Nov 9, 2026
I was wrong about autonomy. I was right about the miracle.
Oct 19, 2026
EV advocates say legacy automakers lost their nerve. The profit numbers say something else.
Sep 21, 2026
Same claim about market research, opposite outcomes. The research was never the reason.
Sep 7, 2026
One brand had a CEO who believed in it and lost his job before he could prove it. The other's CEO has been committed for twelve years running.
Aug 24, 2026
BYD's chairman called it a "brutal knockout stage." He said so in the same report showing the company's first profit decline in four years.
Jul 20, 2026
Several of the specific comparisons behind a recent Detroit EV takedown don't hold up against the data.
Jun 8, 2026
The same methodologies built Tesla's battery pack and produced the Cybertruck. That success gap is worth understanding.
May 18, 2026
The losses look similar. The recoveries are not.
May 11, 2026
The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.
May 4, 2026
Cost Structure, Not Technology, Determines Which Legacy OEMs Survive Disruptive Transitions
Apr 20, 2026
Stellantis needs Leapmotor's platform. Leapmotor needs Stellantis's European network. Which dependency compounds faster determines who controls the economics.
Apr 6, 2026
The largest automaker in the world is playing every hand. That is either the shrewdest strategy in the industry or a most expensive hedge.
Mar 23, 2026
What the robotaxi retreat tells us about the Innovator's Dilemma in practice.
Mar 16, 2026
GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.
Mar 9, 2026
Rising vehicle prices, global growth markets, and declining battery costs may determine whether EVs become the dominant industrial architecture for automobiles.
Mar 2, 2026
How sovereign backing changes survival — but not automotive economics
Sep 15, 2025
The boldest compensation package in history asks if Tesla can reach $8.5 trillion.