by Randall McAdory | Jan 20, 2021 | Amazon, Apple, Electric Vehicles, General Motors, GM Cruise Automation, Microsoft, Nvidia, TaaS, Tesla, Transportation as a Service, Waymo
taGMan That’s the acronym I use to remember the 7 companies that will lead others in the drive to a future world full of electric vehicles, self-driving capability and mobility solutions. Tesla, Apple, Google, Microsoft, Amazon, Nvidia, General Motors While...
by Randall McAdory | Jan 16, 2021 | Batteries, Elon Musk, Manufacturing, Tesla
During Tesla’s Battery Day presentation in September of last year, Elon Musk spent a few minutes discussing what might become one of the company’s most important core competencies. It has nothing to do with battery technology. It’s Manufacturing! In...
by Randall McAdory | Jan 13, 2021 | Elon Musk, General Motors, Tesla
GM stock is at an all-time high. Wall Street is beginning to understand what I’ve been suggesting for some time: GM will become a substantial EV, autonomous technology and mobility solutions company that will compete with the best in the world. The announcement by the...
by Randall McAdory | Jan 4, 2021 | Apple, Elon Musk, Tesla
A discussion by Gene Munster of Loup Ventures and Horace Dediu suggests Apple could be the most significant challenge to Tesla’s current EV dominance. In fact Dediu believes Apple might turn Tesla into tomorrow’s BlackBerry. BlackBerry was one of the most important...
by Randall McAdory | Dec 29, 2020 | Amazon, Apple, Autonomous Vehicles, Electric Vehicles, Elon Musk, GM Cruise Automation, Microsoft, Rivian, TaaS, Tesla, Volkswagen, Waymo
Why is it that the Tesla fan believes all legacy automakers are doomed to fail in the race toward an electric and autonomous vehicle future? To the Fan Boys, a winner-take-all, zero-sum-game of Tesla winning while all others lose is the future. TI don not believe...
