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...
by Randall McAdory | Sep 9, 2020 | Batteries, General Motors, Tesla
On the heels of the General Motors – Nikola partnership announcement, today we learn that GM has developed a wireless battery management system that’s a “first in any EV anywhere,” according to IEEE Spectrum. Not even tech-forward Tesla has...
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...
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...
