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
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’
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
Three years ago, the future of automotive looked predictable.
Electrification by mandate. Carbon targets locked in. Supply chains regionalising in a controlled way. There was a sense of direction and more importantly, a
Automotive is not short of ambition.
It is short of protected outcomes.
Electrification programmes running into the tens of billions. Software-defined vehicles reshaping how cars are conceived and built. Supply chains being
