I'm not sure I'd class the Gigafactory as a disruption in the "Innovators dilemma" sense. I think some of the genius of Musk is that his bets actually minimize

I'm not sure I'd class the Gigafactory as a disruption in the "Innovators dilemma" sense. I think some of the genius of Musk is that his bets actually minimize the big unknowns in a physical realm while at this point in the business dimension, the demand for Tesla's new model is known to sufficient certainty that this factory is needed to fill the capacity. The core battery tech isn't new, but the machinery and the automation of the process is.. but that's a much smaller risk than say trying to build this factory on a "disruptive" new battery tech.