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  • Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning

Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning

Once again, the automotive industry is at a crossroads.

Randall McAdory
Randall McAdory

May 13, 2024

•

5 min read

Structural analysis
of automotive disruption

What investor decks don’t cover.
And industry coverage doesn’t ask.

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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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