Waymo
+4
Jun 1, 2026
•
10 min read
The Bet Inside the Bet:What Tesla's Valuation Requires You to Believe
Tesla may solve autonomous driving. That question is still open. But solving the technology and winning the market are two separate bets. Investors are pricing them as one.
Toyota
+2
May 18, 2026
•
5 min read
Honda, Subaru, and the Questions Their Recovery Plans Don't Answer
The losses look similar. The recoveries are not.
BYD
+5
May 11, 2026
•
3 min read
Why Ford's EV Cost Strategy Leaves the Biggest Problem Unsolved
The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.
Waymo
+6
Apr 27, 2026
•
6 min read
Tesla Won EVs With Demonstrated Advantages and an Empty Market. The Robotaxi Market Is Already Occupied.
Vertical integration meets an occupied landscape with established operators already scaling.
Waymo
+3
Apr 17, 2026
•
5 min read
The Landlord Who Can’t Afford a Winner
Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.
Toyota
+2
Apr 6, 2026
•
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.
GM
+4
Mar 23, 2026
•
9 min read
GM Built It First. Tesla Gets the Credit.
What the robotaxi retreat tells us about the Innovator's Dilemma in practice.
GM
+6
Mar 16, 2026
•
8 min read
The Third Bay: A GM, Tesla, BYD Story
GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.
