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 22, 2021 | Autonomous Vehicles, General Motors, GM Cruise Automation, Honda
That’s the first topic in a Wall Steet Journal article today highlighting that GM (and Ford) is having its biggest stock gains in years. While Wall Street is just taking notice of GM, some of us have long noticed the positive performance of the company’s...
by Randall McAdory | Jan 20, 2021 | Amazon, Apple, Electric Vehicles, General Motors, GM Cruise Automation, Microsoft, Nvidia, TaaS, Tesla, Transportation as a Service, Waymo
taGMan That’s the acronym I use to remember the 7 companies that will lead others in the drive to a future world full of electric vehicles, self-driving capability and mobility solutions. Tesla, Apple, Google, Microsoft, Amazon, Nvidia, General Motors While...
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 | 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,...