The Battle to Build Autonomy

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There wes a whole ecosystem trying to create autonomy. And so within that eco system, tasino is one company i'm trying to build this as well. There's another point in here, which soul have been implicit in several ofthe previous things wev talked about. So there is a whole echo system making gasoline, car engine components, and the supply chain. Part of the reason that apple ran into such difficulty in the eighties and nineties was apple was trying to compete with the entire eco system. They weren't just trying to competing with microsoft but all the people who were selling compondent. The new companies are either inevative companies or theyre participating in this

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?