In a recent interview, Musk made reference to the possibility of an app store for Teslas. Tesla also recently announced Arcade, a new game hub and essentially a mini “app store” of classic games. With Arcade, Tesla already has the seeds of an App Store.
Adding an App Store to Tesla OS and ultimately making it a platform for 3rd party developers is a pivotal move. Historically, major platforms like Microsoft, Apple, Facebook and Google generated incredible value, scale and defensive position (a moat) by leveraging a network of 3rd party developers to build for the platform. It’ll be fascinating to see how such dynamics play out in the emerging arena of automotive OS’s.
IMPLICATIONS OF AUTOMOTIVE AS A PLATFORM ARE MASSIVE
There are large implications if we frame automotive as a platform similar to PCs, smartphones and TVs. Duopolies tend to emerge for networked platforms. Those duopolies eventually drive the overwhelming value in those ecosystems. Microsoft & Apple for PCs. Apple & Android for smartphones. Roku and FireTV for TVs. (Yes, the last is still debatable.)
What if network effects eventually take automotive in that direction too?
Finish reading on Medium... Tesla Arcade and Automotive OS’s
Adding an App Store to Tesla OS and ultimately making it a platform for 3rd party developers is a pivotal move. Historically, major platforms like Microsoft, Apple, Facebook and Google generated incredible value, scale and defensive position (a moat) by leveraging a network of 3rd party developers to build for the platform. It’ll be fascinating to see how such dynamics play out in the emerging arena of automotive OS’s.
IMPLICATIONS OF AUTOMOTIVE AS A PLATFORM ARE MASSIVE
There are large implications if we frame automotive as a platform similar to PCs, smartphones and TVs. Duopolies tend to emerge for networked platforms. Those duopolies eventually drive the overwhelming value in those ecosystems. Microsoft & Apple for PCs. Apple & Android for smartphones. Roku and FireTV for TVs. (Yes, the last is still debatable.)
What if network effects eventually take automotive in that direction too?
Finish reading on Medium... Tesla Arcade and Automotive OS’s
