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LockSimple

Waymo Might Not Be as Valuable as We Think

Sep 27, 2019

CNBC is reporting that Morgan Stanley analysts have cut their valuation of Waymo by 40%.

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LockSimple

The Wall St. Journal Reviews Porche's Electric Taycan

Sep 26, 2019

A few weeks ago, I wrote that the Porsche Taycan seems to be a "best effort car by an auto company determined to lead." Dan Neil of the Wall Street Journal seems to agree.

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LockSimple

GM Will Use Alexa as More Automakers Succumb to Silicon Valley for Infotainment and Operating Systems

Sep 25, 2019

General Motors is bringing Amazon Alexa to the infotainment system of its vehicles next year.

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LockSimple

Will Tesla Beat Uber?

Sep 20, 2019

In an interesting Barron’s article, Larry Ellison (Oracle’s founder and executive chairman) reportedly said at a recent event that he does not see the investment logic for WeWork and Uber.

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LockSimple

Amazon is Going Green and Rivian is Part of the Solution

Sep 19, 2019

The Amazon-led $700 million investment in Rivian last February is beginning to make sense.

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LockSimple

Is the UAW (United Auto Workers) on Strike Against General Motors Because of Electric Vehicles?

Sep 18, 2019

Today, there are 48,000 UAW GM employees on a labor strike against the automaker in the United States.

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LockSimple

Is Using Lidar for Autonomous Vehicles Stupid?

Sep 18, 2019

That’s the sentiment of Elon Musk who views the usage of lidar (light detection and ranging) for self-driving vehicles as an expensive and an unnecessary crutch.

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LockSimple

Is the Internal Combustion Engine Dead?

Sep 15, 2019

A recent NY Times article (subscription required) describing the most recent Frankfurt Show highlights the “angst” at this year’s show among industry insiders concerning the future of the automotive business.

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LockSimple

Automotive Laggards According to IBM

Sep 12, 2019

AutoNews (subscription required) recently reported on an IBM Automotive survey of 1,500 senior auto executives from 11 countries.

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LockSimple

The Elon Musk of Trucks

Sep 11, 2019

It's being reported this week that Rivian has raised $350 million from Cox Automotive.

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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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