Why Do You Want to Compete With the Whole Eke System?

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Apple used to make one decision for every ponent that made a mack, and that was the only one they could make. They had to pick brand of hard drive right all the firm where it integrated into operating system - then they were done. If industry went a different direction, they would just get left behind, ya. And i think i hear they think about this when i see tessle making their own this, or making their own tatn you think, ok, set aside the fact that you have a majour cashlo problem, and why re you spending money to do this rather than just mind it? Yes, it dont rema, never mind the cate

In this re-run from September 2018, Benedict Evans and Steven Sinofsky talk all about Tesla — and more broadly, the nature of disruption overall. How disruptive is Tesla really, and what exactly are they disrupting — from the dashboard to car makers to vendors to energy source to autonomy overall?

The tech industry is littered with leading innovators... who nonetheless failed to be the dominant leader in the end. So the question should be, is this new thing fundamentally difficult for the incumbent to do, and how does it relate to market dominance? Which of these things are important in order for Tesla to be the new BMW or the new GM? Looking back at other examples historically (Microsoft, GM's Saturn Brand, and of course the iPhone), what kind of disruption matters most for market dominance? And what is the long view of how software is eating transportation?