Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention
On a cold, rainy Monday last year, I drafted a TaaSMaster Newsletter update that I eventually published on my Substack site. It was on November 20, 2023. I was with my wife in Kansas City, sitting in a rental car in the enormous parking lot at GEHA Field at Arrowhead Stadium. We were waiting to attend the Monday Night NFL footb...
Sep 18, 2024
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6 min read
Structural analysis
of automotive disruption
What investor decks don’t cover.
And industry coverage doesn’t ask.