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Automotive Industry

Automotive Industry

+2

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

Jul 31, 2025

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2 min read

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

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

Randall McAdory
Randall McAdory

Porsche

+3

Porsche's Swiss Watch Moment

Jul 22, 2025

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2 min read

Porsche's Swiss Watch Moment

What Rolex can teach Porsche about surviving disruption

Randall McAdory
Randall McAdory

Elon Musk

+3

The Most Bullish Analyst Just Got Musk’d

Jul 8, 2025

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2 min read

The Most Bullish Analyst Just Got Musk’d

Tesla tension can also get personal

Randall McAdory
Randall McAdory

Investing

+6

Maybe the Tesla Miracle Already Happened

May 20, 2025

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4 min read

Maybe the Tesla Miracle Already Happened

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

Randall McAdory
Randall McAdory

Automotive Industry

+3

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

Apr 21, 2025

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3 min read

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

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

Randall McAdory
Randall McAdory

Tariffs

+1

A $108 Billion Punch in the Hood

Apr 12, 2025

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3 min read

A $108 Billion Punch in the Hood

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

Randall McAdory
Randall McAdory

Middle Class

+5

Before Silicon Valley, There Was Detroit

Apr 2, 2025

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6 min read

Before Silicon Valley, There Was Detroit

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

Randall McAdory
Randall McAdory

Automotive Industry

+1

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

Feb 14, 2025

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4 min read

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

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

Randall McAdory
Randall McAdory

Automotive Industry

+3

Apple vs GM: A Tale of Two Data Strategies
LockSimple

Jan 22, 2025

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2 min read

Apple vs GM: A Tale of Two Data Strategies

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.

Randall McAdory
Randall McAdory

Technology stocks

+3

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

Jan 13, 2025

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3 min read

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

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

Randall McAdory
Randall McAdory

Elon Musk

+3

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

Jan 6, 2025

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4 min read

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

Remember March 2020?

Randall McAdory
Randall McAdory

business

+4

Is Software Eating the Automotive Industry?
LockSimple

Dec 9, 2024

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3 min read

Is Software Eating the Automotive Industry?

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.

Randall McAdory
Randall McAdory

Elon Musk

+3

Musk Alumni Are Now Driving the Competition
LockSimple

Dec 2, 2024

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3 min read

Musk Alumni Are Now Driving the Competition

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

Randall McAdory
Randall McAdory

business

+6

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

Nov 21, 2024

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6 min read

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

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.”

Randall McAdory
Randall McAdory

business

+4

Three Missteps that Paved Nissan’s Rocky Road
LockSimple

Nov 11, 2024

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4 min read

Three Missteps that Paved Nissan’s Rocky Road

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

Randall McAdory
Randall McAdory

automotive

+3

Ford’s Transparency on EV Losses: A Strategic Misstep
LockSimple

Nov 7, 2024

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3 min read

Ford’s Transparency on EV Losses: A Strategic Misstep

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).

Randall McAdory
Randall McAdory

Automotive Industry

+3

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

Oct 14, 2024

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4 min read

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

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

Randall McAdory
Randall McAdory

Investing

+4

Legacy Automakers are Late to the “Scared Party”
LockSimple

Sep 19, 2024

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3 min read

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.

Randall McAdory
Randall McAdory

Investing

+5

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

Sep 18, 2024

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6 min read

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

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...

Randall McAdory
Randall McAdory

Automotive Industry

+2

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

Aug 26, 2024

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3 min read

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

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

Randall McAdory
Randall McAdory

Elon Musk

+3

The FOMO-Free Way Elon Musk Hopes You Ignore
LockSimple

Jul 29, 2024

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3 min read

The FOMO-Free Way Elon Musk Hopes You Ignore

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

Randall McAdory
Randall McAdory

Elon Musk

+5

The Myth of Tesla: Just Another Automaker Without Autonomy
LockSimple

Jul 25, 2024

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3 min read

The Myth of Tesla: Just Another Automaker Without Autonomy

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.

Randall McAdory
Randall McAdory

Porsche

+2

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

Jul 15, 2024

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2 min read

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

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.

Randall McAdory
Randall McAdory

Elon Musk

+7

Ford Moves Toward Vehicle Volume, Not Company Valuation
LockSimple

Jul 8, 2024

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3 min read

Ford Moves Toward Vehicle Volume, Not Company Valuation

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).

Randall McAdory
Randall McAdory

Automotive Industry

+1

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

May 20, 2024

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3 min read

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

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

Randall McAdory
Randall McAdory
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