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> Having the equipment ready and in action first is somehow a disadvantage by this argument, and now you're better off being later to market. So I think it mig
by cpwright 10y ago
> Having the equipment ready and in action first is somehow a disadvantage by this argument, and now you're better off being later to market.
So I think it might be from an investment standpoint; just think of Tivo they made the DVR, but once others saw what they were doing there are plenty of other DVR choices and Tivo didn't win the category.
Tesla might be forging ahead and blazing the trail for others, who will actually capitalize on it.
I think that the Tesla brand is sexy enough that they'll maintain their niche (as Tivo has to some extent), I'm not sure if that will translate into investment returns.
- ssharp 10y agoTivo lost because cable/sat went digital and it made a lot more sense to integrate the DVR into the digital receiver than it did to have a separate box that required using a CableCARD. I'm pretty sure most people don't even know what a CableCARD is. When Tivo was a simple as plugging in the analog coax signal from your cable or antenna, it made a lot of sense. But once the signal from the cable company needed digital decoding, it hurt them, despite Tivo having a better UI.
- spyspy 10y agoIt's not a horrible comparison, but the barriers to entry between an electric car (+entire charging network) are much higher than a DVR. First mover advantage digs a bigger moat.
- stcredzero 10y agoThe stakes are higher and the margins are smaller. First mover advantage either digs a deeper moat or a trap for yourself. (Vercingetorix vs. Julius Caesar at Alesia.)
- taeric 10y agoMeh. The advantage you will want in the vehicle space is who is the "most mover." Production pipelines will be a huge asset for big players.
- mycall 10y agoTelsa open sourced their charging network.