by Randall McAdory | Feb 2, 2021 | Autopilot, Electric Vehicles, Elon Musk, General Motors, GM Cruise Automation, Rivian, Tesla
According to Business Insider, Elon Musk is having discussions about selling Autopilot to automotive competitors. Some experts believe one or more automakers will actually license Autopilot given the challenges of developing competitive driver assistance systems. Most...
by Randall McAdory | Jan 31, 2021 | Autonomous Vehicles, Electric Vehicles, Elon Musk, General Motors, GM Cruise Automation, Honda, Internal Combustion Engine, Microsoft, Tesla
A theory of disruptive innovation was described in a 1995 Harvard Business Review article. Companies often fail to adapt to new technologies or changing market conditions. An example is Blockbuster failing to respond to a video streaming strategy pioneered by Netflix....
by Randall McAdory | Jan 23, 2021 | Autonomous Vehicles, Mobileye, Tesla, Waymo
Earlier this week, the Mobileye CEO cast doubts on Elon Musk’s approach to developing self-driving vehicles. Today, the CEO of Google’s Waymo self-driving division chimed-in as well. John Krafcik asserts that Tesla is only developing a very good driver assistance...
by Randall McAdory | Jan 22, 2021 | Autonomous Vehicles, General Motors, GM Cruise Automation, Honda
That’s the first topic in a Wall Steet Journal article today highlighting that GM (and Ford) is having its biggest stock gains in years. While Wall Street is just taking notice of GM, some of us have long noticed the positive performance of the company’s...
by Randall McAdory | Jan 21, 2021 | Aurora Innovation, Autonomous Vehicles, Chris Urmson, Elon Musk, Mobileye, Tesla
Recently the Mobileye CEO, Amnon Shashua, described Tesla’s method of developing self-driving vehicles as a brute force method of gradual beta test improvements that might run into a glass ceiling. Shashua believes Tesla essentially records the wrong part of...