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Autonomous Autos 2019 – All change

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...

Toyota – Prancing horse.

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...

Foldable devices – Nasty Origami pt. VI.

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...

Ford – Ship and remember.

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...

Google Stadia – Humble pie.

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...

Tesla / Mobileye – Double vision

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...

Blue Apron – No bottom

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...

COVID-19 – No-one knows

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...

Apple 5G – Antenna issues

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...

Huawei – Nowhere to run pt. XII

The USA makes up for recent ground lost. The US Department of Justice has stepped up its campaign against Huawei in a move that I think aims to dissuade other...