Tesla · Automotive Execution
Tesla Model Y Sales and Market Share Are Surging
Tesla still leads the EV market in the U.S. and brand loyalty seems to have recovered, but Tesla’s car business is increasingly reliant on Model Y
Evidence
Tesla · Automotive Execution
Tesla Launches Long Wheelbase Model Y in U.S.
Tesla fills the three-row seating gap—but not the flagship role—left by the Model X with a long wheelbase model it’s been selling in China and other markets
BMW · Neue Klasse Bet
BMW's New iX3 Wins an Important Range Test
The first independent real-world testing result for Neue Klasse provides credible evidence of frontier-level EV competitiveness—at least in favorable summer conditions
Tesla · Trust and Customer Contract
Tesla Concedes Older Cars Can’t Run Promised Autonomous Driving
Earlier failed or delayed promises haven’t hurt Tesla—this miss involves hardware, making it worth watching
Mercedes-Benz · Luxury Economics and Portfolio Discipline
2027 Mercedes GLE Gets a Refresh, Not a Redesign
The substantial refresh should keep the GLE competitive, but it's an early tell in the larger question of whether Mercedes competes directly on product or increasingly leans on its luxury positioning
BMW · Halos and Positioning
BMW Introduces the New Alpina Logo
BMW's acquired Alpina brand gets a logo and early indications of its role