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LockSimple

Apple vs GM: A Tale of Two Data Strategies

Jan 22, 2025

When Apple CEO Tim Cook famously stated, “The truth is we could make a ton of money if we monetized our customer, if our product was our customer.

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LockSimple

Is Software Eating the Automotive Industry?

Dec 9, 2024

In 2011, Silicon Valley entrepreneur Marc Andreessen famously declared, “software will eat the world,” predicting that software would become a dominant force in every industry.

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LockSimple

Will the Apple Empire Strike Back

Mar 26, 2024

The most valuable company in the world is no longer Apple.

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LockSimple

Being an Automaker: A Cautionary Tale from Apple

Mar 1, 2024

If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed?

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LockSimple

Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

Feb 28, 2024

I have finally come to understand that automotive companies make terrible businesses.

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LockSimple

From Hype to Reality: Apple’s Autonomous Vehicle Efforts Amidst Industry Challenges

Feb 8, 2024

In early 2021, the buzz around Apple’s entry into the autonomous vehicle (AV) and robotaxi sector suggested a seismic shift was imminent in “transportation as a service” (TaaS).

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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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