I pretty much agree, just one more thing to add. Disruptive innovations are more about the market and business model than the technology itself. That's why re

I pretty much agree, just one more thing to add. Disruptive innovations are more about the market and business model than the technology itself. That's why relatively crappy inventions can take root. For instance, PCs were not good compared to mainframes or workstations, but they were bought by people that weren't buying workstations. This gave them the chance to build businesses and improve until they could later compete with, and displace workstations. For Tesla, what is the disruptive market? I'm not sure. Their cars do the same things as other cars, with different inputs. If their "disruptive" niche is to be an eco-fashion symbol, and that gives them time to build a car whose TCO is 20+% less because of the difference in fuel cost per mile, then they have a shot. For what could truly be disruptive to personal transportation is Better Place ( http://www.wired.com/cars/futuretransport/magazine/16-09/ff_agassi?currentPage=all http://www.wired.com/cars/futuretransport/magazine/16-09/ff_... ). Sure, it's expensive, limited, and poor right now, but if it can work in Israel, Denmark, and Hawaii, and prove and grow the business from there, it can change things in a much bigger way than Tesla can.