AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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Mazda: After Integration of Sales Financing with Toyota, How Long Till Toyota Ups Its Stake?
Yesterday, the Nikkei reported that Toyota Motor (7203 JP) and Mazda Motor (7261 JP) would merge their sales financing operations. The Japanese...
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Autonomous Tech Redefines Global Auto Sector…
Honda chose to collaborate with Cruise and GM based on their leadership in autonomous and electric vehicle technology and our shared vision of a...
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Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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SELL NIO –A Dangerous Bet on Chinese EV Target Price: $3 (52% Downside)
Interestingly, despite the choice of listing NIO in the US, to our knowledge the company hasn’t invited any American reviewers to test drive the...
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