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Not sure if it will play out the same way but I remember the arrival of the iPhone. Lots of people defended Nokia and RIM (Blackberry) and a few years later th
by psadri 5y ago
Not sure if it will play out the same way but I remember the arrival of the iPhone. Lots of people defended Nokia and RIM (Blackberry) and a few years later they were completely decimated.
I’d be curious why or why not it would play out the same way.
- underwater 5y agoApple took a commodity item and built network effects (iMessage) and lock in (the app store is both a moat and a ball and chain keeping people inside the Apple ecosystem). Tesla don't have the equivalent.
- TheSocialAndrew 5y agoThe Tesla Superchargers network is the network effect.
- underwater 5y agoHow so? It becomes less valuable the more people who use it. And it doesn't work like a platform. That would be like Apple trying to build every possible app themselves.
- TheSocialAndrew 5y agoYou have the option to choose any of the other EV makers, but this one EV maker has very fast charging stations worldwide in strategic locations, with lounges and predictable charging rates. Of the 3 EVs that I drive, only the Tesla I would take outside the city. Even if the others had a much bigger range (they don't) I would not be comfortable outside of the Tesla supercharging network because I've encountered many difficulties with ChargePoint, evGO, etc: stations not working, backed up, slow charging, high cost, etc. The ecosystem is its charging network because it's very reliable and eliminates range anxiety.
- colinmhayes 5y agoGovernment just passed $7.5 billion for charging network. There's probably more to come. SUperchargers are definitely an advantage, but how long until electric charging stations are everywhere?