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Is Tesla Beating Automakers in the US?

Just as I’m about to post my latest newsletter update, there’s this from Elon Musk.

Randall McAdory
Randall McAdory

Feb 17, 2022

•

8 min read

Structural analysis
of automotive disruption

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

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TaaSMaster

Analyzing the structural forces reshaping the global automotive industry. Founded by Randall McAdory, TaaSMaster examines new auto sector economics, capital allocation, regulatory pressure, and competitive power shifts — with a focus on what those forces mean for executives and investors navigating the transition.

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