are not particularly desirable as...