Jun 1, 2026
Tesla may solve autonomous driving. That question is still open. But solving the technology and winning the market are two separate bets. Investors are pricing them as one.
May 25, 2026
Capital insulation was the thesis. Fiscal discipline may be the reality.
Apr 27, 2026
Vertical integration meets an occupied landscape with established operators already scaling.
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 22, 2025
What Rolex can teach Porsche about surviving disruption
Jun 27, 2025
Is the EV future truly inevitable, or just assumed?
Jun 23, 2025
What If the EV Future Isn’t as Inevitable as We’ve Been Told?
Jun 11, 2025
A podcast discussion with long-time automotive journalist Ed Garsten
Apr 21, 2025
Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.
Mar 10, 2025
A guy calling himself “America’s EV Influencer” once responded to one of my posts, stating, “Toyota is doing well for now, riding the hybrid wave.
Feb 14, 2025
The automotive industry is at a crossroads, and legacy automakers are staring down an uncertain road ahead.
Jan 6, 2025
Remember March 2020?
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 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.
Aug 5, 2024
Linette Lopez recently wrote a compelling article for Business Insider explaining why Tesla CEO Elon Musk supports Donald Trump for President.
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 15, 2024
Since its debut in 2014, the Porsche Macan has been a cornerstone of Porsche’s sales success, becoming the company’s best-selling model globally for many of the years since its introduction.
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).
May 20, 2024
A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies.
May 13, 2024
Once again, the automotive industry is at a crossroads.
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 22, 2024
Tesla famously does not use franchised dealers to sell its vehicles to retail consumers.
Apr 20, 2024
Originally published on the LinkedIn TaaSMaster Newsletter site.