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Automotive Is No Longer Global And That Changes Everything

08 Apr 2026 4 min read Newsletter
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 Doesn't Have an Innovation Problem. It Has an Execution Problem.

08 Apr 2026 5 min read Newsletter
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
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