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How legacy volume incentives, dealer economics, and market share targets systematically undermine the profitability restructuring that automotive's software transition demands.
A forensic reading of OEM software R&D disclosures, SEC filing patterns, and the gap between investor narrative and operational reality. How the industry reports software investment and why the numbers don't hold up.
Global OEM landscape and competitive positioning. A disaggregated view of SDV capital allocation, architectural readiness, and the widening gap between SDV-native leaders and legacy laggards.
Cumulative global OEM AI investment crossed $40 billion through 2025. A disaggregation of where it went, what it produced, and which OEMs converted capital into competitive advantage.
A forensic analysis of Stellantis's collapse under Tavares, the Filosa reset, and the strategic case for and against a durable recovery. Includes scenario modelling across three probability-weighted outcomes.
Financial position, strategic options, and scenario analysis for Nissan following the collapse of the Honda merger. Capital runway, OEM partner prospects, and the absence of a credible standalone path forward.
The cost structures, margin dynamics, and investment logic reshaping AI deployment across the global automotive value chain. Where the margin opportunity lies and which players are positioned to capture it.
Component-level supply chain mapping, power shift analysis, and investment scenarios across the autonomous driving ecosystem. Includes structural long/short indicators and base/bull/bear probability modelling.
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