It must be a measure of the dim view taken of the automotive industry by Silicon Valley types that of the 294 slides in Mary Meeker’s annual Trends presentation delivered at this year’s Code Conference less than 10 of those slides refer to transportation. The Kleiner Perkins Caufield & Byers partner even managed to avoid… Read More
TSMC warns soft phone/crypto & flat capex!
Does this impact DRAM?
Can Intel keep Apple?
We love Tesla (Model 3)!… Read More
In “Willy Wonka and the Chocolate Factory” circa 1971, Gene Wilder plays a vaguely misanthropic Willy Wonka who leads the young winners of his golden wrapper contest on a tour of the seven deadly sins within his candy factory and labs. (Who can forget Augustus Gloop?) At one point, Mike Teavee, a television-obsessed… Read More
Jalopnik’s report that car maker Fiat Chrysler Automobiles (FCA) had experienced a failed software update that had thrown the infotainment systems in some MY 2017-18 vehicles into a never-ending cycle of rebooting was a reminder that cars are indeed becoming smartphones on wheels. Blackberry CEO John Chen has no doubts… Read More
Tesla’s stock price recently took a hit because of concerns about its delivery capabilities and about increasing competition from carmakers who are switching their product lines to electric. With a market cap still exceeding $50 billion, it can be easy to argue that Tesla’s price remains severely inflated, especially when you… Read More
Elon Musk, the tech billionaire and CEO of Tesla, was quoted as saying Artificial Intelligence (AI) is the “Greatest Risk We Face as a Civilization”. He recently met with the National Governor’s Association and advocated for government involvement and regulations. This seems to be a far cry from the government-should-leave-the-market-alone… Read More
When speaking before the U.S. Senate or Congress one has to choose one’s words carefully. The temptation, when one is speaking before legislators and microphones and cameras, is to tell it like it is and speak truth to power. The reality is that the power of the legislators and the microphones and the cameras must be respected and,… Read More
I read at least one hour of news every day to keep informed, and I’ve read so many stories about autonomous vehicles that the same, familiar company names continue to dominate the thought leadership. What really caught my attention this month was an announcement about autonomous vehicle technology coming from Mentor Graphics… Read More
Some day soon, maybe this year or next, Tesla Motors is going to let the cat out of the bag that its cars are not only connected but are also subject to remote control. Remote control isn’t the sort of feature that consumers look for in their personal transportation, so it isn’t likely to be something Tesla is going to bring… Read More
For the past two years the impression has been spreading that Tesla Motors can do no wrong. (I can’t really say the same for Uber after the recent San Francisco licensing debacle.) There is no question that Tesla’s legal department is growing by the month as fights persist over opening stores and forestalling liability… Read More
