Randall McAdory

Former automotive and digital media executive analyzing global automotive disruption.

Toyota

Apr 6, 2026

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8 min read

Optionality or Hesitation:The Toyota Question

The largest automaker in the world is playing every hand. That is either the shrewdest strategy in the industry or a most expensive hedge.

Randall McAdory

Elon Musk

The Engineer, the Dealmaker, and the Visionary

Mar 30, 2026

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9 min read

The Engineer, the Dealmaker, and the Visionary

Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.

Randall McAdory

GM Built It First. Tesla Gets the Credit.

Mar 23, 2026

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9 min read

GM Built It First. Tesla Gets the Credit.

What the robotaxi retreat tells us about the Innovator's Dilemma in practice.

Randall McAdory

Mar 16, 2026

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8 min read

The Third Bay: A GM, Tesla, BYD Story

GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.

Randall McAdory

Auto industry strategy

The Global Affordability War: EVs, ICE, and the Architecture That Wins at Scale

Mar 9, 2026

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7 min read

The Global Affordability War: EVs, ICE, and the Architecture That Wins at Scale

Rising vehicle prices, global growth markets, and declining battery costs may determine whether EVs become the dominant industrial architecture for automobiles.

Randall McAdory

Lucid Motors

Mar 2, 2026

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5 min read

Lucid: Capital Insulated, Scale Exposed

How sovereign backing changes survival — but not automotive economics

Randall McAdory

Stack Economics

Feb 25, 2026

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10 min read

The Fight for the Top of the Stack

Why Automakers Don't Want to Be "Just" Car Companies

Randall McAdory

Ford Motor Company

Feb 19, 2026

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6 min read

The Cost of Transparency at Ford

Why isolating EV losses may be amplifying skepticism rather than enforcing discipline.

Randall McAdory

Tesla

Jan 27, 2026

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5 min read

Who’s Ready vs. Who’s Right?

Why the EV transition is no longer a debate about beliefs—and what it’s revealing about Tesla, Toyota, and the next phase of disruption.

Randall McAdory

Tesla’s Hope Premium—and Why the Bet Looks Different Now

Jan 11, 2026

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7 min read

Tesla’s Hope Premium—and Why the Bet Looks Different Now

How Tesla moved from EV execution to a much bigger—and riskier—set of bets

Randall McAdory

Killing a Cash Cow vs. Making It Obsolete

Jan 5, 2026

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5 min read

Killing a Cash Cow vs. Making It Obsolete

Why refusing to kill a cash cow may be the most disciplined decision of the EV era

Randall McAdory

Dec 12, 2025

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5 min read

Rethinking the Race With China on EVs

Why Matching China’s EV Strategy Isn’t a Strategy at All

Randall McAdory

Cadillac

A CRM Mystery: When Automakers Know Everything Except Their Customers

Dec 2, 2025

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4 min read

A CRM Mystery: When Automakers Know Everything Except Their Customers

Randall McAdory

Why Toyota Keeps Winning While Others Pivot

Nov 10, 2025

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1 min read

Why Toyota Keeps Winning While Others Pivot

Toyota’s quiet discipline is defines what real innovation looks like - and it’s a lesson for every automaker chasing the EV future.

Randall McAdory

Detroit’s Split Screen: Ford’s Skunkworks vs. GM’s Shared DNA

Nov 3, 2025

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2 min read

Detroit’s Split Screen: Ford’s Skunkworks vs. GM’s Shared DNA

Randall McAdory

Profit Over Purity: The Market’s New Automotive Formula

Oct 27, 2025

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3 min read

Profit Over Purity: The Market’s New Automotive Formula

What GM’s pivot reveals about profitability, patience, and the next auto era.

Randall McAdory

The Market’s Faith in Musk. Tesla’s Vision Only Bet Is No Slam Dunk.

Oct 6, 2025

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2 min read

The Market’s Faith in Musk. Tesla’s Vision Only Bet Is No Slam Dunk.

Full Self-Driving is priced into Tesla’s future. The path to get there? That’s the real debate.

Randall McAdory

Oct 1, 2025

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2 min read

Not Anti-EV. Just Pro-Reality

EVs may be better for the planet, but they’re not better for every driver.

Randall McAdory

Porsche’s “No Substitute” Mantra Just Met Its Substitute in China

Sep 24, 2025

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2 min read

Porsche’s “No Substitute” Mantra Just Met Its Substitute in China

The Porsche EV Crossroads: Two Markets, One Brand, and No Clear Path

Randall McAdory

Tesla Valuation

The World’s First $8.5 Trillion Company? Tesla’s Board Thinks So.

Sep 15, 2025

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2 min read

The World’s First $8.5 Trillion Company? Tesla’s Board Thinks So.

The boldest compensation package in history asks if Tesla can reach $8.5 trillion.

Randall McAdory

automotivedealers

Everyone Loves to Hate Auto Dealers. Here's Why They're Wrong.

Sep 3, 2025

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1 min read

Everyone Loves to Hate Auto Dealers. Here's Why They're Wrong.

Direct sales works in boom times. Dealers win when the market turns.

Randall McAdory

Elon Musk

Ford’s “Model T Moment” — Vision or Gamble?

Aug 15, 2025

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2 min read

Ford’s “Model T Moment” — Vision or Gamble?

Ford bets on new EV production to rival BYD. Can it deliver by 2027?

Randall McAdory

Automotive Industry

Toyota and VW: Same Storm, Two Outcomes — Now on LinkedIn

Jul 31, 2025

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2 min read

Toyota and VW: Same Storm, Two Outcomes — Now on LinkedIn

Why Volkswagen is shrinking while Toyota grows despite facing the same challenges.

Randall McAdory

Porsche

Jul 22, 2025

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2 min read

Porsche's Swiss Watch Moment

What Rolex can teach Porsche about surviving disruption

Randall McAdory

Elon Musk

The Most Bullish Analyst Just Got Musk’d

Jul 8, 2025

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2 min read

The Most Bullish Analyst Just Got Musk’d

Tesla tension can also get personal

Randall McAdory