by Randall McAdory | Jun 27, 2020 | Amazon, Autonomous Vehicles, Ford, General Motors, Rivian, Tesla, Waymo
Recently I wrote that TaaS development seemed to be a three-horse race between GM, Tesla, and Waymo. Now it seems Amazon also has entered the autonomous vehicle race, if not for TaaS business reasons, then surely for reducing one of the company’s largest expenses: its...
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...
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...
by Randall McAdory | May 11, 2020 | Autonomous Vehicles, Electric Vehicles, General Motors, Tesla
An intriguing article in Automotive News (subscription required) today, suggests that Wall Street adores Tesla, which is obvious given the company’s $150 billion market capitalization (five times higher than General Motors). The article also suggests...
by Randall McAdory | May 4, 2020 | Electric Vehicles, Tesla, Transportation as a Service
Coronavirus could give Tesla advantages over traditional automakers both in electric vehicle investment as well as the development of self-driving systems. In a Medium article written prior to the current coronavirus environment, I wrote about Tesla having potential...
by Randall McAdory | Apr 28, 2020 | Autonomous Vehicles, Elon Musk, Ford, GM Cruise Automation, TaaS, Tesla
I believe Tesla is leading the world in a race to develop the technology enabling mobility solutions using self-driving vehicle capability as outlined in this Medium article, Tesla’s Insurmountable Advantages. However, in an interview this week with Automotive...
