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LockSimple

Is Tesla Worthless Without Full Self-Drive

Aug 10, 2023

“Solving Full Self-Driving” [FSD] is the difference between Tesla being worth a lot of money and being worth basically zero.” - Elon Musk

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Cybertruck versus Detroit. Will Tesla’s Unique Full-Size Truck Break Detroit’s Full-Size Truck Dominance?

Jul 31, 2023

🚀 Exciting News!

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Tesla Trauma Shakes Toyota

Jul 5, 2023

Toyota, the largest automotive company in the world, sold 10.5 million vehicles last year.

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The World's Most Profitable Automotive Factory and Its Surprising Owner

Jun 22, 2023

The most profitable automotive factory in the world is a facility in Texas that has been operating since 1954.

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Apple’s Co-Founder Predicted GM and Ford Would Eventually Partner With Tesla for Charging

Jun 12, 2023

While attending an automotive conference in Las Vegas in 2019, I recall Steve Wozniak (co-founder of Apple) describing the two electric vehicles he owned at the time: a Tesla Model S and a Chevrolet Bolt by General Motors.

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The Best Selling Car in the World? It’s a Tesla. What Does this Really Mean?

Jun 5, 2023

According to a recent report by Automotive News, the Tesla Model Y was the best-selling car in the world during Q1 of this year.

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Join my chat

Jun 2, 2023

A private space for us to converse and connect

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Were It Not For Escalade, Cadillac Would be Invisible in Los Angeles

May 30, 2023

During my recent travels, I found it noteworthy that the Cadillac Escalade, the brand’s most popular and most expensive model, was so abundant in LA.

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Has Tesla Disrupted the Toyota Production System

May 22, 2023

According to Automotive News, several automotive manufacturing experts agree with Martin French, managing director at consulting firm Berylls, who said, “I got the feeling when I watched the Tesla presentation that the Toyota production system has been thrown up in the air and machine-gunned down.”

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The Angst Around GM’s Decision to Cease Apple CarPlay

May 18, 2023

Since the recent announcement by GM to end the usage of Apple CarPlay in its EVs beginning in 2024, there has been much debate about the decision on social business sites like LinkedIn. The ability to better manage the in-vehicle customer data and experience is driving this change. Thus, I think GM is making the correct decision.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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