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Waymo is Suspending Service

Mar 20, 2020

According to CNBC, Waymo (Alphabet's self-driving taxi service being tested in Phoenix and Detroit), is halting much of its operations until at least April 8 due to Covid-19.

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Automotive Had an Early Hint at Covid-19

Mar 20, 2020

The publisher of Automotive News, Jason Stein, wrote a commentary piece (subscription required) this week that his team had an early hint of what was coming due to coronavirus.

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Morgan Stanley Thinks GM's EVs Will Grow Faster than Tesla's

Mar 9, 2020

After the General Motors Electric Vehicle Day presentation last week, Morgan Stanley's Adam Jonas believes GM's EV sales will grow 30 times in 10 years.

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GM's Future is Electric

Mar 4, 2020

After watching today's web presentation of the General Motors Electric Vehicle Day, here's what's significant to me.

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Colorado Approves Factory Direct Electric Vehicle Sales

Mar 1, 2020

On Friday state senators in Colorado passed a bill allowing electric vehicle makers like Rivian to sell directly to consumers.

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Polestar CEO is All-In on Electric

Feb 29, 2020

It seems as though Polestar CEO, Thomas Ingenlath, has gotten frustrated with the pace of transformation to electric vehicles.

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Tesla is Tops in Battery Technology

Feb 29, 2020

Inside EVs is reporting that Tesla might be moving to a "next level" in vehicle battery development.

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Volkswagen, "This Sh*t is Hard"

Feb 28, 2020

There are reports that VW is having software code issues with the new all-electric ID3 vehicle according to Automotive News (subscription required).

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GM Cruise in California

Feb 27, 2020

Automotive News is reporting (subscription required) that GM's Cruise autonomous vehicle subsidiary can begin testing in California with passengers.

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VW Will Fight Back

Jan 25, 2020

Automotive News is reporting (subscription required) that VW's CEO, Herbert Diess, is sending a not-so-subtle message to Elon Musk that the Volkswagen Group is coming after Tesla.

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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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