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Nov 17, 2025

Geely & Chinese EV Penetration in Europe

Former Head of Future Mobility at Zeekr, Geely Group
Partner Interview
Geely Automobile•HK•Large CapBYDNIOXPengLi AutoTeslaFord Motor CompanyVolkswagenBrand EquityProcess PowerConsumer Discretionary
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
Nov 3, 2025

Root Inc: OEM Partnerships & Vehicle Data

Former VP, Insurance at Tesla
Partner Interview
Root•US•Small CapBerkshire HathawayThe ProgressiveLemonadeTeslaScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerFinancialsConsumer Discretionary
Oct 13, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Former Program Manager at Waymo
Partner Interview
Uber•US•Large CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer Discretionary
Oct 12, 2025

Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships

Former Director at Waymo
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
Aug 21, 2025

Tesla, Progressive, & Potential Impact of Autonomous Vehicles on Auto Insurance

Former VP, Insurance at Tesla
Partner Interview
Tesla•US•Mega CapThe ProgressiveBerkshire HathawayScale EconomiesBrand EquityProcess PowerInsurers & FinancialsSerial AcquirerFinancialsConsumer Discretionary
May 1, 2025

Google: Waymo & Vehicle Costs per Mile

Former Product Executive at Waymo
Partner Interview
GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarGoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesConsumer DiscretionaryIndustrialsInformation Technology
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IP 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 EconomiesBrand EquityProcess PowerCounter PositioningB2B MiddlemenVertically Integrated RetailerLow Cost OperatorsConsumer Discretionary
Apr 20, 2025

Tesla vs Chinese Automakers: ADAS and Autonomous Driving

EV & ADAS Specialist at BMW
Partner Interview
Tesla•US•Mega CapBYDNIOGeneral MotorsFordBrand EquityProcess PowerConsumer Discretionary
Apr 7, 2025

Amazon Robotics & Challenges with Humanoid Robots

Former Software Executive for Amazon Robotics
Partner Interview
Amazon•US•Mega CapBossa Nova RoboticsAgility RoboticsBoston DynamicsFanucTeslaFetch Robotics, IncScale EconomiesNetwork EffectsSwitching CostsBrand EquityProcess PowerVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrials
Mar 3, 2025

Caliber, Gerber, Service King: Outsourcing US Auto Reconditioning

Former Executive at Xcite Automotive
IP Icon
IP Interview
Caliber CollisionBelronD'Ieteren GroupService KingGerber Collision & GlassTeslaCarvanaCarMaxDriven BrandsPenske Automotive GroupLithia MotorsAutoNationBrand EquityProcess PowerCounter PositioningVertically Integrated RetailerLow Cost OperatorsConsumer DiscretionaryIndustrials
Feb 24, 2025

Waymo: Cash Breakeven & Software Portability

Former Director at Waymo
Partner Interview
Google•US•Mega CapTeslaNVIDIAAuroraVelodyne LidarLuminarMobileye GlobalAmazonNetwork EffectsBrand EquityProcess PowerSwitching CostsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryInformation TechnologyIndustrials
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Weekly 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

Former President, Level 5 at Lyft and Woven Planet (Toyota)
Partner Interview
Tesla•US•Mega CapAmazonLyftGeneral MotorsNVIDIAAuroraFordMetaVelodyne LidarGoogleMobileye GlobalLuminarScale EconomiesNetwork EffectsSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 31, 2025

Tesla: Humanoid Robotics

Former Automotive Director at Fanuc
Partner Interview
Tesla•US•Mega CapKUKAFanucABBKawasaki Heavy IndustriesHillenbrandAmazonScale EconomiesNetwork EffectsSwitching CostsBrand EquityProcess PowerVertically Integrated RetailerPhysical Infra & NetworksIndustrialsConsumer Discretionary
Jan 13, 2025

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

Former Engineer at Honda
IP Icon
IP Interview
Mobileye Global•IL•Large CapRivian AutomotiveTeslaFuyao GroupPilkington (NSG Group)BYDGlass AmericaBelronD'Ieteren GroupContinentalBoschDENSOSaint-GobainSafeliteBrand EquityProcess PowerConsumer DiscretionaryIndustrials
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IP Research Resource
Dec 30, 2024

In Practise 2024: Year In Review

Tesla•US•Mega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaScale EconomiesSwitching CostsCornered ResourceProcess PowerNetwork EffectsBrand EquityMission Critical Products & ServicesPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseB2B MiddlemenSerial AcquirerB2B SoftwareInsurers & FinancialsAuctions & ClassifiedsMaterialsIndustrialsHealth CareConsumer DiscretionaryInformation TechnologyFinancials
Dec 17, 2024

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

Former Senior Executive at AsTech
IP Icon
IP Interview
Belron•BE•Mid CapLucidCaliber CollisionTeslaRivian AutomotiveD'Ieteren GroupSafeliteAsTechBoyd Autobody & GlassDriven BrandsBrand EquityProcess PowerConsumer DiscretionaryFinancialsIndustrials
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Weekly update
Nov 29, 2024

Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply

Tesla•US•Mega CapGoogleCellaVisionWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTargetBerkshire Hathaway
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Company Profile
Nov 27, 2024

Tesla's Vertically Integrated Repair Network

IP Company Learning Journey
IP ResearchTesla•US•Mega CapBoyd ServicesBYDGerber Collision & GlassStellantisLithia MotorsPenske Automotive GroupGeneral MotorsBrand EquityProcess PowerConsumer DiscretionaryIndustrials

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