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Agree on Microsoft and Google. But it could have been anyone from maybe 20 companies. On Tesla... I'm not sure it's a good analogy. I don't think you can point

Agree on Microsoft and Google. But it could have been anyone from maybe 20 companies. On Tesla... I'm not sure it's a good analogy. I don't think you can point to Tesla and say they got lucky anywhere. What will GM/Ford/Toyota/Daimler/Volvo do differently now? Tesla is selling speed/sex appeal/engineering/electric - ie all those companies were already all competing on these dimensions. They can't seem to execute. Google and Microsoft were plenty capable of executing, they just didn't see what the product they needed to deliver was.

MomoXenosaga 5y ago
Tesla market share is still minuscule. And I think GM and Toyata have been executing making cars just fine. We will see where Tesla is in 50 years, the jury is still out.
- mschuster91 5y ago
  Don't compare apples to oranges. Amongst only electric vehicles, Tesla has been a solid market leader with way over 60% since 2018 [1], and amongst luxury vehicles Tesla is #3. [1]: https://www.greencarreports.com/news/1134120_tesla-is-losing-us-ev-market-share-but-gaining-luxury-share-now-outselling-mercedes-benz https://www.greencarreports.com/news/1134120_tesla-is-losing...
oarabbus_ 5y ago
>Google and Microsoft were plenty capable of executing, they just didn't see what the product they needed to deliver was. Sounds just like the legacy auto manufacturers. Tesla is a great analogy.