Hello TMC friends,
Regarding the next decade of the car industry as a whole and Tesla's status in that future, I've written this article about how and why it will play out while presenting a deeper analysis than I've seen anywhere else:
http://tesla.dauger.com/disrupts/
Tesla bulls are probably already convinced of the conclusions I state, so I primarily intend this article for the fence-sitters; meanwhile you get the first taste. Discussing these topics with friends in person and online, I've believed these conclusions for some time, but industry events in the months following the Model 3 introduction gave confirmation solid enough that I felt I should research it properly and write these conclusions down: the incumbents are impotent to prevent Tesla's selective dominance in the next decade. While Tesla is NOT following the prescription set out in Christensen's theory of disruptive innovation, I argue the results are just as dramatic. Please enjoy.
Regarding the next decade of the car industry as a whole and Tesla's status in that future, I've written this article about how and why it will play out while presenting a deeper analysis than I've seen anywhere else:
http://tesla.dauger.com/disrupts/
Tesla bulls are probably already convinced of the conclusions I state, so I primarily intend this article for the fence-sitters; meanwhile you get the first taste. Discussing these topics with friends in person and online, I've believed these conclusions for some time, but industry events in the months following the Model 3 introduction gave confirmation solid enough that I felt I should research it properly and write these conclusions down: the incumbents are impotent to prevent Tesla's selective dominance in the next decade. While Tesla is NOT following the prescription set out in Christensen's theory of disruptive innovation, I argue the results are just as dramatic. Please enjoy.