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TaaSMaster

TaaSMaster

The structural questions automotive press releases don't answer -- and the conclusions trade coverage doesn't reach.

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Why Ford's EV Cost Strategy Leaves the Biggest Problem Unsolved

May 11, 2026

The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.

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GM Funds Transition. VW Warns of Crisis. What's the Difference?

May 4, 2026

Cost Structure, Not Technology, Determines Which Legacy OEMs Survive Disruptive Transitions

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Tesla Won EVs With Demonstrated Advantages and an Empty Market. The Robotaxi Market Is Already Occupied.

Apr 27, 2026

Vertical integration meets an occupied landscape with established operators already scaling.

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The Platform Belongs to Leapmotor. The Brand Belongs to Stellantis. Where Does the Margin Go?

Apr 20, 2026

Stellantis needs Leapmotor's platform. Leapmotor needs Stellantis's European network. Which dependency compounds faster determines who controls the economics.

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The Landlord Who Can’t Afford a Winner

Apr 17, 2026

Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.

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TaaSMaster

Analyzing the structural forces reshaping the global automotive industry. Founded by Randall McAdory, TaaSMaster examines new auto sector economics, capital allocation, regulatory pressure, and competitive power shifts — with a focus on what those forces mean for executives and investors navigating the transition.

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