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Tesla and the Nature of Disruption
a16z Podcast
Is There a Disruption Story?
The expertse at existing car companies is in acquiring those technologies, building them out and negotiating the contracts. On the other hand, if you're a german company that makes gear boxes for the cor industry, you're not going to be able to switch to making this emontof batteries. And so your gear box business is either going to disappear, or you're going to shift a marine engineif you're a vaudo supply store on the corner. These cars don't need parts any more. That's the secular shift, ax actly.
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