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Automotive Industry

Toyota and VW: Same Storm, Two Outcomes — Now on LinkedIn

Jul 31, 2025

Why Volkswagen is shrinking while Toyota grows despite facing the same challenges.

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Porsche's Swiss Watch Moment

Jul 22, 2025

What Rolex can teach Porsche about surviving disruption

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The Most Bullish Analyst Just Got Musk’d

Jul 8, 2025

Tesla tension can also get personal

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Maybe the Tesla Miracle Already Happened

May 20, 2025

The Model Y was the peak. What's come after hasn't measured up.

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One Bets Big, One Bets Broad: GM and Toyota’s Diverging Paths to the Future

Apr 21, 2025

Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.

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A $108 Billion Punch in the Hood

Apr 12, 2025

Tariffs Threaten to Knock the U.S. Automotive Ecosystem Off the Road

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Before Silicon Valley, There Was Detroit

Apr 2, 2025

Detroit created jobs, stability, and wealth long before tech ruled the world

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Betting Big or Hedging Their Bets? How Legacy Automakers Are Navigating the EV Transition

Feb 14, 2025

The automotive industry is at a crossroads, and legacy automakers are staring down an uncertain road ahead.

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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

The Buffet Test: Why Legacy Automakers Struggle to Win Investor Trust

Jan 13, 2025

Warren Buffett famously joked about the challenges of investing in the airline industry by saying:

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LockSimple

Is There a Tesla 2.0? A Movie Most Of Us Are Not Watching?

Jan 6, 2025

Remember March 2020?

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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

Musk Alumni Are Now Driving the Competition

Dec 2, 2024

In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.

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LockSimple

Get Over It! Elon Musk is Winning the Automotive Game.

Nov 21, 2024

When asked about Elon Musk, the late Charlie Munger (former Vice Chairman of Berkshire Hathaway and Warren Buffett’s business partner) once said, “Never underestimate the man who overestimates himself... These weird guys who overestimate themselves occasionally knock it right out of the park.”

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LockSimple

Three Missteps that Paved Nissan’s Rocky Road

Nov 11, 2024

A recent Automotive News article by Hans Greimel delves into the challenges currently facing Nissan Motor Company.

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LockSimple

Ford’s Transparency on EV Losses: A Strategic Misstep

Nov 7, 2024

Ford restructured its operations in 2022 by creating distinct divisions: Ford Blue for internal combustion engine (ICE) vehicles, Ford Pro for commercial services, and Ford Model e for electric vehicles (EVs).

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LockSimple

Patience over Panic. A Tale of Two EV Strategies. Ford vs GM.

Oct 14, 2024

When Ford launched the Mustang Mach-E in late 2020, the only electric vehicle (EV) General Motors was selling was the Chevrolet Bolt.

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LockSimple

Legacy Automakers are Late to the “Scared Party”

Sep 19, 2024

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.

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LockSimple

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

Sep 18, 2024

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...

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LockSimple

From Hip Hop Roots to Luxury Leader: The Cadillac Escalade Journey

Aug 26, 2024

Here an interesting and relevant update to a post from earlier this year about Cadillac Escalade.

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LockSimple

The FOMO-Free Way Elon Musk Hopes You Ignore

Jul 29, 2024

Here’s a follow-up post to last week’s TaaSMaster Newsletter update, The Myth of Tesla: Just Another Automaker Without Autonomy.

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LockSimple

The Myth of Tesla: Just Another Automaker Without Autonomy

Jul 25, 2024

During this week’s earnings call, Tesla CEO Elon Musk said, “I recommend anyone who doesn’t believe that Tesla will solve vehicle autonomy should not hold Tesla stock.” Implicit in Musk’s statement is the notion that investing in Tesla purely as an electric vehicle (EV) company is unwise.

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LockSimple

Porsche’s Bold Move: Quickly Phasing Out the ICE Macan

Jul 15, 2024

Since its debut in 2014, the Porsche Macan has been a cornerstone of Porsche’s sales success, becoming the company’s best-selling model globally for many of the years since its introduction.

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LockSimple

Ford Moves Toward Vehicle Volume, Not Company Valuation

Jul 8, 2024

A recent newsletter article by Steve LeVine in The Information highlights how Ford CEO Jim Farley sees the future of Ford as an automaker committed to building a $30,000 electric vehicle (EV).

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LockSimple

The Chinese Automotive Threat is not New for U.S. Automakers

May 20, 2024

A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies.

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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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