Possible New Tesla Business: Supply Chain Management Software

[Curt Renz]

There's a lot of buzz about Tesla the automaker entering the battery storage business. Now an analyst believes they may soon enter the lucrative business of providing supply chain management software: Benzinga Article

 

[iadbound]

I had heard that they had new software for parts distribution and service information sharing. Isn't Trip Chowdhry one of these folks that is constantly wrong about Tesla?

 

[austinEV]

I find it plausible that they have great or best in class software for this. The Amazon AWS is the perfect analogy. And they have said they didn't like what was available so they wrote their own. As someone with some exposure to manufacturing enterprise software the landscape is ripe for disruption.

But, it is not easy productizing this. Making it work for TM specifically and making it work for anyone, and getting the support and SGA to get it to market is a big task. This isn't a quick buck.

 

[ScepticMatt]

Doesn't sound plausible to me. The article is grasping at straws. Totally unconnected business, and I don't see the synergies.
That is unless Elon is going to start up yet another company, and supply management doesn't strike me as "transformative" as Elon's other ventures.