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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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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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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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