Nov 9, 2026
I was wrong about autonomy. I was right about the miracle.
Oct 19, 2026
EV advocates say legacy automakers lost their nerve. The profit numbers say something else.
Jul 27, 2026
Scott Galloway says Musk's rarest skill isn't engineering. It's raising capital on a story.
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.
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.
May 11, 2026
The skunkworks is engineering around the edges while ignoring batteries, the single most expensive component.
Apr 27, 2026
Vertical integration meets an occupied landscape with established operators already scaling.
Mar 30, 2026
Three founders are building the future of transportation. They share a destination. The paths they chose could not be more different.
Mar 23, 2026
What the robotaxi retreat tells us about the Innovator's Dilemma in practice.
Mar 16, 2026
GM conceived it. Tesla commercialized it. BYD industrialized it to its endpoint.
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.
Sep 15, 2025
The boldest compensation package in history asks if Tesla can reach $8.5 trillion.
Aug 15, 2025
Ford bets on new EV production to rival BYD. Can it deliver by 2027?
Jul 8, 2025
Tesla tension can also get personal
Jun 11, 2025
A podcast discussion with long-time automotive journalist Ed Garsten
May 20, 2025
The Model Y was the peak. What's come after hasn't measured up.
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.
Mar 24, 2025
The most important EV company most Americans still don't know
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.
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.
Feb 17, 2025
While conducting research for a recent TaaSMaster newsletter article, I used OpenAI’s ChatGPT to analyze Tesla’s valuation.
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.
Jan 6, 2025
Remember March 2020?
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).
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.