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Found 1000+ results in 6ms
Mar 11, 2026
NIO: Global Expansion Strategy Across Europe, APAC & Middle East Markets
Partner Interview
NIO•CN•Large CapTeslaStellantisVolkswagenBYDProcess PowerBrand EquityConsumer DiscretionaryFeb 12, 2026
Li Auto, Xpeng, NIO & Chinese Auto ADAS Development
Partner Interview
Li Auto•CN•Large CapTeslaBYDStellantisVolkswagenProcess PowerBrand EquityConsumer DiscretionaryDec 17, 2025
Chinese EVs: Competing in the European Market
Partner Interview
BYD•CN•Mega CapNIOXPengLi AutoGeely AutomobileVolkswagenBMWStellantisTeslaProcess PowerBrand EquityConsumer DiscretionaryDec 9, 2025
Carvana: Root & Embedded Insurance Moat
Partner Interview
Carvana•US•Large CapRootCarMaxThe ProgressiveState FarmThe AllstateTeslaLemonadeCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerLow Cost OperatorsInsurers & FinancialsFinancialsConsumer DiscretionaryDec 1, 2025
Root Inc: Growth Outside the DTC Channel
Partner Interview
Root•US•Small CapCarvanaThe ProgressiveBerkshire HathawayLemonadeTeslaCounter PositioningScale EconomiesProcess PowerBrand EquityVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryNov 30, 2025
Waymo: Autonomous Vehicle Rollout Strategy
Nov 17, 2025
Geely & Chinese EV Penetration in Europe
Partner Interview
Geely Automobile•HK•Large CapBYDNIOXPengLi AutoTeslaFord Motor CompanyVolkswagenProcess PowerBrand EquityConsumer DiscretionaryNov 3, 2025
Incumbent Auto OEMs: Gigacasting Gaps, Legacy-Line Constraints & Cultural Bottlenecks
Partner Interview
BYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenBYDNIOXPengLi AutoTeslaRivian AutomotiveVolkswagenProcess PowerBrand EquityConsumer DiscretionaryNov 3, 2025
Root Inc: OEM Partnerships & Vehicle Data
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesProcess PowerBrand EquityInsurers & FinancialsSerial AcquirerLow Cost OperatorsFinancialsConsumer DiscretionaryOct 13, 2025
Uber: Waymo GTM & Autonomous Vehicle Economics
Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryOct 12, 2025
Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesAug 21, 2025
Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance
Partner Interview
Tesla•US•Mega CapThe ProgressiveBerkshire HathawayScale EconomiesProcess PowerBrand EquityInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryMay 1, 2025
Google: Waymo & Vehicle Costs per Mile
Partner Interview
GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarGoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesConsumer DiscretionaryIndustrialsInformation TechnologyIP Research Resource
Apr 23, 2025
IP Research Roundup: O’Reilly & US Auto Parts Retail Market
IP Research Roundup
OReilly Automotive•US•Large CapAdvance Auto PartsTeslaAutoZoneNAPA Auto PartsCarvanaCarMaxScale EconomiesProcess PowerBrand EquityCounter PositioningB2B MiddlemenVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Apr 20, 2025
Tesla vs Chinese Automakers: ADAS and Autonomous Driving
Partner Interview
Tesla•US•Mega CapBYDNIOGeneral MotorsFordProcess PowerBrand EquityConsumer DiscretionaryApr 7, 2025
Amazon Robotics & Challenges with Humanoid Robots
Partner Interview
Amazon•US•Mega CapBossa Nova RoboticsAgility RoboticsBoston DynamicsFanucTeslaFetch Robotics, IncNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsMar 3, 2025
Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning
Feb 24, 2025
Waymo: Cash Breakeven & Software Portability
Partner Interview
Google•US•Mega CapTeslaNVIDIAAuroraVelodyne LidarLuminarMobileye GlobalAmazonNetwork EffectsProcess PowerBrand EquitySwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyIndustrialsWeekly update
Feb 4, 2025
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
Fevertree Drinks•GB•Small CapFTAI AviationFarfetchTeslaDriveTimeLyftBridgecrestCarvanaAmazonMolson Coors BeverageNVIDIACettireKering
Feb 3, 2025
Tesla vs Waymo: Autonomous Driving & Long Tail Data
Partner Interview
Tesla•US•Mega CapAmazonLyftGeneral MotorsNVIDIAAuroraFordMetaVelodyne LidarGoogleMobileye GlobalLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesShowing 20 of 1000 results