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I don't dispute your facts at all, but I think you've strongly missed the key point of how disruption works. Not having as many trim and color options because
by cagenut 10y ago
I don't dispute your facts at all, but I think you've strongly missed the key point of how disruption works. Not having as many trim and color options because they can't shove them out the door fast enough is a textbook example of "good enough". It is this very industry's not too distant history from which the quip "they can have it in any color they like, so long as its black" comes from.
What I mean is, you appear to be trying to apply the standard of a very broadly experienced car magazine critic, which yes, will absolutely 100% find a laundry list of grave shortcomings. And they won't matter.
- dilemma 10y agoYou've strongly missed the point he was making. Tesla has such problems with their supply chain management that they have had to reduce parts and SKUs to the point of using mass grade finishings on lower-luxury class vehicle.
- Tloewald 10y agoExcept in most cases disruption doesn't work. The canonical examples from "The Innovator's Dilemma" all fall apart under scrutiny (as in the "disrupted" companies end up eating their disrupters for breakfast). GM is now doing a better job of executing in Tesla's space than Tesla, and that situation is not going to get better for Tesla. http://www.newyorker.com/magazine/2014/06/23/the-disruption-machine http://www.newyorker.com/magazine/2014/06/23/the-disruption-...