Aug 17, 2026
Germany pulled back from self-driving cars. Detroit is going all in for 2028. Tesla is skipping the Level 3 step entirely.
Jul 20, 2026
Several of the specific comparisons behind a recent Detroit EV takedown don't hold up against the data.
Jul 6, 2026
The $24,950 pickup isn't solving affordability. It's revealing where Detroit's real opportunity sits.
May 11, 2026
The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.
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).
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.
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 13, 2024
Once again, the automotive industry is at a crossroads.
Feb 28, 2024
I have finally come to understand that automotive companies make terrible businesses.
Feb 5, 2024
Few stories are as compelling in recent automotive history as the contrast between Ford’s resurgence under Alan Mulally and the struggles of General Motors during the period between 2006 and 2014.
Dec 7, 2023
As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.
Oct 14, 2023
In the classic 1987 film "The Untouchables," Sean Connery's character, Jim Malone, delivers a memorable line to Elliot Ness played by Kevin Costner: "What are you prepared to do?" Like it was for Elliot Ness, this question also is important for today‘s legacy automakers.
May 9, 2023
During Saturday’s Berkshire Hathaway annual shareholder meeting, Warren Buffet was asked a question about investment opportunities in the zero emission automotive space.