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Tesla’s Hope Premium—and Why the Bet Looks Different Now
How Tesla moved from EV execution to a much bigger—and riskier—set of bets
Jan 11
•
Randall McAdory
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Killing a Cash Cow vs. Making It Obsolete
Why refusing to kill a cash cow may be the most disciplined decision of the EV era
Jan 5
•
Randall McAdory
Rethinking the Race With China on EVs
Why Matching China’s EV Strategy Isn’t a Strategy at All
Dec 12, 2025
•
Randall McAdory
A CRM Mystery: When Automakers Know Everything Except Their Customers
A CRM Mystery: When Automakers Know Everything Except Their Customers
Dec 2, 2025
•
Randall McAdory
Why Toyota Keeps Winning While Others Pivot
Toyota’s quiet discipline is defines what real innovation looks like - and it’s a lesson for every automaker chasing the EV future.
Nov 10, 2025
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Randall McAdory
Detroit’s Split Screen: Ford’s Skunkworks vs. GM’s Shared DNA
Detroit’s Split Screen: Ford’s Skunkworks vs. GM’s Shared DNA
Nov 3, 2025
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Randall McAdory
Profit Over Purity: The Market’s New Automotive Formula
What GM’s pivot reveals about profitability, patience, and the next auto era.
Oct 27, 2025
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Randall McAdory
2
The Market’s Faith in Musk. Tesla’s Vision Only Bet Is No Slam Dunk.
Full Self-Driving is priced into Tesla’s future. The path to get there? That’s the real debate.
Oct 7, 2025
•
Randall McAdory
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TaaSMaster
The automotive industry is undergoing massive disruption, and not everyone will survive. TaaSMaster cuts through the noise, giving you sharp, critical insights into who’s winning, who’s losing, and what it means for the future.
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