Tesla Has to Learn How to Make Cars Efficiently

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To innovate in cars you need to understand like cars more and manufacturing. Tesla has to learn how to do what detroit already knows how to do, which is to make cars reliably and efficie. And that's just a condition of tesler getting through production hell. That doesn't get them victory. It just gets them to continue to keep hem in the game.

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?