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China Automotive

Any piece where Chinese OEM strategy, cost curves, or market share is substantively analyzed

The Level 3 Divergence

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.

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The Same Admission, Two Different Partners

Aug 10, 2026

Stellantis chose Leapmotor. Volkswagen chose Rivian. Two different partners fix similar weaknesses.

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The Bankruptcy VW Can't File

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.

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Tesla Won EVs With Demonstrated Advantages and an Empty Market. The Robotaxi Market Is Already Occupied.

Apr 27, 2026

Vertical integration meets an occupied landscape with established operators already scaling.

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The Third Bay: A GM, Tesla, BYD Story

Mar 16, 2026

GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.

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The Fight for the Top of the Stack

Feb 25, 2026

Why Automakers Don't Want to Be "Just" Car Companies

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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.

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