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The Twitter Tesla Investor. Confident and Dismissive

The Twitter Tesla Investor. Confident and Dismissive

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...
My Take on Tesla’s Battery Day

My Take on Tesla’s Battery Day

by Randall McAdory | Sep 24, 2020 | Batteries, Electric Vehicles, Elon Musk, Tesla

It’s a big deal, irrespective of the short-term impact on the stock price I’m a long Tesla shareholder who does not get too worked-up around the short-term gyrations of what is a very volatile stock. Battery Day didn’t seem to excite investors, with the Tesla...
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...
Fire Those With Gas in their Blood

Fire Those With Gas in their Blood

by Randall McAdory | Jun 19, 2020 | Autonomous Vehicles, Electric Vehicles, Software

Elon Musk has been quoted that he doesn’t believe traditional automakers will beat Tesla in the development of autonomous electric vehicles because the solution is mostly a software problem. He believes traditional auto is not very good at software. In a recent Clean...
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...
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