Oct 6, 2026
China, tariffs, the Middle East and Chinese competition in Europe are squeezing BMW. What can AI actually change?
Jul 13, 2026
GM needed a court to do what its board wouldn't. VW's July 9 supervisory board vote clarified that a reckoning is still ahead.
Jul 6, 2026
The $24,950 pickup isn't solving affordability. It's revealing where Detroit's real opportunity sits.
Apr 27, 2026
Vertical integration meets an occupied landscape with established operators already scaling.
Apr 17, 2026
Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.
Mar 30, 2026
Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.
Jul 31, 2025
Why Volkswagen is shrinking while Toyota grows despite facing the same challenges.
Jul 22, 2025
What Rolex can teach Porsche about surviving disruption
Jul 8, 2025
Tesla tension can also get personal
May 20, 2025
The Model Y was the peak. What's come after hasn't measured up.
Apr 21, 2025
Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.
Apr 12, 2025
Tariffs Threaten to Knock the U.S. Automotive Ecosystem Off the Road
Apr 2, 2025
Detroit created jobs, stability, and wealth long before tech ruled the world
Feb 14, 2025
The automotive industry is at a crossroads, and legacy automakers are staring down an uncertain road ahead.
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.
Jan 13, 2025
Warren Buffett famously joked about the challenges of investing in the airline industry by saying:
Jan 6, 2025
Remember March 2020?
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.
Dec 2, 2024
In a recent TaaSMaster Newsletter post, I discussed how 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.”
Nov 11, 2024
A recent Automotive News article by Hans Greimel delves into the challenges currently facing Nissan Motor Company.
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).
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.
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.
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...