Logo
Search
Login
Sign Up

Elon Musk

The World’s First $8.5 Trillion Company? Tesla’s Board Thinks So.

Sep 15, 2025

The boldest compensation package in history asks if Tesla can reach $8.5 trillion.

Read More

Ford’s “Model T Moment” — Vision or Gamble?

Aug 15, 2025

Ford bets on new EV production to rival BYD. Can it deliver by 2027?

Read More

The Most Bullish Analyst Just Got Musk’d

Jul 8, 2025

Tesla tension can also get personal

Read More

Tales from the Beat with Ed Garsten

Jun 11, 2025

A podcast discussion with long-time automotive journalist Ed Garsten

Read More

Tesla’s Road to $9 Trillion? The Predictions vs. The Reality

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.

Read More

The Tesla Paradox: A $10 Trillion Robot, a Shrinking Auto Business, and the Power of Hype

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.

Read More
LockSimple

Is There a Tesla 2.0? A Movie Most Of Us Are Not Watching?

Jan 6, 2025

Remember March 2020?

Read More
LockSimple

Musk Alumni Are Now Driving the Competition

Dec 2, 2024

In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.

Read More
LockSimple

Get Over It! 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.”

Read More
LockSimple

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

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...

Read More
LockSimple

The Business of a Political Preference: The Musk Trump Card

Aug 5, 2024

Linette Lopez recently wrote a compelling article for Business Insider explaining why Tesla CEO Elon Musk supports Donald Trump for President.

Read More
LockSimple

The FOMO-Free Way Elon Musk Hopes You Ignore

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.

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

The Perils of Pioneering: Henry Ford and Elon Musk

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.

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 at a Tipping Point

Apr 20, 2024

Originally published on the LinkedIn TaaSMaster Newsletter site.

Read More
LockSimple

Tesla: Beyond the Hype to the Hard Truths

Apr 11, 2024

If you follow this newsletter, you’ll know that I once was a Tesla shareholder.

Read More
LockSimple

What Does Automotive Disruption Look Like? Maybe It’s About Manufacturing Might.

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.

Read More
LockSimple

Being an Automaker: A Cautionary Tale from Apple

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?

Read More
LockSimple

Auto Companies are Terrible Investments: An Unending Cycle of Boom and Bust

Feb 28, 2024

I have finally come to understand that automotive companies make terrible businesses.

Read More
LockSimple

Revised EV Strategies: Jim Farley’s Admission vs Akio Toyoda’s Vision

Feb 16, 2024

What should be clear today is the road to a fully electric future is neither straight nor predictable.

Read More
LockSimple

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Jan 25, 2024

Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.

Read More
LockSimple

Charging Coattails: More Automakers Succumb to Tesla for Charging

Dec 20, 2023

What do Nissan, Toyota, Volvo, Polestar, Volkswagen (VW, Audi, Porsche, and the upcoming Scout brand), Hyundai, Kia, Genesis, Stellantis, Ford, and Rivian all have in common?

Read More
LockSimple

Detroit’s Pickup Truck Moat versus Cybertruck’s Arrival

Dec 7, 2023

As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.

Read More
Load 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