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The Level 3 Divergence

Aug 17, 2026

Germany pulled back from self-driving cars. Detroit is going all in for 2028. Tesla is skipping the Level 3 step entirely.

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The Same Admission, Two Different Partners

Aug 10, 2026

Stellantis chose Leapmotor. Volkswagen chose Rivian. Two different partners fix similar weaknesses.

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Tesla Wants You to Believe Again

Jul 27, 2026

Scott Galloway says Musk's rarest skill isn't engineering. It's raising capital on a story.

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The Retreat Detroit Didn’t Make Alone

Jul 20, 2026

Several of the specific comparisons behind a recent Detroit EV takedown don't hold up against the data.

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The Bankruptcy VW Can't File

Jul 13, 2026

GM needed a court to do what its board wouldn't. VW's July 9 supervisory board vote clarified that a reckoning is still ahead.

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Is a Cheaper Car the Same as an Affordable One?

Jul 6, 2026

The $24,950 pickup isn't solving affordability. It's revealing where Detroit's real opportunity sits.

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The Protection That Isn't a Wall

Jun 30, 2026

What Lucid's Latest Cuts Reveal About the Limits of Sovereign Capital

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The Auto Sector: A Hundred Years Before the AI Buildout

Jun 25, 2026

What the Automobile's Industrial Revolution Predicts for Today's AI Infrastructure Race

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40.1% - The Layer the Stack Race Has Already Lost

Jun 15, 2026

One company supplies 40% of the world's EV vehicle batteries. The more important question is whether that is still a supplier relationship.

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First Principles or First Preferences? What the Automotive Disruption Actually Reveals

Jun 8, 2026

The same methodologies built Tesla's battery pack and produced the Cybertruck. That success gap is worth understanding.

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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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