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...
by Randall McAdory | Dec 29, 2020 | Amazon, Apple, Autonomous Vehicles, Electric Vehicles, Elon Musk, GM Cruise Automation, Microsoft, Rivian, TaaS, Tesla, Volkswagen, Waymo
Why is it that the Tesla fan believes all legacy automakers are doomed to fail in the race toward an electric and autonomous vehicle future? To the Fan Boys, a winner-take-all, zero-sum-game of Tesla winning while all others lose is the future. TI don not believe...
by Randall McAdory | Nov 13, 2020 | Electric Vehicles, General Motors, GM Cruise Automation, Tesla
GM might be the top company (not named Tesla) best positioned to thrive in a world of EVs, autonomous technology and mobility solutions. The giant profits GM generates from its pickup trucks, SUVs and China allows the company to finance its future of Zero Crashes,...
by Randall McAdory | Nov 1, 2020 | Autonomous Vehicles, Electric Vehicles, Elon Musk, Tesla
Some of the people I follow on Twitter are Tesla investors. A common trait among these Twitter Tesla investors is supreme confidence in the company and Elon Musk, along with an inherent belief that any other electric vehicle entrant or company developing autonomous...
by Randall McAdory | Oct 5, 2020 | Daimler, Ford, General Motors, Mercedes Benz, Tesla
Many believe EV’s will be the future of the automotive landscape. So do I. Many also believe Tesla will be the primary winner in this EV future. I’m not so sure about that part. The EV game will not be a zero sum game with Tesla winning and all others...
