Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
The electric vehicle recalibration of 2024 to 2026: how the S curve flattened in the West, why China kept going, and where margins, batteries, and policy reset
Global plug in sales hit 17.1 million in 2024 and 22 percent share, but US growth stalled at 1.3 million, Europe contracted, and OEMs from Ford to Volvo wrote down EV programs even as China cleared 11 million units and BYD shipped 4.27 million vehicles.
Electric vehicle adoption did not collapse, it bifurcated. The IEA reports 17.1 million plug in sales in 2024, 22 percent of new car sales globally, with China alone at 11.3 million units and roughly 47 percent domestic share. Europe contracted to about 3.0 million plug ins as ACEA registrations fell, and the United States crawled to 1.3 ...
Robotaxi economics in 2026: Waymo scales, Tesla bets on a 30 thousand dollar Cybercab, and the ride-hailing margin pool starts to crack
Waymo crossed 200 thousand paid rides per week in late 2024 across four metros, GM wound down Cruise in December 2024, Tesla unveiled the Cybercab in October 2024 with a 2026 production target, and the unit economics of US ride-hailing are about to be repriced by fleets that no longer pay drivers.
Robotaxi service is no longer a demo. Waymo One reported more than 200 thousand paid trips per week by Q4 2024 across Phoenix, San Francisco, Los Angeles, and Austin, and disclosed in February 2025 that it had served more than 4 million paid rides in 2024. GM stopped funding Cruise in December 2024 after a 10 billion dollar cumulative spe...