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The Bet Inside the Bet:What Tesla's Valuation Requires You to Believe

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.

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Tesla Won EVs With Demonstrated Advantages and an Empty Market. The Robotaxi Market Is Already Occupied.

Apr 27, 2026

Vertical integration meets an occupied landscape with established operators already scaling.

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The Landlord Who Can’t Afford a Winner

Apr 17, 2026

Uber has signed a number of AV partnerships. The strategy only works if none of them dominate.

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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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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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