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LockSimple

Why I Finally Bought Tesla Stock

Oct 1, 2020

I have a 493% return

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Tesla Battery Day and the Future Factory

Sep 23, 2020

Manufacturing efficiency discussion was most important

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Signup for the TaaSMaster Newsletter

Sep 20, 2020

Learn about investing in the companies that will win the future of EVs, self-driving, and mobility businesses - a $10 trillion future global industry

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The Players in the Mobility Space

Sep 14, 2020

During a Prof G Show podcast (by Scott Galloway), NYU professor, Arun Sundararajan, gave his opinion around which entities will drive the mobility space (a space that I'm defining as transportation-as-a-service with self driving vehicles).

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Electric Vehicle Technology that even Tesla Does Not Have

Sep 9, 2020

On the heels of the General Motors - Nikola partnership announcement, today we learn that GM has developed a wireless battery management system that's a "first in any EV anywhere," according to IEEE Spectrum.

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Ignore General Motors at Your Peril

Sep 8, 2020

While Tesla gets lots of attention, GM has been building electric and autonomous vehicle capabilities over many years that seem to be missed by many.

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Autonomous Vehicle Technology 'Peace Dividend'

Aug 31, 2020

Forbes has a very interesting article describing the "peace dividend" concept.

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Tesla: Game, Set, Match?

Jul 9, 2020

Elon Musk once described Tesla's lead over the competition in developing self-driving cars during an interview using the tennis analogy of "game, set, match." My interpretation was that Musk believes Tesla's development was so far ahead of everyone that no other company could catch up allowing Tesla to win the self-driving vehicle race.

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Amazon Joins the Autonomous Party

Jun 27, 2020

Recently I wrote that TaaS development seemed to be a three-horse race between GM, Tesla, and Waymo.

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GM Cruise and Tesla Get Some Competition

Jun 25, 2020

In January, GM announced its Cruise Origin as a vehicle that's designed to be shared, autonomous and electric.

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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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