Reply to this post Waymo’s lead shrinks to 5 to 1. Analysis of autonomous testing data submitted to the California DMV for 2017, reveals that...
Reply to this post Didi can crush the bike sharing upstarts. In China where the bicycle is an integral part of daily transport, Didi has...
Reply to this post No Planes, no trains, only automobiles. By far the strongest theme at CES 2018 is the digitisation of the automobile with...
Reply to this post RFM’s top 5 issues likely to prevail at CES and 2018. Artificial Intelligence I expect Artificial Intelligence to get top billing...
Reply to this post FF looks certain to fail. It won’t be the last. The saga of Faraday Future may soon draw to a close,...
Reply to this post Even at $54bn, no shortage of sellers. While attention is focused on SoftBank’s moves to take a 13-15% stake in Uber,...
Reply to this post This is Lyft’s best chance to catch Uber. With yet another skeleton emerging to hinder Uber, Lyft is increasing its recent...
Reply to this post Fuchsia could replace Android Auto and Android Wear. Google’s mysterious operating system Fuchsia is starting to take shape with the...
Reply to this post At around $70bn, there should be plenty of sellers. Uber has approved a deal where SoftBank will lead a $1bn fund...
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.
Didi & OEMs– Bikes to cars
Reply to this post Data will be the key to differentiation. If Didi does to automobiles what it has done to bikes, then the outlook...