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The Global Affordability War: EVs, ICE, and the Architecture That Wins at Scale

Mar 9, 2026

Rising vehicle prices, global growth markets, and declining battery costs may determine whether EVs become the dominant industrial architecture for automobiles.

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Lucid: Capital Insulated, Scale Exposed

Mar 2, 2026

How sovereign backing changes survival — but not automotive economics

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The Fight for the Top of the Stack

Feb 25, 2026

Why Automakers Don't Want to Be "Just" Car Companies

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The Cost of Transparency at Ford

Feb 19, 2026

Why isolating EV losses may be amplifying skepticism rather than enforcing discipline.

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Who’s Ready vs. Who’s Right?

Jan 27, 2026

Why the EV transition is no longer a debate about beliefs—and what it’s revealing about Tesla, Toyota, and the next phase of disruption.

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Tesla’s Hope Premium—and Why the Bet Looks Different Now

Jan 11, 2026

How Tesla moved from EV execution to a much bigger—and riskier—set of bets

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Killing a Cash Cow vs. Making It Obsolete

Jan 5, 2026

Why refusing to kill a cash cow may be the most disciplined decision of the EV era

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Rethinking the Race With China on EVs

Dec 12, 2025

Why Matching China’s EV Strategy Isn’t a Strategy at All

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A CRM Mystery: When Automakers Know Everything Except Their Customers

Dec 2, 2025

A CRM Mystery: When Automakers Know Everything Except Their Customers

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Why Toyota Keeps Winning While Others Pivot

Nov 10, 2025

Toyota’s quiet discipline is defines what real innovation looks like - and it’s a lesson for every automaker chasing the EV future.

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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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