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Tesla

Who’s Ready vs. Who’s Right?

Jan 27, 2026

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.

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The World’s First $8.5 Trillion Company? Tesla’s Board Thinks So.

Sep 15, 2025

The boldest compensation package in history asks if Tesla can reach $8.5 trillion.

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Ford’s “Model T Moment” — Vision or Gamble?

Aug 15, 2025

Ford bets on new EV production to rival BYD. Can it deliver by 2027?

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The Most Bullish Analyst Just Got Musk’d

Jul 8, 2025

Tesla tension can also get personal

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Tales from the Beat with Ed Garsten

Jun 11, 2025

A podcast discussion with long-time automotive journalist Ed Garsten

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Maybe the Tesla Miracle Already Happened

May 20, 2025

The Model Y was the peak. What's come after hasn't measured up.

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Tesla’s Road to $9 Trillion? The Predictions vs. The Reality

Apr 28, 2025

How one bold forecast made Cathie Wood famous—and why Tesla’s journey to deliver on future promises looks tougher than ever.

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BYD vs. Tesla: The EV Shift No One Saw Coming—Except Charlie Munger

Mar 24, 2025

The most important EV company most Americans still don't know

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The Tesla Dilemma: Opportunity or Trap?

Mar 13, 2025

I had a text exchange with a friend yesterday who asked, “Is now the time to jump back in on Tesla [stock]?” My response was that I could not say with any confidence whether Tesla’s share price would rise or fall from Tuesday’s level, which was down over 50% since mid-December.

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Electric Vehicle Evangelists vs. Reality

Mar 10, 2025

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.

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Does AI Fall for Market Hype? My ChatGPT Experiment on Tesla

Feb 17, 2025

While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.

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The Tesla Paradox: A $10 Trillion Robot, a Shrinking Auto Business, and the Power of Hype

Jan 31, 2025

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.

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LockSimple

Is There a Tesla 2.0? A Movie Most Of Us Are Not Watching?

Jan 6, 2025

Remember March 2020?

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LockSimple

The Trillion-Dollar Divide: Why Tesla Can Dream Bigger Than Detroit

Dec 23, 2024

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).

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LockSimple

Is Software Eating the Automotive Industry?

Dec 9, 2024

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.

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LockSimple

Musk Alumni Are Now Driving the Competition

Dec 2, 2024

In a recent TaaSMaster Newsletter post, I discussed how Elon Musk is winning the automotive game.

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LockSimple

Get Over It! Elon Musk is Winning the Automotive Game.

Nov 21, 2024

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.”

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LockSimple

Disruption vs. Incrementalism: Why Tesla Thrives While Legacy Automakers Struggle for Investor Attention

Sep 18, 2024

On a cold, rainy Monday last year, I drafted a TaaSMaster Newsletter update that I eventually published on my Substack site. It was on November 20, 2023. I was with my wife in Kansas City, sitting in a rental car in the enormous parking lot at GEHA Field at Arrowhead Stadium. We were waiting to attend the Monday Night NFL footb...

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LockSimple

The Business of a Political Preference: The Musk Trump Card

Aug 5, 2024

Linette Lopez recently wrote a compelling article for Business Insider explaining why Tesla CEO Elon Musk supports Donald Trump for President.

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LockSimple

The FOMO-Free Way Elon Musk Hopes You Ignore

Jul 29, 2024

Here’s a follow-up post to last week’s TaaSMaster Newsletter update, The Myth of Tesla: Just Another Automaker Without Autonomy.

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LockSimple

The Myth of Tesla: Just Another Automaker Without Autonomy

Jul 25, 2024

During this week’s earnings call, Tesla CEO Elon Musk said, “I recommend anyone who doesn’t believe that Tesla will solve vehicle autonomy should not hold Tesla stock.” Implicit in Musk’s statement is the notion that investing in Tesla purely as an electric vehicle (EV) company is unwise.

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LockSimple

Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division

Jun 17, 2024

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.

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LockSimple

Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors

Jun 5, 2024

Today, much of the valuation bloom has come off the Tesla rose as the company is now worth around $550 billion, still 1.7 times more valuable than Toyota.

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LockSimple

The Perils of Pioneering: Henry Ford and Elon Musk

May 16, 2024

A recent Barron’s article speculated that Elon Musk is making a similar mistake with Tesla that Henry Ford made with his namesake company in 1924.

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LockSimple

Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning

May 13, 2024

Once again, the automotive industry is at a crossroads.

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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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