China Autos - Unfair? - The U.S. Is Going After the Wrong Sector - Part 1
Trump’s plan will make Autos unfair for the U.S. An additional U.S. 25% tariff on cars from China will hurt U.S. automakers. The U.S. has a trade...
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Autonomous Driving- Uber's Reckless Ride
In growing from zero to $70 billion in market cap, Uber accomplished in seven years what took Ford seventy. That phenomenal growth rate came...
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Tesla: A Few Thoughts on Ageing Products Before 1Q Earnings Announcement
As we near Tesla's earnings announcement which has not yet been announced, we took a look at the quarterly sales trend for the company's 3 key...
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Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
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The Week That Was In North Asia@Smartkarma: JDI, Renesas, Trade, Governance, and Mobis/Glovis
It was a "slow" week on Smartkarma with 'only' 165 pieces of research published, but it is school vacation week in Asia, with two days off in Hong...
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