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Comparing Rivian and Lucid
Diving into the two leading U.S. startup OEMs
Sep 12, 2022
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Comparing Rivian and Lucid
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August 2022
Auto News Update Announcement
Discontinuing Auto News Update for now
Aug 28, 2022
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Auto News Update Announcement
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Auto News Analysis #6
Analyzing developments at Xpeng, Dodge, Tesla, and BMW
Aug 21, 2022
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Auto News Analysis #6
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Auto News Analysis #5
Analyzing developments at Rivian, CATL, Tesla, Baidu, and the California EV market
Aug 14, 2022
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Auto News Analysis #5
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Do legacy OEMs really want to sell EVs?
Digging into the history and motives behind the EV transition
Aug 10, 2022
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Do legacy OEMs really want to sell EVs?
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Auto News Analysis #4
Analyzing developments on Hertz's EV fleet, Lucid, Ford, BMW, Toyota, and Nikola
Aug 7, 2022
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Auto News Analysis #4
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July 2022
Auto News Analysis #3
Updates on the EV tax credit, VW, Cruise, and Tesla
Jul 31, 2022
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Auto News Analysis #3
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Auto News Analysis #2
News on VW, Rivian, Ford, Tesla, and more
Jul 24, 2022
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Auto News Analysis #2
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Analyzing Tesla's demand
How does consumer demand look as we enter a potential recession?
Jul 17, 2022
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Analyzing Tesla's demand
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Auto News Analysis #1
Updates on VW, Panasonic, Tesla, BMW, Rivian, and Polestar
Jul 15, 2022
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Auto News Analysis #1
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Understanding Tesla's operating leverage
How Tesla quickly became the highest margin auto OEM and is likely to grow this lead
Jul 10, 2022
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Understanding Tesla's operating leverage
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Intro: Why the auto industry presents significant investment opportunity
Why am I starting this newsletter?
Jul 10, 2022
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21
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Intro: Why the auto industry presents significant investment opportunity
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