The Ojo Yoshida Report
Open Letter to Ted Tewksbury, Velodyne’s New CEO
Dear Ted, Velodyne’s recent announcement introducing you as its new CEO didn’t surprise me. You’re the right executive arriving at the right time to correct the course of a vision-challenged company that has lost its way.
Velodyne went public in September 2020 through the dubious mechanism of a special-purpose acquisition company (SPAC) merger with blank-check company Graph Industrial. Since then, as the corporate board and its largest shareholder have relentlessly exchanged accusations, Velodyne has become best known for its dysfunction.
Farm Drones Going Hog Wild
Drones are coming to the farm, hot above the heels of marauding wild boars.
With the explosive growth of feral hog populations that wreak havoc on crops and fields, farmers worldwide are suffering a significant uptick in crop loss.
Stepping to the front lines in this agricultural clash is Sara Nozkova, CEO and cofounder of Flox Robotics, a drone startup based in Sweden.
India’s Recurring Dream
By Peter Clarke
It is almost always the same. The scene is misty but there is a large compound bounded by high fences around a large, modern-looking, almost window-less shell of a building; its skin punctured only by a glass-façade entrance. Hundreds of people work there making something valuable. The name on the front of the building changes but essentially the scene is always the same. And then India wakes up and it is still not a volume semiconductor manufacturer and another half-decade has slipped by.
Yes, India has a recurring dream – or perhaps we should say that India’s politicians’ have a recurring dream – but they have been unable – so far – to fulfil that dream. What or who is to blame?
NXP Resets, Victim No Longer
By Bolaji Ojo
What’s at stake
NXP is growing, well above the semiconductor industry average, and is leveraging prior acquisitions and financial strength to establish itself as a major player in the market. Can the company maintain this growth profile in the face of hungry competitors and against the backdrop of its own history? It may take several years for NXP to prove it can withstand market and geopolitical pressures beyond its control.
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