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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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The Bet Inside the Bet:What Tesla's Valuation Requires You to Believe

Jun 1, 2026

Tesla may solve autonomous driving. That question is still open. But solving the technology and winning the market are two separate bets. Investors are pricing them as one.

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Lucid: When Sovereign Patience Has a Timeline

May 25, 2026

Capital insulation was the thesis. Fiscal discipline may be the reality.

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Honda, Subaru, and the Questions Their Recovery Plans Don't Answer

May 18, 2026

The losses look similar. The recoveries are not.

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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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