The Dashboard and Autonomy

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

There is the electric there is the kind of integration, which we've just ind of bn ben kind of musing about. And then there is the autonomous part. So how do you so one last thing we have to talk about those the really the big one. For instance, the sense of supper eating transportation is, you know, the very long term vision of, likewer autonomy fits into all 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?