Legacy Automakers are Late to the “Scared Party”
Last week’s Wall Street Journal article titled “What Scared Ford’s CEO in China” is further evidence that legacy automotive companies are “incrementalists.” As I wrote in the TaaSMaster Newsletter recently, automotive incrementalism is detrimental to car-maker shareholders.
Sep 19, 2024
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3 min read
Structural analysis
of automotive disruption
What investor decks don’t cover.
And industry coverage doesn’t ask.