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Did Tesla Really Start an Electric Vehicle Price War

Feb 6, 2023

When Tesla slashed the price of volume vehicles like Model Y by as much as $13,000, many assumed this was both a brilliant strategic move and a shot across the bow of competitors forcing them to slash prices as well.

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What Should Legacy Automakers Think About Tesla’s Latest Earnings

Jan 30, 2023

Last week, Tesla released its 4th quarter and full-year 2022 earnings.

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Tesla Continues to Conquest Legacy Automotive Customers

Jan 16, 2023

A recent Financial Times article asked if Tesla is at “the end of its golden age of growth,” questioning if the company can find enough customers to match its rapidly rising production capacity.

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General Motors Has Something No Other Automaker Can Match

Jan 9, 2023

General Motors has a vehicle profit weapon unlike any product from any other automaker in the world.

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A Critical Recognition by a GM CEO a Decade Ago

Jan 9, 2023

“History is littered with big companies that ignored innovation.”

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Tesla’s Insurmountable Advantages. Or So I Thought.

Jan 2, 2023

What was I thinking when I thought Tesla possessed insurmountable advantages?

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Holding On For Dear Life is a Terrible Idea for Tesla Investors

Dec 19, 2022

Many social media, Tesla shareholders with a lot of followers are now imploring others to “hold on for dear life” (HODL).

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Is Tesla Full Self Drive Feature a Scam

Dec 14, 2022

Originally published on my LinkedIn Newsletter page, December 13, 2022.

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Might Elon Musk Be The Only Person Who Can Slow Tesla Sales

Dec 13, 2022

Elon Musk was booed “viciously” according to Gizmodo by a San Francisco crowed when introduced on-stage at a comedy show.

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Why I Purchased Tesla Shares? Why I Sold All Tesla Shares? How Did the Tesla Investment Perform?

Dec 8, 2022

I initially acquired Tesla shares in November 2018 and again in January 2020.

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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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