Tesla
Tesla
+2
Jan 27, 2026
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5 min read
Who’s Ready vs. Who’s Right?
Why the EV transition is no longer a debate about beliefs—and what it’s revealing about Tesla, Toyota, and the next phase of disruption.
BYD
+3
Mar 24, 2025
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5 min read
BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger
The most important EV company most Americans still don't know
Tesla
+2
Mar 10, 2025
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4 min read
Electric Vehicle Evangelists vs. Reality
A guy calling himself “America’s EV Influencer” once responded to one of my posts, stating, “Toyota is doing well for now, riding the hybrid wave.
Waymo
+6
Feb 17, 2025
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6 min read
Does AI Fall for Market Hype? My ChatGPT Experiment on Tesla
While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.
Waymo
+6
Jan 31, 2025
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6 min read
The Tesla Paradox: A $10 Trillion Robot, a Shrinking Auto Business, and the Power of Hype
A tale of two automakers. One generates nearly $200 billion in revenue, sells over six million vehicles, and pulls in $14 billion in free cash flow. It has decades of experience, profitable gasoline and EV businesses, and some of the most recognized brands in the world.
Tesla
+2
Dec 23, 2024
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6 min read
The Trillion-Dollar Divide: Why Tesla Can Dream Bigger Than Detroit
On a crisp morning in Detroit, General Motors executives gathered in a boardroom to make one of their toughest decisions yet (I actually imagined this crisp morning in Detroit).
business
+4
Dec 9, 2024
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3 min read
Is Software Eating the Automotive Industry?
In 2011, Silicon Valley entrepreneur Marc Andreessen famously declared, “software will eat the world,” predicting that software would become a dominant force in every industry.
business
+6
Nov 21, 2024
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6 min read
Get Over It! Elon Musk is Winning the Automotive Game.
When asked about Elon Musk, the late Charlie Munger (former Vice Chairman of Berkshire Hathaway and Warren Buffett’s business partner) once said, “Never underestimate the man who overestimates himself... These weird guys who overestimate themselves occasionally knock it right out of the park.”
Tesla
+2
Jun 17, 2024
•
3 min read
Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division
At a recent investor conference, General Motors CFO Paul Jacobson announced a $6 billion share buyback as well as an increase in the GM dividend.
