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.
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.
Oct 19, 2023
I own General Motors stock, which I acquired over multiple dates, beginning with a buy on January 10, 2017.