Cars Don’t Scale
I wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons ...
Read moreI wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons ...
Read moreI wrote last month about the EV Revolution and there’s a further point I need to make. The car business, as ...
Read moreReporters and analysts have not come to grips with how the Electric Vehicle (EV) revolution is going to go, nor ...
Read moreThe best thing you can do for your health and the planet today is get an electric bike. There are ...
Read moreIf you want a mass market, you don’t just serve the class market. Don’t just build Cadillacs, build Model Ts ...
Read moreIf the cops, the analysts, and the journalists all keep quiet, you can get away with murder in this market.
Read moreThe irony is that this justifies the strategy of Japan’s Toyota
Read moreLighter batteries, storing more energy, will evolve to eliminate the gas engine, but for now hybrid is the way to ...
Read moreBecause the Biden Administration chose not to tell American car makers what to make, we’re about to lose the bulk ...
Read moreThe mid-market of the electric car market will be served, but it won’t be Americans who serve it.
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