Alice Ventures publishes institutional-grade intelligence at the intersection of automotive markets, emerging mobility, and global capital. As a conflict-free family office, we carry no sell-side obligations. The result is analysis you cannot buy from a bank.
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Why Wall Street's valuation model for the 2026 EV cohort is broken. Tesla's margin inflection was forged inside a macro-monopoly that no longer exists; the survivors are converging on three structural pivots: sovereign capital mooring, B2B software licensing, and architectural pragmatism.
How the automotive supply chain is being bifurcated by AI. Traditional Tier 1 suppliers are cutting 40,000-plus jobs and spinning off legacy divisions while Nvidia, Qualcomm, Mobileye, and Huawei capture the intelligence layer at technology-company economics.
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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