Feb 5, 2024
Few stories are as compelling in recent automotive history as the contrast between Ford’s resurgence under Alan Mulally and the struggles of General Motors during the period between 2006 and 2014.
Jan 25, 2024
Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.
Jan 17, 2024
In a recent newsletter article in “The Electric,” written by Steve LeVine (part of The Information subscription), the challenges facing Tesla in scaling its business have come to the forefront, especially in comparison to China’s BYD.
Jan 8, 2024
Who made money owning Tesla?
Jan 4, 2024
Mary Barra's decade-long tenure as GM's CEO has showcased commendable financial performance, particularly in North America, where high-margin truck sales have fueled substantial global profits.
Dec 20, 2023
What do Nissan, Toyota, Volvo, Polestar, Volkswagen (VW, Audi, Porsche, and the upcoming Scout brand), Hyundai, Kia, Genesis, Stellantis, Ford, and Rivian all have in common?
Dec 7, 2023
As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.
Nov 28, 2023
Stuck on stupid: A colloquial expression used to describe a person seemingly unable to learn from mistakes or adapt their behavior.
Nov 21, 2023
If you are a shareholder in a legacy automaker, incrementalism is why you’re losing
Nov 14, 2023
Is Cruise the nail in GM’s stock growth coffin?