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LockSimple

August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?

Apr 15, 2024

Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.

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LockSimple

Tesla: Beyond the Hype to the Hard Truths

Apr 11, 2024

If you follow this newsletter, you’ll know that I once was a Tesla shareholder.

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LockSimple

A Skeptics View about AI Fear of Missing Out

Apr 8, 2024

I try to adhere to an investment strategy of avoiding an all-too-common trap of Fear of Missing Out (FOMO).

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LockSimple

What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.

Apr 2, 2024

Winning the race in the automotive sector may not go to the automaker with the best battery technology, or the lowest cost batteries, or even to the company solving autonomous driving.

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LockSimple

Will the Apple Empire Strike Back

Mar 26, 2024

The most valuable company in the world is no longer Apple.

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LockSimple

Stellantis Soars: The Carlos Tavares Effect

Mar 25, 2024

Business performance is propelled by great leadership.

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LockSimple

Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.

Mar 19, 2024

This time last year I penned an update designed to remind the many pure-play EV company supporters (mostly Tesla investors) that the challenges of legacy automotive companies to execute their EV strategies were not an indication that these legacy automakers were doomed to extinction.

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LockSimple

Being an Automaker: A Cautionary Tale from Apple

Mar 1, 2024

If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed?

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LockSimple

Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

Feb 28, 2024

I have finally come to understand that automotive companies make terrible businesses.

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LockSimple

Revised EV Strategies: Jim Farley’s Admission vs Akio Toyoda’s Vision

Feb 16, 2024

What should be clear today is the road to a fully electric future is neither straight nor predictable.

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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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