Logo
Search
Login
Sign Up

Autonomous Driving

Maybe the Tesla Miracle Already Happened

May 20, 2025

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

Read More
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.

Read More
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).

Read More
LockSimple

Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division

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.

Read More
LockSimple

Nvidia: Powering AI. Will it also Dominate Autonomous Driving?

May 8, 2024

Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.

Read More
LockSimple

Tesla: From Disruptor to Just Another Automaker?

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.

Read More
LockSimple

Tesla at a Tipping Point

Apr 20, 2024

Originally published on the LinkedIn TaaSMaster Newsletter site.

Read More
LockSimple

August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?

Apr 15, 2024

Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.

Read More
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).

Read More
LockSimple

Nvidia Should be the ‘N’ in FAANG

Apr 19, 2021

Nvidia is a major player in the self-driving car space

Read More

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.

Terms of Use

© 2026 TaaSMaster, LLC.
Report abusePrivacy policyTerms of use
beehiivPowered by beehiiv