Transportation
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Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
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The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.
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Why Uber is Worth $18.2 Billion
Christopher Mims’ piece Uber’s $18.2B Valuation Is a Head Scratcher is getting a lot of play, and deservedly so: it’s a good encapsulation of many people’s objections to Uber’s recent round that valued the company at $18.2 billion. However, I think Mims is wrong. I would argue he: Dramatically underestimates Uber’s potential market Undervalues Uber’s […]
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Daily Update: Satya Nadella at the Code Conference, Google’s Self-Driving Car Video, Intel to Work with Rockchip on SoC
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How much will CarPlay cost?
Wes Miller has a useful summary of CarPlay: In short, Apple hasn’t done a complete end around of the OEM – the automaker can still have their own UI for their own in-car functions, and then Apple’s distinct CarPlay UI (very familiar to anyone who has used iOS 7) is there when you’re “in CarPlay”, […]
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Waze Winners and Losers
Google acquired Waze earlier this week for a reported $1.03 billion. This is an interesting deal for a few different reasons with a clear set of winners and losers. Big Winner: Waze This is an incredible exit for a company with only ~17 million active users and negligible revenues. Waze is a great product – […]