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New Powertrain. Same Car Business.

Oct 19, 2026

EV advocates say legacy automakers lost their nerve. The profit numbers say something else.

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Porsche's Margin Fell to 1%. Can the Rolex Playbook Help?

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.

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What BMW Is Asking AI to Fix

Oct 6, 2026

China, tariffs, the Middle East and Chinese competition in Europe are squeezing BMW. What can AI actually change?

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Musk Skipped Market Research. So Did Steve Jobs. Cybertruck Failed. iPhone Did Not.

Sep 21, 2026

Same claim about market research, opposite outcomes. The research was never the reason.

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Lincoln Doubt and Cadillac Commitment

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.

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Chinese Exports Aren't Growth

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.

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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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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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