Jul 27, 2026
Scott Galloway says Musk's rarest skill isn't engineering. It's raising capital on a story.
Jun 1, 2026
Tesla may solve autonomous driving. That question is still open. But solving the technology and winning the market are two separate bets. Investors are pricing them as one.
Apr 27, 2026
Vertical integration meets an occupied landscape with established operators already scaling.
Apr 17, 2026
Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.
Mar 23, 2026
What the robotaxi retreat tells us about the Innovator's Dilemma in practice.
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.
Apr 20, 2024
Originally published on the LinkedIn TaaSMaster Newsletter site.
Apr 15, 2024
Tesla CEO Elon Musk recently posted on X that his company will reveal a robotaxi on August 8.