Jul 27, 2026
Scott Galloway says Musk's rarest skill isn't engineering. It's raising capital on a story.
Jun 8, 2026
The same methodologies built Tesla's battery pack and produced the Cybertruck. That success gap is worth understanding.
Mar 30, 2026
Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.
Sep 15, 2025
The boldest compensation package in history asks if Tesla can reach $8.5 trillion.
Aug 15, 2025
Ford bets on new EV production to rival BYD. Can it deliver by 2027?
Jul 8, 2025
Tesla tension can also get personal
Jun 11, 2025
A podcast discussion with long-time automotive journalist Ed Garsten
Apr 28, 2025
How one bold forecast made Cathie Wood famous—and why Tesla’s journey to deliver on future promises looks tougher than ever.
Jan 31, 2025
A tale of two automakers. One generates nearly $200 billion in revenue, sells over six million vehicles, and pulls in $14 billion in free cash flow. It has decades of experience, profitable gasoline and EV businesses, and some of the most recognized brands in the world.
Jan 6, 2025
Remember March 2020?
Dec 2, 2024
In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.
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.”
Sep 18, 2024
On a cold, rainy Monday last year, I drafted a TaaSMaster Newsletter update that I eventually published on my Substack site. It was on November 20, 2023. I was with my wife in Kansas City, sitting in a rental car in the enormous parking lot at GEHA Field at Arrowhead Stadium. We were waiting to attend the Monday Night NFL footb...
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 29, 2024
Here’s a follow-up post to last week’s TaaSMaster Newsletter update, 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.
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 16, 2024
A recent Barron’s article speculated that Elon Musk is making a similar mistake with Tesla that Henry Ford made with his namesake company in 1924.
May 8, 2024
Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks.
Apr 20, 2024
Originally published on the LinkedIn TaaSMaster Newsletter site.
Apr 11, 2024
If you follow this newsletter, you’ll know that I once was a Tesla shareholder.
Apr 2, 2024
Winning the race in the automotive sector may not go to the automaker with the best battery technology, or the lowest cost batteries, or even to the company solving autonomous driving.
Mar 1, 2024
If Apple can’t make an entry into the automotive sector work, what makes any of the new participants in the industry believe they can succeed?
Feb 28, 2024
I have finally come to understand that automotive companies make terrible businesses.
Feb 16, 2024
What should be clear today is the road to a fully electric future is neither straight nor predictable.