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The Myth of Tesla: Just Another Automaker Without Autonomy
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…
Jul 25
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Randall McAdory
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The Myth of Tesla: Just Another Automaker Without Autonomy
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Porsche’s Bold Move: Quickly Phasing Out the ICE Macan
Since its debut in 2014, the Porsche Macan has been a cornerstone of Porsche’s sales success, becoming the company’s best-selling model globally for…
Jul 15
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Randall McAdory
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Porsche’s Bold Move: Quickly Phasing Out the ICE Macan
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Ford Moves Toward Vehicle Volume, Not Company Valuation
A recent newsletter article by Steve LeVine in The Information highlights how Ford CEO Jim Farley sees the future of Ford as an automaker committed to…
Jul 8
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Randall McAdory
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Ford Moves Toward Vehicle Volume, Not Company Valuation
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June 2024
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. Lost…
Jun 17
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Randall McAdory
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Cruise Control: Investors Could be Missing the Boat on GM’s Autonomous Driving Division
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Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors
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…
Jun 5
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Randall McAdory
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Robotaxi Unveil: A Make-or-Break Moment for Tesla Investors
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May 2024
The Chinese Automotive Threat is not New for U.S. Automakers
A recent InsideEVs article suggested a “Cold War” is brewing between China and the West involving Chinese automakers and western automotive companies…
May 20
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Randall McAdory
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The Chinese Automotive Threat is not New for U.S. Automakers
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The Perils of Pioneering: Henry Ford and Elon Musk
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. The…
May 16
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Randall McAdory
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The Perils of Pioneering: Henry Ford and Elon Musk
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Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning
Once again, the automotive industry is at a crossroads. Just when it seemed electric vehicle (EV) growth would continue unabated, the industry has…
May 13
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Randall McAdory
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Electric Shock: Tesla’s Fumble, China’s Rise, and the Industry’s Reckoning
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Nvidia: Powering AI. Will it also Dominate Autonomous Driving?
Today, Nvidia is considered one of the “Magnificent 7” high-flying stocks. Its Graphics Processing Units (GPUs) are critical to the growing capabilities…
May 8
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Randall McAdory
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Nvidia: Powering AI. Will it also Dominate Autonomous Driving?
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Tesla: From Disruptor to Just Another Automaker?
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…
May 6
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Randall McAdory
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Tesla: From Disruptor to Just Another Automaker?
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April 2024
Tesla Might Need to Rethink Its Lack of Automotive Dealers
Tesla famously does not use franchised dealers to sell its vehicles to retail consumers. This direct sales model offers advantages such as a streamlined…
Apr 23
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Randall McAdory
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Tesla Might Need to Rethink Its Lack of Automotive Dealers
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Tesla at a Tipping Point
Originally published on the LinkedIn TaaSMaster Newsletter site.
Apr 20
•
Randall McAdory
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Tesla at a Tipping Point
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