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The Demise of Tesla's Flagships

Tesla announced they will end production of their Model S and Model X vehicles. The factory lines in Fremont specializing in these cars are to be repurposed for Tesla's forthcoming Optimus robot, though...

Lucid Motors, the Tesla of a Decade Past

Before AI dominated the headlines and capital investments, electric vehicles and autonomous driving were poised to be the defining technologies of the 2020s. It's been a fascinating industry to follow: first Tesla and...

The Slope of EV Enlightenment

The federal credit for EVs expired at the end of September. Paradoxically, this deadline caused a spike in EV sales—well, for everyone except Tesla, which is still reeling from Elon's antics earlier...

Review: Apple in China

The student has become the master. That was what I was thinking as I was about two-thirds of the way through Apple in China, a book highly recommended by the author of Stratechery as possibly...