Nov 9, 2026
I was wrong about autonomy. I was right about the miracle.
Nov 2, 2026
Volvo bought Nvidia's chip and software. GM bought only the chip. Apple's Mac computer shows why the difference matters.
Oct 26, 2026
Michael Leiters came to Porsche from Ferrari and McLaren. The Mission S concept and a lower break-even point suggest he is undoing a decade of volume chasing.
Oct 19, 2026
EV advocates say legacy automakers lost their nerve. The profit numbers say something else.
Oct 12, 2026
The plan to sell fewer, more expensive cars echoes how Rolex came through the quartz crisis. Rolex did it with no shareholders watching. Porsche can't.
Oct 6, 2026
China, tariffs, the Middle East and Chinese competition in Europe are squeezing BMW. What can AI actually change?
Sep 21, 2026
Same claim about market research, opposite outcomes. The research was never the reason.
Sep 7, 2026
One brand had a CEO who believed in it and lost his job before he could prove it. The other's CEO has been committed for twelve years running.
Aug 24, 2026
BYD's chairman called it a "brutal knockout stage." He said so in the same report showing the company's first profit decline in four years.
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.