Oct 19, 2026
EV advocates say legacy automakers lost their nerve. The profit numbers say something else.
Aug 24, 2026
BYD's chairman called it a "brutal knockout stage." He said so in the same report showing the company's first profit decline in four years.
Jul 20, 2026
Several of the specific comparisons behind a recent Detroit EV takedown don't hold up against the data.
May 11, 2026
The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.
Mar 30, 2026
Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.
Mar 16, 2026
GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.
Mar 24, 2025
The most important EV company most Americans still don't know
Feb 28, 2024
I have finally come to understand that automotive companies make terrible businesses.
Jan 25, 2024
Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.
Jan 17, 2024
In a recent newsletter article in “The Electric,” written by Steve LeVine (part of The Information subscription), the challenges facing Tesla in scaling its business have come to the forefront, especially in comparison to China’s BYD.