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Amazon Autos & Costco's Auto Program

Partner Interview
Costco Wholesale•US•Mega CapCarvanaGeneral MotorsAmazonLithia MotorsAsbury Automotive GroupScale EconomiesVertically Integrated Retailer
Nov 27, 2025

Google: Waymo & Vehicle Costs per Mile

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GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsPhysical Infra & Networks
May 1, 2025

Tesla vs Chinese Automakers: ADAS and Autonomous Driving

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Tesla•US•Mega CapBYDNIOGeneral MotorsFord
Apr 20, 2025

Tesla vs Waymo: Autonomous Driving & Long Tail Data

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Tesla•US•Mega CapGoogleMobileye GlobalAmazonLyftGeneral MotorsNVIDIAAuroraFordMetaVelodyne LidarLuminarNetwork EffectsMarketplaces & Platforms
Feb 3, 2025
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Company Profile

Tesla's Vertically Integrated Repair Network

IP Company Learning Journey
IP ResearchTesla•US•Mega CapBoyd ServicesBYDGerber Collision & GlassStellantisLithia MotorsPenske Automotive GroupGeneral Motors
Nov 27, 2024

Waymo vs Tesla: Perception, Behavior, & End-to-End Machine Learning

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Google•US•Mega CapTeslaAppleNVIDIABaiduGeneral MotorsAmazonSwitching CostsMarketplaces & Platforms
Oct 16, 2024
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Weekly update

Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring

Topicus•NL•Mid CapRoperMarkelAutoNationGeneral MotorsLindeTeslaProcess PowerSerial Acquirer
Jul 10, 2024

Lithia Motors: Servicing Economics

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Lithia Motors•US•Mid CapAsbury Automotive GroupPenske Automotive GroupAutoNationSonic AutomotiveTeslaGeneral Motors
Jul 7, 2024
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Weekly update

Weekly Update: Tesla vs Cruise, IDEXX, URI / AHT & Herc Rentals, Alpha Group

Tesla•US•Mega CapGeneral MotorsGoogleUnited RentalsAshtead GroupBrand EquitySerial Acquirer
May 31, 2023

Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles

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Tesla•US•Mega CapGoogleMobileye GlobalBioventusGeneral MotorsVelodyne LidarHesai TechnologyDiDi GlobalAppleAmazonLargoBrand EquityMarketplaces & Platforms
May 29, 2023
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Weekly update

Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving

Tesla•US•Mega CapServiceNowLyftToyotaGeneral MotorsFordBrand EquityB2B Software
May 10, 2023

Tesla: Artificial Intelligence in Autonomous Driving

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Tesla•US•Mega CapAmazonLyftGeneral MotorsAuroraUberGoogleMotionalGetaroundWayveFordLargoNetwork EffectsMarketplaces & Platforms
May 9, 2023

Coronavirus: Auto Supply Chain Impact

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General Motors•US•Large CapTesla
Mar 28, 2020

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