Autonomous Driving: Some Thoughts as a Consumer
GM recently announced that it will add 130 self driving Bolt EV's to its existing fleet of 50 self driving vehicles at its Orion assembly plant in...
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Actually - China SAAR YTD Looks Stronger than It Did in Jan-May 2016
Preliminary sales figures released by CAAM suggest that industry demand is up by 0.6% MoM and up by 0.2% YoY. Jan-May figures based on the...
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May US SAAR Weakens on Lower Fleet Mix - Industry Mix Most Favors D3 and Least Favors Korean OEMs
May U.S. SAAR came in at 16.7m units, down from 16.8m units in April and 17.1m units in May, 2016. According to D3 discussions of monthly sales,...
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Global Autos - Diesel Emission Scandal Update
Last week, the US Justice Department filed a suit against Fiat Chrysler (FCAU US), accusing the automaker of using illegal software for diesel...
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Valuations Without Frontiers: Waymo and Echoes of 2000 (Lessons from KS Li)
Sometimes we need to stop and ask if an argument or discussion makes sense. …If a valuation makes sense. Morgan Stanley is now saying that Alphabet...
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