-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important
Micron hitting the brakes after memory market already impacts
Micron capped off an otherwise… Read More
For some reason the obsession with robotaxis persists throughout the world and throughout the transportation industry. The collective conventional wisdom appears to be that getting rid of the human drivers of taxis and letting these vehicles freely operate presumably around the clock will save money and the environment.… Read More
For Tesla, 2021 was an amazing year. A blindspot looms in 2022.
Critics cheered the National Highway Traffic Safety Administration for opening multiple investigations into fatal and near fatal Tesla crashes. Legislators decried the de facto beta testing of Tesla’s Full Self-Driving beta on public roads. And in December,… Read More
One of the key differentiating characteristics of companies working on autonomous vehicles is the willingness to explain or disclose the manner in which this technology works. Tesla and Mobileye have been standouts in the explainer category. Companies like Waymo and Cruise have been less distinguished.
Tesla, though, … Read More
Even as Honda Motors puts a so-called Level 3 semi-autonomous vehicle on the road in Japan – 100 of them to be exact – the outrage grows over semi-autonomous vehicle tech requiring driver vigilance. Tesla Motors and General Motors have taken this plunge, creating a driving scenario where drivers – under certain circumstances … Read More