Logo
Search
Login
Sign Up
Logo

robotaxi

The Bet Inside the Bet:What Tesla's Valuation Requires You to Believe

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.

Read More

Tesla Won EVs With Demonstrated Advantages and an Empty Market. The Robotaxi Market Is Already Occupied.

Apr 27, 2026

Vertical integration meets an occupied landscape with established operators already scaling.

Read More

The Landlord Who Can’t Afford a Winner

Apr 17, 2026

Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.

Read More

GM Built It First. Tesla Gets the Credit.

Mar 23, 2026

What the robotaxi retreat tells us about the Innovator's Dilemma in practice.

Read More
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.

Read More
LockSimple

Tesla at a Tipping Point

Apr 20, 2024

Originally published on the LinkedIn TaaSMaster Newsletter site.

Read More
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.

Read More

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.

Terms of Use

© 2026 TaaSMaster, LLC.
beehiivPowered by beehiiv