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Nov 3, 2025

Incumbent Auto OEMs: Gigacasting Gaps, Legacy-Line Constraints & Cultural Bottlenecks

Former Project Specialist at ŠKODA
Partner Interview
BYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenBYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenProcess PowerBrand EquityConsumer Discretionary
Jan 13, 2025

Auto Glass & ADAS Suppliers: Switching Cost, ASIL Classification & Self-Calibration Challenges

Former Engineer at Honda
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IP Interview
Mobileye GlobalILMid CapRivian AutomotiveTeslaFuyao GroupPilkington (NSG Group)BYDGlass AmericaBelronD'Ieteren GroupContinentalBoschDENSOSaint-GobainSafeliteProcess PowerBrand EquityMission Critical Products & ServicesConsumer DiscretionaryIndustrials
Dec 17, 2024

Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks

Former Senior Executive at AsTech
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IP Interview
BelronBEMid CapLucidCaliber CollisionTeslaRivian AutomotiveD'Ieteren GroupSafeliteAsTechBoyd Autobody & GlassDriven BrandsProcess PowerBrand EquityConsumer DiscretionaryFinancialsIndustrials
Nov 15, 2024

Tesla: Gigacasting Manufacturing Fundamentals

Former Project Specialist at ŠKODA
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IP Interview
TeslaUSMega CapNIORivian AutomotiveBYDStellantisFordProcess PowerBrand EquityConsumer Discretionary
Oct 29, 2024

Belron, Boyd & the Auto Glass Repair Market: Vertical Integration Threat

Former Collision Repair Manager at Tesla
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IP Interview
BelronBEMid CapSafeliteBoyd Autobody & GlassTeslaRivian AutomotiveAsbury Automotive GroupLithia MotorsD'Ieteren GroupProcess PowerBrand EquityConsumer Discretionary
Oct 13, 2024

Tesla: Mechanics of a Body Repair

Tesla-Certified Body Shop Owner
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IP Interview
TeslaUSMega CapBYDRivian AutomotiveLucidProcess PowerBrand EquityConsumer DiscretionaryFinancials
Jun 29, 2024

Safelite & US Auto Glass Repair: Relationships with Insurers

Former Executive VP at Safelite
Partner Interview
The ProgressiveUSLarge CapBerkshire HathawayRivian AutomotiveD'Ieteren GroupBoyd Autobody & GlassCaliber CollisionGerber Collision & GlassDriven BrandsThe AllstateState FarmTeslaBYDScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryIndustrials
Jun 14, 2023

Tesla Energy Business Model

Former Sr. Project Development Manager - Megapack, Solar and Microgrids - Tesla
Partner Interview
TeslaUSMega CapPG&EGreentech RenewablesBayWaGreen Mountain PowerContemporary Amperex TechnologySpanLGGeneracSonnenFranklinWHEnphase EnergySouthern California Gas Company PFD SER A 6%Rivian AutomotiveStemElectrify AmericaSamsung ElectronicsFluence EnergyProcess PowerBrand EquityUtilitiesIndustrialsMaterialsConsumer DiscretionaryFinancialsInformation TechnologyEnergy
Jun 12, 2023

Tesla: Megapack, Solar and Microgrids

Former Sr. Project Development Manager - Megapack, Solar and Microgrids - Tesla
Partner Interview
TeslaUSMega CapRivian AutomotiveDynapowerPrinceton Power SystemsSiemensSchneider ElectricContemporary Amperex TechnologyPanasonicFordCHAdeMOElectrify AmericaVolkswagenEVgoChargePointEnphase EnergySonnenFranklinWHProcess PowerBrand EquityConsumer DiscretionaryIndustrialsInformation TechnologyUtilitiesFinancials
May 5, 2023

Tesla: Manufacturing Process Advantage

Former Manufacturing Manager, Model Y, Tesla
Partner Interview
TeslaUSMega CapRivian AutomotiveVolkswagenToyotaStellantisNIOBYDLucidProcess PowerBrand EquityConsumer DiscretionaryFinancials

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