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Porsche's Swiss Watch Moment

Jul 22, 2025

What Rolex can teach Porsche about surviving disruption

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The Most Bullish Analyst Just Got Musk’d

Jul 8, 2025

Tesla tension can also get personal

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When EV’s Become Dogma: Rethinking the Industry’s Assumptions

Jun 27, 2025

Is the EV future truly inevitable, or just assumed?

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Bets, Billions, and Blind Spots: Rethinking the EV Consensus

Jun 23, 2025

What If the EV Future Isn’t as Inevitable as We’ve Been Told?

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Tales from the Beat with Ed Garsten

Jun 11, 2025

A podcast discussion with long-time automotive journalist Ed Garsten

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Maybe the Tesla Miracle Already Happened

May 20, 2025

The Model Y was the peak. What's come after hasn't measured up.

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Tesla’s Road to $9 Trillion? The Predictions vs. The Reality

Apr 28, 2025

How one bold forecast made Cathie Wood famous—and why Tesla’s journey to deliver on future promises looks tougher than ever.

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One Bets Big, One Bets Broad: GM and Toyota’s Diverging Paths to the Future

Apr 21, 2025

Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.

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A $108 Billion Punch in the Hood

Apr 12, 2025

Tariffs Threaten to Knock the U.S. Automotive Ecosystem Off the Road

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Before Silicon Valley, There Was Detroit

Apr 2, 2025

Detroit created jobs, stability, and wealth long before tech ruled the world

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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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