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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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LockSimple

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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LockSimple

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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LockSimple

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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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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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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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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