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Toyota

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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Toyota and VW: Same Storm, Two Outcomes — Now on LinkedIn

Jul 31, 2025

Why Volkswagen is shrinking while Toyota grows despite facing the same challenges.

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One Bets Big, One Bets Broad: GM and Toyota’s Diverging Paths to the Future

Apr 21, 2025

Mary Barra and Akio Toyoda have made distinct bets on how the automotive sector will unfold.

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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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Tesla, China, and EV Hype: Has Everyone Forgotten Toyota?

Feb 27, 2025

In the relentless churn of headlines surrounding Tesla and its mercurial CEO, the meteoric rise of Chinese automakers, and the existential challenges facing legacy car companies, one automotive juggernaut continues to execute with consistent precision:

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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

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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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.

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LockSimple

Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.

Mar 19, 2024

This time last year I penned an update designed to remind the many pure-play EV company supporters (mostly Tesla investors) that the challenges of legacy automotive companies to execute their EV strategies were not an indication that these legacy automakers were doomed to extinction.

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LockSimple

Electric Vehicle Dynamics: Tesla’s Rise, Toyota’s Stance, and What Investors Need to Know

Jan 25, 2024

Tesla sold 1.8 million full EVs in 2023, a 31% increase over 2022.

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LockSimple

Kaizen vs the Automotive Revolution. Which is Better? Continuous Improvement, or Disruption?

Jan 17, 2024

In a recent newsletter article in “The Electric,” written by Steve LeVine (part of The Information subscription), the challenges facing Tesla in scaling its business have come to the forefront, especially in comparison to China’s BYD.

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The Machine that Builds the Machine. Is this Tesla’s Competitive Advantage?

Sep 26, 2023

I bought Tesla stock in November 2018, when the company was valued at $53.5 billion.

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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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