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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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BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger

Mar 24, 2025

The most important EV company most Americans still don't know

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The Tesla Dilemma: Opportunity or Trap?

Mar 13, 2025

I had a text exchange with a friend yesterday who asked, “Is now the time to jump back in on Tesla [stock]?” My response was that I could not say with any confidence whether Tesla’s share price would rise or fall from Tuesday’s level, which was down over 50% since mid-December.

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Electric Vehicle Evangelists vs. Reality

Mar 10, 2025

A guy calling himself “America’s EV Influencer” once responded to one of my posts, stating, “Toyota is doing well for now, riding the hybrid wave.

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Lessons from the Swiss Watch Industry: Can Porsche Survive Disruption?

Mar 6, 2025

I’m always on the lookout for intriguing connections between the automotive sector and other industries—insights that I can share with TaaSMaster subscribers.

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Tesla, China, and EV Hype: Has Everyone Forgotten Toyota?

Feb 27, 2025

In the relentless churn of headlines surrounding Tesla and its mercurial CEO, the meteoric rise of Chinese automakers, and the existential challenges facing legacy car companies, one automotive juggernaut continues to execute with consistent precision:

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Does AI Fall for Market Hype? My ChatGPT Experiment on Tesla

Feb 17, 2025

While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.

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Betting Big or Hedging Their Bets? How Legacy Automakers Are Navigating the EV Transition

Feb 14, 2025

The automotive industry is at a crossroads, and legacy automakers are staring down an uncertain road ahead.

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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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