Dell is like a very specialized version of pedox. They buy the parts and kind of put them together on the way to getting them to you. The pc industry actually had this exact reason that theyre, none of the pc makers, other than apple, are successful phone makers because they were exactly like detroit. And if you look at the head count of those companies, like the number of mechanical neers relative to the number of supply chain managers, procurement people and, you know, c a people, it's sort of out of wax compared to what you would see at apple.
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?