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Stack Economics

Piece specifically analyzes hardware vs. software vs. data profit migration

40.1% - The Layer the Stack Race Has Already Lost

Jun 15, 2026

One company supplies 40% of the world's EV vehicle batteries. The more important question is whether that is still a supplier relationship.

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The Fight for the Top of the Stack

Feb 25, 2026

Why Automakers Don't Want to Be "Just" Car Companies

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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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