Taf. dell did it better in partnership with microsopt and intel equally, h t c were the first people to make android smaphones,. But h t c ten not to have the right position in the market to take all the rewards from that. What b w isn't going to be ab able to buy those from some combination of haway and shenzen and google is going to be the new bm w. Olten: Instead of looking at this as disruption, another way to look at this is to use an old phrase that existed before, disruption, and just refer to it as a secular shift.
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?