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robotaxi

LockSimple

Tesla: From Disruptor to Just Another Automaker?

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.

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LockSimple

Tesla at a Tipping Point

Apr 20, 2024

Originally published on the LinkedIn TaaSMaster Newsletter site.

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LockSimple

August 8 - A Robotaxi Date of Significance? Or a Date of Triviality?

Apr 15, 2024

Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.

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TaaSMaster

Analyzing the structural forces reshaping the global automotive industry. Founded by Randall McAdory, TaaSMaster examines new auto sector economics, capital allocation, regulatory pressure, and competitive power shifts — with a focus on what those forces mean for executives and investors navigating the transition.

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