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Reminds me of digital film cameras (professional). There were attempts, but RED showed the way how one can make a cheaper and capable digital film camera usable

Reminds me of digital film cameras (professional). There were attempts, but RED showed the way how one can make a cheaper and capable digital film camera usable for production. It was great for them, it was great for the market, life was good. Eventually, ARRI (a 100 year-old film company) turned around and what they've made obliterated almost everything from film space RED made. They still have space, but not in the market segment they have entered at first.

PuffinBlue 8y ago
I'd say it's perhaps more like the DSLR/Mirrorless war that's raging right now. Sony (Tesla) snuck in and have cornered the market on mirrorless (particularly full frame) over the last 5 years and now the big incumbents are launching their responses (Canon tomorrow actually). Sony are definitely here to stay, they have enough lead time and mind share to back up their techincal offerings, I'd imagine Tesla will be too, even as the big players join the market.
- slobotron 8y ago
  Perhaps there is even an analogy with Sony delivering a lot of the sensors, and Tesla turning into a major battery supplier?
felipemnoa 8y ago
A counter anecdote to this is the iPhone. During the iPhone's release there were three smartphone giants: Blackberry, Nokia, Motorola. The tree companies tried their best to attack Apple but failed. The iPhone pretty much killed them. All it really means is that your future is never guaranteed and that hindsight is 20/20.
- bduerst 8y ago
  I wouldn't call that a counter-anecdote, but more of the same. Following the previous example, the iPhone pretty much dominated the smart phone market when it carved it out, but now iOS is at about 16% of the global marketshare.
  - dstaley 8y ago
    Although the iPhone is at only 16% market share based on units sold, they're at 51% based on revenue. Apple is selling fewer devices at a higher price point. I anticipate that, for the next few years at least, Tesla and other EV makers will see a similar situation. Other manufacturers may sell more units, but they will find it difficult to compete with Tesla at their price point.
    - nardi 8y ago
      And even more tellingly, 86% of the profit: https://appleinsider.com/articles/18/04/17/apple-grabs-86-of-smartphone-profits-globally-iphone-x-alone-seizes-35 https://appleinsider.com/articles/18/04/17/apple-grabs-86-of... Who cares about market share?
      - _Tev 8y ago
        Regulators. Apple's iPhone strategy allowed them several controversial moves, which might have caused massive fines if enacted with larger marketshare. E.g. restricting browser engines on iOS vs. simply bundling browser with Windows in 90's/early 00's (I don't remember / can't find now info / date of the ruling now).
    - bduerst 8y ago
      Right, I wasn't commenting about revenue or whether it was good/bad. Being the quality leader in a market means having high margins and low sales, but the comment above isn't 'counter-anecdotal' regarding marketshare, but more of the same.

PuffinBlue 8y ago

I'd say it's perhaps more like the DSLR/Mirrorless war that's raging right now. Sony (Tesla) snuck in and have cornered the market on mirrorless (particularly full frame) over the last 5 years and now the big incumbents are launching their responses (Canon tomorrow actually). Sony are definitely here to stay, they have enough lead time and mind share to back up their techincal offerings, I'd imagine Tesla will be too, even as the big players join the market.

slobotron 8y ago
Perhaps there is even an analogy with Sony delivering a lot of the sensors, and Tesla turning into a major battery supplier?

felipemnoa 8y ago

A counter anecdote to this is the iPhone. During the iPhone's release there were three smartphone giants: Blackberry, Nokia, Motorola. The tree companies tried their best to attack Apple but failed. The iPhone pretty much killed them. All it really means is that your future is never guaranteed and that hindsight is 20/20.

bduerst 8y ago
I wouldn't call that a counter-anecdote, but more of the same. Following the previous example, the iPhone pretty much dominated the smart phone market when it carved it out, but now iOS is at about 16% of the global marketshare.
- dstaley 8y ago
  Although the iPhone is at only 16% market share based on units sold, they're at 51% based on revenue. Apple is selling fewer devices at a higher price point. I anticipate that, for the next few years at least, Tesla and other EV makers will see a similar situation. Other manufacturers may sell more units, but they will find it difficult to compete with Tesla at their price point.
  - nardi 8y ago
    And even more tellingly, 86% of the profit: https://appleinsider.com/articles/18/04/17/apple-grabs-86-of-smartphone-profits-globally-iphone-x-alone-seizes-35 https://appleinsider.com/articles/18/04/17/apple-grabs-86-of... Who cares about market share?
    - _Tev 8y ago
      Regulators. Apple's iPhone strategy allowed them several controversial moves, which might have caused massive fines if enacted with larger marketshare. E.g. restricting browser engines on iOS vs. simply bundling browser with Windows in 90's/early 00's (I don't remember / can't find now info / date of the ruling now).
  - bduerst 8y ago
    Right, I wasn't commenting about revenue or whether it was good/bad. Being the quality leader in a market means having high margins and low sales, but the comment above isn't 'counter-anecdotal' regarding marketshare, but more of the same.