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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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What Does Warren Buffet Know About Henry Ford and Elon Musk That We Need to Understand

May 9, 2023

During Saturday’s Berkshire Hathaway annual shareholder meeting, Warren Buffet was asked a question about investment opportunities in the zero emission automotive space.

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LockSimple

Join me on Notes

May 2, 2023

A new place for us to share ideas

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LockSimple

Is GM’s Decision to Kill Chevy Bolt a Mistake

May 1, 2023

Steve LeVine from The Information recently called GM’s decision to kill the Chevy Bolt EV, “a big mistake.” GM recently announced it will cease production of the Bolt at the end of this year.

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LockSimple

Why is Tesla Overvalued

Apr 18, 2023

There is no logical financial analysis where Tesla should be valued at its current valuation - nearly $600 billion.

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LockSimple

What Does This Headline Really Mean? “Ford Will Lose Billions on Electric Vehicles.”

Mar 28, 2023

It’s not as bad as you think

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LockSimple

Which Automakers Will Win the Future? Don’t Look at Traditional Industry Metrics to Find Out.

Mar 6, 2023

When disruption is occurring in industries, old metrics of business success often become irrelevant.

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LockSimple

Do Tesla’s 2022 Earnings Prove the Company is the Best Automaker in America

Feb 13, 2023

Tesla, GM and Ford each reported their full-year 2022 earnings recently.

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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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