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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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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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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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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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LockSimple

Porsche's Stamp of Approval on Electrification

Sep 10, 2019

Much is being debated about the 2020 Porsche Taycan.

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A Stopped Vehicle or a Stop Sign?

Sep 9, 2019

An interesting piece in The Detroit News this week describes the challenges that autonomous vehicles have in identifying stationary objects.

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Do Electric Vehicles Change Automotive Manufacturing?

Sep 6, 2019

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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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