Nov 9, 2026
I was wrong about autonomy. I was right about the miracle.
Nov 2, 2026
Volvo bought Nvidia's chip and software. GM bought only the chip. Apple's Mac computer shows why the difference matters.
Aug 17, 2026
Germany pulled back from self-driving cars. Detroit is going all in for 2028. Tesla is skipping the Level 3 step entirely.
Apr 17, 2026
Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.
May 20, 2025
The Model Y was the peak. What's come after hasn't measured up.
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.
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).
Jun 17, 2024
At a recent investor conference, General Motors CFO Paul Jacobson announced a $6 billion share buyback as well as an increase in the GM dividend.
May 8, 2024
Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.
May 6, 2024
In October 2021, I wrote that Tesla's massive valuation might be justified. At that time, Tesla was valued at $1.1 trillion,close to its all-time high. Only four U.S. companies were worth more - Apple, Microsoft, Alphabet, and Amazon. I owned Tesla stock then, believing that traditional metrics of valuing a company did not apply to Tesla.
Apr 20, 2024
Originally published on the LinkedIn TaaSMaster Newsletter site.
Apr 15, 2024
Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.
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).
Apr 19, 2021
Nvidia is a major player in the self-driving car space