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LockSimple

Fire Those With Gas in their Blood

Jun 18, 2020

Elon Musk has been quoted that he doesn’t believe traditional automakers will beat Tesla in the development of autonomous electric vehicles because the solution is mostly a software problem.

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LockSimple

Can Both EV and AV Investments Survive?

May 14, 2020

GM’s Cruise autonomous driving subsidiary announced yesterday it’s laying off 8 percent of it’s full-time employees.

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LockSimple

GM is a Fast Horse

May 12, 2020

The title of this post was motivated by a financial piece about GM in Seeking Alpha written by Aaron Butler.

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LockSimple

Infatuation with Tesla. Why Not GM?

May 11, 2020

An intriguing article in Automotive News (subscription required) today, suggests that Wall Street adores Tesla, which is obvious given the company's $150 billion market capitalization (five times higher than General Motors).

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LockSimple

COVID-19 Will Drive Usage of Mobility Solutions Lower

May 8, 2020

That’s the result of an IBM survey of 25,000 adults in the U.S.

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LockSimple

General Motors EV and AV Investments Won’t be Reduced

May 6, 2020

GM posted a small profit during Q1 which is surprising given the heavy losses announced by the other 2 Detroit automakers in Q1.

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LockSimple

Will China Power GM Out of a Coronavirus Recession?

May 5, 2020

China is the world’s largest automotive market by far.

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LockSimple

Does COVID-19 Help Tesla?

May 4, 2020

Coronavirus could give Tesla advantages over traditional automakers both in electric vehicle investment as well as the development of self-driving systems.

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LockSimple

Will Autonomous Vehicle Investments Decline Now?

Apr 28, 2020

I believe Tesla is leading the world in a race to develop the technology enabling mobility solutions using self-driving vehicle capability as outlined in this Medium article, Tesla's Insurmountable Advantages. However, in an interview this week with Automotive News, Adam Jonas (Head of Global Auto & Shared Mobility Research at Morgan Stanley), believes ...

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LockSimple

Porsche Says, "Tesla is not a Competitor"

Apr 15, 2020

In a recent AutoNews article (subscription required), Porsche's head of R&D says Tesla's goal to be a volume producer of EVs means Tesla really doesn't compete with Porsche.

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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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