Why Europe doesn’t have a Tesla
When the cost of failure is too high, disruption becomes irrational The core argument is straightforward but uncomfortable. Europe’s problem is not talent, capital, or even ambition… it is optionality. When the cost of failure is measured in 31 to 62 months of salary per employee in major economies, compared to seven in the […]
What does the transition to electric cars actually mean for the automotive industry? ( Part II)
By 2030, electric vehicles (EVs) are projected to account for over 60% of global vehicle sales, necessitating a significant increase in the installation of charging stations within buildings and basically everywhere, as reported by the International Energy Agency. The trend is already here, as can be seen in Figure 1 below: Figure 1: Electric car […]
The Magnificent 7: Navigating the extraordinary growth of titans
Introduction In the modern digital era, where innovation meets capital, a group of titans have risen, asserting their dominance not just in their respective industries but in the global marketplace. 2023 was no ordinary year for the S&P 500, but amidst its constellation of companies, seven stars shone brighter than the rest. Apple, Microsoft, Amazon, […]
What does the transition to electric cars actually mean for the automotive industry?
“How did you go bankrupt?” In two ways. Gradually, then suddenly.” – E. Hemingway If it were an average industry, we might overlook the current changes, but according to the International Organization of Automobile Manufacturers, the auto industry, directly and indirectly, generated 50 million jobs, bringing in a value of more than two trillion […]
Tesla cuts prices
Source: Alex Castro / The Verge Tesla’s cutting pricing smells like panic, not strategy. The company argues that: “At the end of a turbulent year with interruptions to the supply chain, we have achieved a partial normalization of cost inflation, which gives us the confidence to pass this relief onto our customers”, but -20% […]