The Disruption of the Supply Chain

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When you use arm chips, the graphic card is like right next to the cpu. You can't buy an arm chip from one vender and a graphic chip from another and mix and match them. Most of the people who traditionally make pcs weren't interested in making it because they didn't know what their job would be if they weren't optimizing that particular thing. There's a whole kind of interesting question around what electric does to the cor industry,. which is thatif you u know you can have, a 15 thousand dollar car that does nort 60 in three seconds? And so all f the question. Of course, the poor stiel dro electric porch will drive an awful lot

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?