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EV architecture

Why Ford's EV Cost Strategy Leaves the Biggest Problem Unsolved

May 11, 2026

The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.

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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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TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

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