Nov 2, 2026
Volvo bought Nvidia's chip and software. GM bought only the chip. Apple's Mac computer shows why the difference matters.
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 13, 2026
GM needed a court to do what its board wouldn't. VW's July 9 supervisory board vote clarified that a reckoning is still ahead.
May 4, 2026
Cost Structure, Not Technology, Determines Which Legacy OEMs Survive Disruptive Transitions
Dec 2, 2025
A CRM Mystery: When Automakers Know Everything Except Their Customers
Apr 21, 2025
Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.
Apr 2, 2025
Detroit created jobs, stability, and wealth long before tech ruled the world
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 22, 2025
When Apple CEO Tim Cook famously stated, “The truth is we could make a ton of money if we monetized our customer, if our product was our customer.
Dec 23, 2024
On a crisp morning in Detroit, General Motors executives gathered in a boardroom to make one of their toughest decisions yet (I actually imagined this crisp morning in Detroit).
Oct 14, 2024
When Ford launched the Mustang Mach-E in late 2020, the only electric vehicle (EV) General Motors was selling was the Chevrolet Bolt.
Aug 26, 2024
Here an interesting and relevant update to a post from earlier this year about Cadillac Escalade.
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).
Jun 17, 2024
At a recent investor conference, General Motors CFO Paul Jacobson announced a $6 billion share buyback as well as an increase in the GM dividend.
May 13, 2024
Once again, the automotive industry is at a crossroads.
May 6, 2024
In October 2021, I wrote that Tesla's massive valuation might be justified. At that time, Tesla was valued at $1.1 trillion,close to its all-time high. Only four U.S. companies were worth more - Apple, Microsoft, Alphabet, and Amazon. I owned Tesla stock then, believing that traditional metrics of valuing a company did not apply to Tesla.
Feb 28, 2024
I have finally come to understand that automotive companies make terrible businesses.
Feb 10, 2024
During Black History Month, we often celebrate the influence that African Americans have exerted across music genres, which has led to the phrase that “all music is black music.” This sentiment recognizes the profound influence African American musicians have had on jazz, blues, rock ‘n’ roll, hip-hop, rap, and even country music.
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.
Jan 4, 2024
Mary Barra's decade-long tenure as GM's CEO has showcased commendable financial performance, particularly in North America, where high-margin truck sales have fueled substantial global profits.
Dec 7, 2023
As Tesla launches its Cybertruck, Detroit automakers (with their all-important full-size pickup truck franchises) should not be concerned.
Oct 19, 2023
I own General Motors stock, which I acquired over multiple dates, beginning with a buy on January 10, 2017.