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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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Optionality or Hesitation:The Toyota Question

Apr 6, 2026

The largest automaker in the world is playing every hand. That is either the shrewdest strategy in the industry or a most expensive hedge.

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The Engineer, the Dealmaker, and the Visionary

Mar 30, 2026

Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.

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GM Built It First. Tesla Gets the Credit.

Mar 23, 2026

What the robotaxi retreat tells us about the Innovator's Dilemma in practice.

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The Third Bay: A GM, Tesla, BYD Story

Mar 16, 2026

GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.

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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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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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