“Ambarella is an artificial intelligence (“AI”) company,” says the first line in a recent Ambarella (AMBA) investor presentation to Morgan Stanley. More than four and a half years ago, we wrote about how Ambarella was seeing very strong revenue growth selling semiconductor processing solutions for video in four primary segments: camera-based advanced driver assistance systems (ADAS), wearable cameras […]
Investing in disruptive technologies appeals to investors because it promises high growth over short periods of time when compared to a slow-moving technology benchmark like Nasdaq. In many cases, it’s a get rich scheme in disguise. In other words, if that “next Microsoft” you think you’re holding can’t manage to beat a bog-standard market benchmark, you’ve […]
In the United States of America, you’ll generally find some irresponsible drivers on the road. This could be because many cities have passed laws that prevent police from pursuing vehicles that try to outrun them. Or it could be because there are a whole lot of fast cars being sold these days, and you’ll always […]
In a recent article, we covered 10 startups that are connecting cars and the huge effect they could have on roadways in the coming years. Another interesting (and related) technology that investors should watch is vehicle-to-vehicle (V2V) communication. The market extends to other methods of vehicle communication aside from just talking to “the cloud”. These […]
With most the auto tech talk being about autonomous cars, we’re becoming a bit concerned that we may be moving towards a society that discourages humans from driving. We previously hypothesized about an autonomous taxi company that could get almost constant utilization from vehicles as opposed to the 5% current utilization of your average car. […]
Does it seem like everything is becoming smarter? Soon even your toothbrush will have more computing power than the space shuttle. One smart technology that’s been around well before the term came into vogue is smart glass. But is it a smart investment yet? Smart glass, also referred to as dynamic or switchable glass, is […]
In a recent article, we demystified some of the terminology used to describe the Internet of Things (IoT), a technology that promises to connect all the devices around us and ultimately make the world a better place. If that utopian vision doesn’t come to fruition, then at least marketing people everywhere will have more “big data” on […]
In a previous article, we talked about a startup company called Automatic Labs which allows you to turn your old car into a smart car with the introduction of a simple device that plugs into the OBD-II port of your vehicle. Automatic Labs isn’t the only player in this space, and we recently came across another […]
There’s lots of excitement these days about disruption in the auto industry, like smarter cars that can drive themselves for example. Companies like Faraday Future are promising to make driving your car a much more personalized experience with their soon to be unveiled electric vehicle built by ex-employees of Tesla. But what about those of us who already own […]
When thinking about truly disruptive technologies, one that has to be ranked as one of the most destructive is that of driverless cars. If as a society we really move in that direction, it’s likely to be tremendously disruptive for auto insurance companies, taxi drivers, traffic speed monitoring solutions, ambulance services, long haul trucking, etc. […]