Blackberry was the first to integrate technology and pull it all together. But if you go into a store to day, there are a thousand phones with capacity of multitype screens. The entire electronic industry that already does electric stuff will reorient around making components for electric cars. And so as you look at electric it seems pretty clear to me that on a like five or ten year view, Cars ar on a five to ten year replacement cycle.
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?