Quote of the day
“The winner ain’t the one with the fastest car, it’s the one who refuses to lose” -Dale Earnhardt
News
- Everyone is talking about the $1.77 trillion SpaceX IPOBut the more interesting story might be what it means for Tesla. Most people see two separate companies. I see a capital allocation story unfolding…
- We want to be the world’s #1 automaker by scale within five yearsBYD’s Wang said in the 2025 shareholders meeting. Interesting. But the target itself isn’t the story. The engineering stack behind it is. Most people see…
- Toyota just made a move that most companies struggle to makeThey walked away from a massive investment. Toyota has reportedly halted development of the Lexus LF-ZC, its flagship next-generation EV sedan. This wasn’t an ordinary…
Review
- I spotted two completely different visions of the automobile sitting in trafficOn the front: a software-defined EV packed with sensors, processors, and code. On the back: a lightweight mechanical machine that looked straight out of the…
- The problem with vertical integration isn’t the model. It’s the “Why.”For decades, giants like China’s FAW and Dongfeng used it to survive. Today, BYD uses it to dominate. Here is the breakdown of why one…
- Why do legacy automakers lose billions pivoting products… while EV newcomers scale into profit?It’s not a talent problem. It’s an architecture problem. Legacy OEMs were built for stability.New EV players were built for speed. That difference changes everything….