Lucid Group stock soared to new heights recently, closing out the day with a market cap higher than General Motors and Ford. Futurum’s lead analyst Shelly Kramer explores what this means for the future of EV production and the auto industry as a whole.
Apple Search for Automotive LiDAR Supplier Fuels New Rumors About Project Titan
Futurum’s Olivier Blanchard on Apple’s search for automotive LiDAR supplier fueling new rumors about Project Titan. While it may make more sense for Apple to stay in its consumer electronics lane, where it could focus on building a first rate Smart Home ecosystem to displace Alphabet and Amazon, and make XR cool enough to displace Microsoft, Oculus (Facebook), and potentially other consumer electronic giants like Samsung, Sony, HTC, and more, the real flex play for Apple this decade, its boldest hard swing for the fences, lies in entering the automotive market to take on Tesla.
Disappointed by Tesla’s Battery Day? The Electric-car Maker has been Winning by Playing the Long Game
Disappointed by Tesla’s Battery Day? The Electric-car Maker has been Winning by Playing the Long Game
NVIDIA Adds Volvo to its Roster of Partners on AI for Self-Driving Trucks
NVIDIA adds Volvo to its roster of partners for AI on self-driving cars, and the battle for reference customer wins is on. Intel has publicly shared big wins with BMW, Honda, Nissan, and Fiat- Chrysler, while NVIDIA has staked their claims with Mercedes, VW, and Toyota. The market is big enough for both companies, and it will be interesting to watch as this goes from PoC to production, which company, if any, becomes the undisputed leader in this space.