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The Tesla Paradox: A $10 Trillion Robot, a Shrinking Auto Business, and the Power of Hype

Jan 31, 2025

A tale of two automakers. One generates nearly $200 billion in revenue, sells over six million vehicles, and pulls in $14 billion in free cash flow. It has decades of experience, profitable gasoline and EV businesses, and some of the most recognized brands in the world.

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LockSimple

Apple vs GM: A Tale of Two Data Strategies

Jan 22, 2025

When Apple CEO Tim Cook famously stated, “The truth is we could make a ton of money if we monetized our customer, if our product was our customer.

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LockSimple

The Buffet Test: Why Legacy Automakers Struggle to Win Investor Trust

Jan 13, 2025

Warren Buffett famously joked about the challenges of investing in the airline industry by saying:

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LockSimple

Is There a Tesla 2.0? A Movie Most Of Us Are Not Watching?

Jan 6, 2025

Remember March 2020?

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The Trillion-Dollar Divide: Why Tesla Can Dream Bigger Than Detroit

Dec 23, 2024

On a crisp morning in Detroit, General Motors executives gathered in a boardroom to make one of their toughest decisions yet (I actually imagined this crisp morning in Detroit).

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Is Software Eating the Automotive Industry?

Dec 9, 2024

In 2011, Silicon Valley entrepreneur Marc Andreessen famously declared, “software will eat the world,” predicting that software would become a dominant force in every industry.

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Jason Zweig’s Warning: Count Yourself Among the Eggs

Dec 5, 2024

I just finished reading the third edition of The Intelligent Investor by Benjamin Graham.

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Musk Alumni Are Now Driving the Competition

Dec 2, 2024

In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.

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Get Over It! Elon Musk is Winning the Automotive Game.

Nov 21, 2024

When asked about Elon Musk, the late Charlie Munger (former Vice Chairman of Berkshire Hathaway and Warren Buffett’s business partner) once said, “Never underestimate the man who overestimates himself... These weird guys who overestimate themselves occasionally knock it right out of the park.”

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LockSimple

Three Missteps that Paved Nissan’s Rocky Road

Nov 11, 2024

A recent Automotive News article by Hans Greimel delves into the challenges currently facing Nissan Motor Company.

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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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