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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 AutomotiveVolkswagenBrand EquityProcess PowerConsumer 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-GobainSafeliteBrand EquityProcess PowerConsumer 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 BrandsBrand EquityProcess PowerConsumer DiscretionaryFinancialsIndustrials
Nov 15, 2024

Tesla: Gigacasting Manufacturing Fundamentals

Former Project Specialist at ŠKODA
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IP Interview
TeslaUSMega CapNIORivian AutomotiveBYDStellantisFordBrand EquityProcess PowerConsumer 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 GroupBrand EquityProcess PowerConsumer Discretionary
Oct 13, 2024

Tesla: Mechanics of a Body Repair

Tesla-Certified Body Shop Owner
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IP Interview
TeslaUSMega CapBYDRivian AutomotiveLucidBrand EquityProcess PowerConsumer 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 EconomiesBrand EquityProcess PowerInsurers & 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 EnergyBrand EquityProcess PowerUtilitiesIndustrialsMaterialsConsumer 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 EnergySonnenFranklinWHBrand EquityProcess PowerConsumer DiscretionaryIndustrialsInformation TechnologyUtilitiesFinancials
May 5, 2023

Tesla: Manufacturing Process Advantage

Former Manufacturing Manager, Model Y, Tesla
Partner Interview
TeslaUSMega CapRivian AutomotiveVolkswagenToyotaStellantisNIOBYDLucidBrand EquityProcess PowerConsumer DiscretionaryFinancials

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