Analyses
Analysis, not recap
My own analysis of the global auto industry. Not the twentieth summary of someone else's study, but the reasoned position: what the numbers actually mean. By Philipp Raasch, independent analyst.
Every analysis has a thesis, argues it with data and links into the rankings it draws from. Video and podcast are the depth, the core is always written.
Volkswagen Is Fighting the Wrong Crisis
Plants closing, jobs cut, bonuses slashed. The group is cutting costs. But cost is not the problem. The problem is software and China, and you cannot cut your way out of either.
All analyses
Anyone can aggregate numbers. The difference is the opinion you dare to form on them, reasoned, with a name beneath it, even when it is uncomfortable. That is what stands here, and nowhere else on this page.
What belongs here, and what does not
Analyses are my own, primary assessments of the auto industry. Unlike the studies database (in German), which curates and contextualizes third-party research, here the thesis is the starting point, backed by the data from the Insights rankings, not by pointing to an outside source. Every analysis is anchored to a topic and stays valid, it is not a news feed and not a newsletter archive (that lives at autopreneur.de/archive).
Where a video or podcast episode on the topic exists, it is embedded, as depth, never as a replacement for the text. Terms are explained in the glossary. Opinion is marked as opinion, figures come with source and date and are not investment advice.
Questions about the analyses
How do analyses and studies differ?
Studies are curated, third-party research, each boiled down to its key figure. Analyses are my own, primary positions: a thesis, argued with data and linked into the rankings.
Are these the newsletter issues in new packaging?
No. The newsletter is weekly and chronological, its archive lives at autopreneur.de/archive. Analyses are evergreen, ordered by topic and linked into the Insights data.
What do video and podcast add when the core is text?
The text carries the analysis and is quotable, searchable and linked into the data. Video and podcast are embedded depth, not a mere list of links.
The analysis behind the numbers.
What is really happening in the automotive industry. Every Sunday, in 5 minutes.
The German Autopreneur, by Philipp Raasch, 10 years at Mercedes-Benz.
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