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Uber & Waymo: AV Fleet Platform Integration & Partner Economics
Jul 29, 2026
Partner Interview
Uber•US•Large CapWaymoGoogleTeslaNetwork EffectsProcess PowerBrand EquityMarketplaces & PlatformsPhysical Infra & NetworksIndustrialsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 29, 2026
NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets
Mar 11, 2026
Partner Interview
NIO•CN•Large CapTeslaStellantisVolkswagenBYDProcess PowerBrand EquityConsumer DiscretionaryMar 11, 2026
Li Auto, Xpeng, NIO & Chinese Auto ADAS Development
Feb 12, 2026
Partner Interview
Li Auto•CN•Large CapTeslaBYDStellantisVolkswagenProcess PowerBrand EquityConsumer DiscretionaryFeb 12, 2026
Chinese EVs: Competing in the European Market
Dec 17, 2025
Partner Interview
BYD•CN•Mega CapNIOXPengLi AutoGeely AutomobileVolkswagenBMWStellantisTeslaProcess PowerBrand EquityConsumer DiscretionaryDec 17, 2025
Carvana: Root & Embedded Insurance Moat
Dec 9, 2025
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 9, 2025
Root Inc: Growth Outside the DTC Channel
Dec 1, 2025
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryDec 1, 2025
Waymo: Autonomous Vehicle Rollout Strategy
Nov 30, 2025
Nov 30, 2025
Geely & Chinese EV Penetration in Europe
Nov 17, 2025
Partner Interview
Geely Automobile•HK•Large CapBYDNIOXPengLi AutoTeslaVolkswagenFordProcess PowerBrand EquityConsumer DiscretionaryNov 17, 2025
Incumbent Auto OEMs: Gigacasting Gaps, Legacy-Line Constraints & Cultural Bottlenecks
Nov 3, 2025
Partner Interview
BYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenProcess PowerBrand EquityConsumer DiscretionaryNov 3, 2025
Root Inc: OEM Partnerships & Vehicle Data
Nov 3, 2025
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryNov 3, 2025
Uber: Waymo GTM & Autonomous Vehicle Economics
Oct 13, 2025
Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryOct 13, 2025
Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships
Oct 12, 2025
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesOct 12, 2025
Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance
Aug 21, 2025
Partner Interview
Tesla•US•Mega CapThe ProgressiveBerkshire HathawayScale EconomiesProcess PowerBrand EquityInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryAug 21, 2025
Google: Waymo & Vehicle Costs per Mile
May 1, 2025
Partner Interview
GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesConsumer DiscretionaryIndustrialsInformation TechnologyMay 1, 2025
IP Research Resource
IP Research Roundup: O’Reilly & US Auto Parts Retail Market
Apr 23, 2025
IP Research Roundup
OReilly Automotive•US•Large CapAdvance Auto PartsTeslaAutoZoneNAPA Auto PartsCarvanaCarMaxScale EconomiesProcess PowerBrand EquityCounter PositioningB2B MiddlemenVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Apr 23, 2025
Tesla vs Chinese Automakers: ADAS and Autonomous Driving
Apr 20, 2025
Partner Interview
Tesla•US•Mega CapBYDNIOGeneral MotorsFordProcess PowerBrand EquityConsumer DiscretionaryApr 20, 2025
Amazon Robotics & Challenges with Humanoid Robots
Apr 7, 2025
Partner Interview
Amazon•US•Mega CapBossa Nova RoboticsAgility RoboticsBoston DynamicsFanucTeslaFetch Robotics, IncNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsApr 7, 2025
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Mar 3, 2025
Mar 3, 2025
Waymo: Cash Breakeven & Software Portability
Feb 24, 2025
Partner Interview
Google•US•Mega CapTeslaNVIDIAAuroraVelodyne LidarLuminarMobileye GlobalAmazonNetwork EffectsProcess PowerBrand EquitySwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyIndustrialsFeb 24, 2025
Weekly update
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Feb 4, 2025
Fevertree Drinks•GB•Small CapFTAI AviationFarfetchTeslaDriveTimeLyftBridgecrestCarvanaAmazonMolson Coors BeverageNVIDIACettireKering
Feb 4, 2025
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