May 25, 2026
Capital insulation was the thesis. Fiscal discipline may be the reality.
May 18, 2026
The losses look similar. The recoveries are not.
May 11, 2026
The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.
May 4, 2026
Cost Structure, Not Technology, Determines Which Legacy OEMs Survive Disruptive Transitions
Apr 27, 2026
Vertical integration meets an occupied landscape with established operators already scaling.
Apr 20, 2026
Stellantis needs Leapmotor's platform. Leapmotor needs Stellantis's European network. Which dependency compounds faster determines who controls the economics.
Apr 17, 2026
Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.
Apr 6, 2026
The largest automaker in the world is playing every hand. That is either the shrewdest strategy in the industry or a most expensive hedge.
Mar 30, 2026
Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.
Mar 23, 2026
What the robotaxi retreat tells us about the Innovator's Dilemma in practice.