Archive - Auto Insights

Comparing Rivian and Lucid

Diving into the two leading U.S. startup OEMs

Sep 12, 2022 •

August 2022

Auto News Update Announcement

Discontinuing Auto News Update for now

Aug 28, 2022 •

Auto News Analysis #6

Analyzing developments at Xpeng, Dodge, Tesla, and BMW

Aug 21, 2022 •

Auto News Analysis #5

Analyzing developments at Rivian, CATL, Tesla, Baidu, and the California EV market

Aug 14, 2022 •

Do legacy OEMs really want to sell EVs?

Digging into the history and motives behind the EV transition

Aug 10, 2022 •

Auto News Analysis #4

Analyzing developments on Hertz's EV fleet, Lucid, Ford, BMW, Toyota, and Nikola

Aug 7, 2022 •

July 2022

Auto News Analysis #3

Updates on the EV tax credit, VW, Cruise, and Tesla

Jul 31, 2022 •

Auto News Analysis #2

News on VW, Rivian, Ford, Tesla, and more

Jul 24, 2022 •

Analyzing Tesla's demand

How does consumer demand look as we enter a potential recession?

Jul 17, 2022 •

Auto News Analysis #1

Updates on VW, Panasonic, Tesla, BMW, Rivian, and Polestar

Jul 15, 2022 •

Understanding Tesla's operating leverage

How Tesla quickly became the highest margin auto OEM and is likely to grow this lead

Jul 10, 2022 •

Intro: Why the auto industry presents significant investment opportunity

Why am I starting this newsletter?

Jul 10, 2022 •

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