Car Companies Are Insensible Emotional About Disruption

3min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The way that conventional car you would buy to day is put together, there are dozens and dozens of separate sub systems in there. And so what you have is like an org structure that's set up to deal with these parts as components and not integrate them at all. The only place if they they have a user in to face onause you selom have no use in to face was the dashboard. Sos its oll joke that you can see the orcchard of a car company in the dashboard.

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?