It's an interesting locust for disruption, because it's a lot easier to argue that this is difficult for car companies to adjust to than it is for electric per se am. And you see that manifest in things like, you know, the test te sopho up date. In some extent, tester's ability to add new capabilities or features to the car, cond of overthe never mind autolomy,. which we may come ma e e cim to later.
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?