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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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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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Electric Vehicle and Autonomous Vehicle Investments During Covid-19

Mar 27, 2020

Yesterday's announcement from General Motors cutting white collar salaries and freezing work on some vehicle programs due to coronavirus, also highlighted a few less than immediately profitable programs where engineering development will not be delayed.

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LockSimple

Covid-19 Impact on Autonomous Vehicle and TaaS Companies

Mar 24, 2020

It was reported today that autonomous vehicle software company, Aptiv, will access a $1.7 billion credit line, as well as suspend its $225 million dividend to conserve cash as part of the company's survival plan to weather the Covid-19 economic storm.

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LockSimple

Automakers Fight Coronavirus

Mar 21, 2020

GM, VW and other automakers around the globe are using their manufacturing, logistics, and purchasing expertise to help fight Covid-19.

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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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