When Geopolitical Instability Rewrites India's Automotive Economics
Here's what almost everyone gets wrong about India's electric vehicle shift.
They think it's about saving the planet.
It isn't.
Look at the headlines. Climate
What Tesla's Dual Recall Reveals About Automotive Execution Architecture
Tesla announced two recalls this week affecting nearly 219,000 vehicles. The first involves 173 Cybertrucks with optional 18-inch steel wheels, where cracked brake-rotor stud holes could allow wheel studs to
The Industry Will Measure What Happened After Production Started—I'm Watching What Happened Three Years Before
The Tesla Semi entered volume production in April 2026. Seven years after its unveiling.
Every analyst focused on the same downstream metrics: line speed, unit economics, market penetration. Those numbers matter. But they
The Undercurrent That Breaks Automotive Programmes
A few days ago, I wrote that automotive doesn’t have an innovation problem.
That usually gets a nod.
Sometimes even agreement.
But it also leaves an obvious question hanging.
If innovation isn’
The Auto Industry’s Biggest Problem in 2026 Isn’t Strategy. It’s Execution.
Three forces have quietly converged in the auto industry, and together they’re breaking how OEMs, Tier 1s and Tier 2s run programmes.
First, regulators are tightening real world emissions, durability and software