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 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...
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...
