- November 27, 2024
Safelite, Lithia & US Auto Body Shops: In-Housing Glass Repair
Former General Manager at Lithia & DrivewayLithia Motors IncPenske Automotive Group IncBelronD'Ieteren Group SASafeliteTesla IncAsTechService King Collision RepairDriven Brands Holdings IncCaliber CollisionBoyd Autobody & GlassCarShieldEnduranceProcess PowerBrand EquityConsumer DiscretionaryIndustrialsIP Interview
- November 26, 2024
Tesla Repair: Part Sales and Right to Repair
Former Regional Network Manager at TeslaTesla IncBYD Company LimitedStellantis N.V.Ford Motor CompanyGerber Collision & GlassCaliber CollisionBoyd Group Services IncProcess PowerBrand EquityConsumer DiscretionaryIndustrialsIP Interview - November 15, 2024
Tesla: Gigacasting Manufacturing Fundamentals
Former Project Specialist at ŠKODATesla IncRivianNIO IncBYD Company LimitedStellantis N.V.Ford Motor CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - November 6, 2024
Lithia, Penske & US Franchised Car Dealers: ICE and EV Servicing
Former General Manager at Lithia & DrivewayTesla IncPenske Automotive Group IncAsbury Automotive Group IncLithia Motors IncCCC Intelligent Solutions Holdings IncSolera HoldingsService King Collision RepairGerber Collision & GlassCaliber CollisionProcess PowerBrand EquitySwitching CostsNetwork EffectsB2B SoftwareConsumer DiscretionaryInformation TechnologyIP Interview - October 29, 2024
Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat
Former Collision Repair Manager at TeslaBelronSafeliteBoyd Autobody & GlassTesla IncRivian Automotive IncAsbury Automotive Group IncLithia Motors IncD'Ieteren Group SAProcess PowerBrand EquityConsumer DiscretionaryIP Interview - October 16, 2024
Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning
Former Senior Director at WaymoTesla IncGoogleApple IncNVIDIA CorporationBaidu IncGeneral Motors CompanyAmazon.com IncProcess PowerBrand EquityNetwork EffectsSwitching CostsScale EconomiesMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesIP Interview - October 13, 2024
Tesla: Mechanics of a Body Repair
Tesla-Certified Body Shop OwnerTesla IncBYD Company LimitedRivian Automotive IncLucid MotorsProcess PowerBrand EquityConsumer DiscretionaryIP Interview - September 21, 2024
Tesla: Culture & Manufacturing-Repair Feedback Loop
Former Fixed Operations Manager at TeslaBoyd Autobody & GlassTesla IncCaliber CollisionService King Collision RepairCARSTARGerber Collision & GlassProcess PowerBrand EquityConsumer DiscretionaryIP Interview - September 16, 2024
Tesla Repair Network & Vertical Integration
Former Collision Repair Manager at TeslaTesla IncMonro IncService King Collision RepairCaliber CollisionGerber Collision & GlassToyota Motor CorporationAsbury Automotive Group IncLithia Motors IncBoyd Autobody & GlassProcess PowerBrand EquityConsumer DiscretionaryIP Interview - August 29, 2024
Tesla vs Toyota: EV vs ICE Repair Process
Former Collision Repair Manager at TeslaTesla IncMonro IncService King Collision RepairCaliber CollisionGerber Collision & GlassToyota Motor CorporationAsbury Automotive Group IncLithia Motors IncBoyd Autobody & GlassProcess PowerBrand EquityConsumer DiscretionaryIP Interview - July 22, 2024
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
Auto Parts Manufacturing, Distribution, and Installation ExpertTesla IncFirst Brands Group, LLCAdvance Auto Parts IncNAPA Auto PartsO’Reilly Automotive IncAutoZone IncProcess PowerBrand EquityScale EconomiesB2B MiddlemenConsumer DiscretionaryIP Interview - July 14, 2024
US Auto Collision & Repair: An Insurer's Perspective
Former Senior Vice President at GEICOGEICOBelronCaliber CollisionGerber Collision & GlassService King Collision RepairState FarmThe Progressive CorporationTesla IncScale EconomiesProcess PowerBrand EquityInsurers & FinancialsFinancialsConsumer DiscretionaryIP Interview - July 7, 2024
Lithia Motors: Servicing Economics
Former GM at LithiaLithia Motors IncAsbury Automotive Group IncPenske Automotive Group IncAutoNation IncSonic Automotive IncTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - July 2, 2024
Tesla vs Toyota: Servicing & Repair
Former Collision Repair Manager at TeslaTesla IncToyota Motor CorporationAsbury Automotive Group IncLithia Motors IncBYD Company LimitedService King Collision RepairMonro IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview - June 29, 2024
Safelite & US Auto Glass Repair: Relationships with Insurers
Former Executive VP at SafelitePartner InterviewD'Ieteren Group SABoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven Brands Holdings IncThe Progressive CorporationGEICOThe Allstate CorporationState FarmTesla IncRivianBYD Company LimitedScale EconomiesProcess PowerBrand EquityInsurers & FinancialsConsumer DiscretionaryIndustrialsFinancials - June 24, 2024
Tesla: Servicing & Auto Parts Operations
Former Senior Manager of Parts Operations at TeslaTesla IncVolkswagen AGAudi AGLithia Motors IncAsbury Automotive Group IncService King Collision RepairGerber Collision & GlassCaliber CollisionLKQ CorporationBoyd Autobody & GlassAutoZone IncAdvance Auto Parts IncO’Reilly Automotive IncMercedes-Benz Group AGToyota Motor CorporationBYD Company LimitedProcess PowerBrand EquityScale EconomiesB2B MiddlemenConsumer DiscretionaryIP Interview - June 4, 2024
Tesla Auto Insurance, Claims, & Repair Costs
Former VP, Insurance at TeslaTesla IncThe Progressive CorporationBerkshire Hathaway IncCCC Intelligent Solutions Holdings IncO’Reilly Automotive IncBoyd CorpProcess PowerBrand EquityScale EconomiesSwitching CostsNetwork EffectsInsurers & FinancialsSerial AcquirerB2B SoftwareB2B MiddlemenConsumer DiscretionaryFinancialsInformation TechnologyIP Interview - April 22, 2024
Inchcape: Distribution for Chinese OEMs
Former Head of Mazda Operations at Sime Darby Motors ThailandPartner InterviewInchcape plcSime DarbyBYD Company LimitedGreat Wall Motor Company LimitedStellantis N.V.Tesla IncChangan AutomobileProcess PowerBrand EquityB2B MiddlemenConsumer Discretionary - June 14, 2023
Tesla Energy Business Model
Former Sr. Project Development Manager - Megapack, Solar and Microgrids - TeslaPartner InterviewTesla IncGreentech RenewablesBayWa AktiengesellschaftPacific Gas and Electric CompanyGreen Mountain PowerSouthern California Gas CompanyContemporary Amperex Technology Co LimitedSpanLGGenerac Holdings IncSonnen GmbHFranklinWHEnphase Energy IncSamsung Electronics Co LtdFluence Energy IncStem IncElectrify AmericaRivianProcess PowerBrand EquityConsumer DiscretionaryIndustrialsInformation Technology - June 12, 2023
Tesla: Megapack, Solar and Microgrids
Former Sr. Project Development Manager - Megapack, Solar and Microgrids - TeslaPartner InterviewTesla IncDynapower Company, LLCPrinceton Power SystemsSiemens AGSchneider Electric S.E.Contemporary Amperex Technology Co LimitedPanasonic Holdings CorporationFord Motor CompanyRivianCHAdeMOElectrify AmericaVolkswagen AGEVgo IncChargePoint Holdings IncEnphase Energy IncSonnen GmbHFranklinWHProcess PowerBrand EquityConsumer DiscretionaryIndustrialsInformation Technology - May 29, 2023
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Former Parts Advisor at TeslaPartner InterviewTesla IncCruiseDiDiWaymoArgo AIMobileyeVelodyne Lidar IncHesai TechnologyZooxWovenApple IncProcess PowerBrand EquitySwitching CostsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology - May 9, 2023
Tesla: Artificial Intelligence in Autonomous Driving
Former President, Level 5 at Lyft and Woven Planet (Toyota)Partner InterviewTesla IncAmazon.com IncLyft IncAlphabet IncGeneral Motors CompanyAuroraUber Technologies IncMotionalGetaroundWayveFord Motor CompanyArgo AIProcess PowerBrand EquityNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryIndustrialsCommunication Services - May 5, 2023
Tesla: Manufacturing Process Advantage
Former Manufacturing Manager, Model Y, TeslaPartner InterviewRivianVolkswagen AGToyota Motor CorporationStellantis N.V.Tesla IncNIO IncBYD Company LimitedLucid MotorsProcess PowerBrand EquityConsumer Discretionary - April 7, 2023
Tesla, Elon Musk, & the Manufacturing Engineering Culture
Former Manufacturing Manager, Model Y, TeslaPartner InterviewTesla IncProcess PowerBrand EquityConsumer Discretionary - April 3, 2023
Tesla Energy, SolarCity Acquisition, Strategy & Integration
Former Lead Engineer at Tesla and Solar CityPartner InterviewTesla IncProcess PowerBrand EquityConsumer Discretionary - March 30, 2023
Tesla Global Procurement and Supplies
Former Global Supply Manager at TeslaPartner InterviewTesla IncProcess PowerBrand EquityConsumer Discretionary - March 20, 2023
Tesla Battery Manufacturing & Energy Storage
Former Lead Engineer at Tesla and Solar CityPartner InterviewTesla IncLG Chem Power IncProcess PowerBrand EquityConsumer Discretionary - August 28, 2020
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Current EVP, Autonomous Driving at Lyft and Former VP Street View at GoogleLyft IncGoogleUber Technologies IncTesla IncNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsIndustrialsConsumer DiscretionaryIP Interview - July 28, 2020
Tesla: Service, Support & Operations Network
Former Senior Director of Service, Support & Operations EMEA at TeslaTesla IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview - April 20, 2020
COVID-19 Impact on China: March Update
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - April 20, 2020
COVID-19 - China Auto Parts Procurement
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - April 20, 2020
Tesla Brand Positioning in China
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationGeneral Motors CompanyTesla IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview - April 20, 2020
Auto Procurement Lessons from COVID
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - April 20, 2020
China Auto Parts Procurement COVID Disruption
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - April 16, 2020
COVID-19: China Auto Manufacturing Update
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - March 28, 2020
Coronavirus: Auto Supply Chain Impact
Current General Manager, Procurement and Supply Chain, SAIC General Motors CorporationTesla IncGeneral Motors CompanyProcess PowerBrand EquityConsumer DiscretionaryIP Interview - December 30, 2019
Tesla: Manufacturing Innovation
Former VP Daimler and Executive Board Member at TeslaMercedes-Benz Group AGTesla IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview - December 29, 2019
Structural Changes in Auto Value Chain
Former CEO, LG Chem PowerLG Chem Power IncContinental AGMercedes-Benz Group AGDelphi TechnologiesFaureciaJaguar Land RoverTesla IncVolkswagen AGProcess PowerBrand EquityConsumer DiscretionaryIP Interview - December 29, 2019
EV Competitive Landscape
Former CEO, LG Chem PowerTesla IncVolkswagen AGProcess PowerBrand EquityConsumer DiscretionaryIP Interview - December 28, 2019
Tesla Battery Unit Costs versus Competitors
Former CEO, LG Chem PowerLG Chem Power IncTesla IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview - December 28, 2019
Tesla EV Battery Innovation and Strategy
Former CEO, LG Chem PowerLG Chem Power IncTesla IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview - October 28, 2019
Tesla's Culture and Manufacturing Challenges
Former VP Daimler and Executive Board Member at TeslaTesla IncProcess PowerBrand EquityConsumer DiscretionaryIP Interview