About TaaSMaster
TaaSMaster analyzes the structural forces reshaping the global automotive industry. The focus is on what those forces mean for anyone with a stake in the move from legacy automotive to software-defined, electrified mobility.
The publication covers EV architecture economics, software-defined vehicle strategy, capital allocation, and competitive power shifts across the world's automakers. The editorial position is independent: pro-logic, not pro-EV or anti-legacy.
TaaSMaster publishes one free memo a week for executives, analysts, investors and anyone who follows the industry closely. Structural questions the press releases don't answer and conclusions the trade coverage doesn't reach.
About Randall McAdory
I've spent nearly four decades inside the automotive industry, in manufacturing, brand marketing, business intelligence and digital media strategy. Few analysts have worked in all four.
I started on the manufacturing floor. I moved through brand marketing and business intelligence inside a major global OEM. Then I spent more than a decade on the digital and media side, leading automotive revenue strategy at AOL, Hachette's Jumpstart Automotive Group, Korrelate (acquired by JD Power), and Pandora.
Those later roles required me to build and execute strategy across virtually every major automaker. Not one OEM. All of them. Understanding what each company was investing in, where they were placing bets, and what their leadership actually believed about the future of the industry was the job.
That cross-industry vantage point is what TaaSMaster is built on. When I write about the strategic decisions facing GM, Toyota, VW, BYD, or Tesla, I'm drawing on direct experience with how these organizations think, spend, and decide.
The questions I focus on now are the ones that matter most: the EV transition, the software-defined vehicle race, and the capital and strategic gaps that will determine which companies lead the next decade and which don't.
If that's the lens you want on the industry, the next memo arrives in your inbox every week, free.
TaaSMaster, LLC is not a registered investment advisor or broker/dealer. Nothing published here constitutes investment advice.