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The Players in the Mobility Space

The Players in the Mobility Space

by Randall McAdory | Sep 14, 2020 | Amazon, Electric Vehicles, GM Cruise Automation, Tesla, Transportation as a Service, Uber, Waymo

During a Prof G Show podcast (by Scott Galloway), NYU professor, Arun Sundararajan, gave his opinion around which entities will drive the mobility space (a space that I’m defining as transportation-as-a-service with self driving vehicles). Sundararajan believes...
Ignore General Motors at Your Peril

Ignore General Motors at Your Peril

by Randall McAdory | Sep 8, 2020 | Autonomous Vehicles, Electric Vehicles, General Motors, GM Cruise Automation, Nikola, Tesla

While Tesla gets lots of attention, GM has been building electric and autonomous vehicle capabilities over many years that seem to be missed by many. Now that the GM-Nikola partnership has been announced, maybe GM will begin to get some investor credit for its...
GM Cruise and Tesla Get Some Competition

GM Cruise and Tesla Get Some Competition

by Randall McAdory | Jun 25, 2020 | Autonomous Vehicles, Geely, General Motors, GM Cruise Automation, TaaS, Tesla, Volkswagen, Volvo, Waymo

In January, GM announced its Cruise Origin as a vehicle that’s designed to be shared, autonomous and electric. Origin is the General Motors vehicle to be used primarily in transportation-as-a-service business solutions. Not to be left behind, today, Waymo and...
Can Both EV and AV Investments Survive?

Can Both EV and AV Investments Survive?

by Randall McAdory | May 14, 2020 | Autonomous Vehicles, Electric Vehicles, GM Cruise Automation

GM’s Cruise autonomous driving subsidiary announced yesterday it’s laying off 8 percent of it’s full-time employees. During this time of COVID-19, many analysts believe companies like GM cannot continue to invest in both electric vehicle development and autonomous...
Ignore General Motors at Your Peril

GM is a Fast Horse

by Randall McAdory | May 13, 2020 | Autonomous Vehicles, General Motors, GM Cruise Automation, Tesla

The title of this post was motivated by a financial piece about GM in Seeking Alpha written by Aaron Butler. In the article, Butler describes GM as “the fastest horse in the auto race.” In addition to GM’s financial performance versus competitors...
Ignore General Motors at Your Peril

General Motors EV and AV Investments Won’t be Reduced

by Randall McAdory | May 6, 2020 | Autonomous Vehicles, Coronavirus, Electric Vehicles, General Motors, GM Cruise Automation

GM posted a small profit during Q1 which is surprising given the heavy losses announced by the other 2 Detroit automakers in Q1. According to AutoNews, GM’s CFO is saying the pandemic will not impact the company’s work on their electric and autonomous vehicles. The...
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