Long-form analysis, sector briefings and methodology notes built on validated data, primary interviews and traceable sources — reviewed by a sector lead before it ships.
China's 31.436 million vehicle headline is not the base for a connected car model. Removing commercial vehicles and exports leaves 22.61 million domestic passenger cars, a 28% smaller number.
Nearly half of car shopping questions don't mention a brand at all. The AI answering them recommends one anyway, 97% of the time. That changes who's competing.
A dealership group with over 400 locations lost money on every single new car sold. That math explains exactly why it's walking away from paid search.
One subsidy disappeared overnight. Electric car sales fell 27%. AI search answers changed almost as quickly, and in a very specific direction.
Most car shoppers are ready to ask an AI assistant for help. Almost none of the dealer websites that assistant would need to read are actually built for it.
One accident in San Francisco grounded over a thousand vehicles. What happened next tells you exactly where the industry decided to put its money instead.
Two automakers just crossed a line no one in China had crossed before. Getting there took more than just good software, it took a specific, verifiable process.
Three companies. Three acquisitions. One shared bet: that the future of car engineering software belongs to whoever owns the whole stack, not just one piece of it.
Two companies, one industry, two wildly different price tags. The gap tells you exactly what investors think the future of car simulation looks like.
A battery pack that's structurally bonded into the car can't just be pried open for repair. The glue itself is now the biggest obstacle to fixing it.
Each vertical maintains its own analyst lead, refresh cadence and methodology spine.