Mike allen
Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 125 | Founded | 9 months ago | Last Issue | 3 days ago |
| Active | |||||
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mikeallen462220.substack.comLatest Issues
Are We Judging Used EVs by the Wrong Rules?
For anyone who has spent time around the used-car market, 100,000 miles carries a certain psychological weight.
It prompts questions about what might go wrong next, how expensive repairs could become, and how easy the vehicle will be to se...
NVIDIA’s Automotive Ambition Is Much Bigger Than the Chip
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A fascinating ecosystem map appeared in my LinkedIn feed over the weekend.
Created by Augustin Friedel, it identifies around...
Weekend Musings: The Inflation Problem Has Changed Address
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For much of the past two years, the economic debate has been dominated by one question: when will interest rates come down?
Inflation was falling, supply chains had normalised and the extraordinary di...
AI Spending Is Rising. Who Is Measuring the Return?
Two numbers in EY’s latest CEO Outlook Survey stood out to me.
Around 80% of CEOs reported plans to increase AI investment in 2026 compared with 2025.
Yet only 11% said AI’s impact was linked to financial reporting and reviewed regularly...
Is the UK Economy Finally Starting to Buckle?
The housing market has remained remarkably resilient. But with mortgage rates rising again and the labour market weakening, one of Britain’s most important economic bellwethers is beginning to flash amber.
The UK housing market has always...
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Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
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