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You are pointing to a disrupted market as evidence that the market didn't need to be disrupted. A quick search suggest that EU ban on CO2-emitting cars was fro

by slg 2y ago

You are pointing to a disrupted market as evidence that the market didn't need to be disrupted. A quick search suggest that EU ban on CO2-emitting cars was from 2022, 5 years after Tesla started selling the Model 3. The global trend toward EVs was largely started by Tesla showing that EVs were a viable product with real demand.

scarface_74 2y ago
Okay and the GUI was started by Apple as far as PCs. Where did that leave Apple as far as the PC market compared to Microsoft? And “disruption” doesn’t mean whet you think it means. Were any of the existing car manufacturers ever threatened by Tesla as far as market share and revenue like what happened to RIM and Nokia in the smart phone space?
- slg 2y ago
  >Were any of the existing car manufacturers ever threatened by Tesla Yes, that is why almost all of them started heavily investing in EVs after Tesla proved they were a viable product. You seem to believe that "disruption" can only come from wild financial success. All it means in this context is that they blazed a new trail for others established players to follow.
  - scarface_74 2y ago
    Actually they are backing off from EVs https://www.cnbc.com/amp/2024/03/13/ev-euphoria-is-dead-automakers-trumpet-consumer-choice-in-us.html https://www.cnbc.com/amp/2024/03/13/ev-euphoria-is-dead-auto... > You seem to believe that "disruption" can only come from wild financial success. All it means in this context is that they blazed a new trail for others established players to follow. That’s not at all what “disruption” means according to “The Innovator’s Dilemma”. https://duartem.medium.com/summary-of-the-innovators-dilemma-b2118bca8354 https://duartem.medium.com/summary-of-the-innovators-dilemma... Also look at “low end disruption” a “sustaining innovation”, “over serving the market”. Most people who talk about disruption have never read Clay’s books.
yodsanklai 2y ago
I don't think this is correct. See this article from July 2017 [1] Banning petrol cars was already discussed, it mentioned many car constructors, but not mention of Tesla. At that time, 27,903 Tesla cars were sold in Europe [2], so the market wasn't disrupted at all. > France will end sales of petrol and diesel vehicles by 2040 as part of an ambitious plan to meet its targets under the Paris climate accord, Emmanuel Macron’s government has announced. > The Netherlands has mooted a 2025 ban for diesel and petrol cars, and some federal states in Germany are keen on a 2030 phase-out. > India, where scores of cities are blighted by dangerous air pollution, is mulling the idea of no longer selling petrol or diesel cars by 2030, and said it wants to introduce electric cars in “a very big way”. [1] https://www.theguardian.com/business/2017/jul/06/france-ban-petrol-diesel-cars-2040-emmanuel-macron-volvo https://www.theguardian.com/business/2017/jul/06/france-ban-... [2] https://www.goodcarbadcar.net/tesla-europe-sales-figures/ https://www.goodcarbadcar.net/tesla-europe-sales-figures/
- slg 2y ago
  That July 2017 article you linked cites Volvo committing to switch their fleet to all electrics and hybrids. If you click on that hyperlink you will find this paragraph: >Of Elon Musk’s Tesla, whose ‘mass market’ Model 3 is expected to roll off the production line later this week, Samuelsson [Volvo's chief executive] said: “It’s a tough competitor. But with this decision we are really becoming the second premium car maker in the world which will also be all-electrified.” The EU followed France. France followed Volvo. Volvo followed Tesla. Tesla was the spark.
  - yodsanklai 2y ago
    The spark was the Paris agreement and Europe pledging to reduce their CO2 emissions. EVs were already a common sight in France way before Tesla. https://en.wikipedia.org/wiki/Plug-in_electric_vehicles_in_France https://en.wikipedia.org/wiki/Plug-in_electric_vehicles_in_F... I think your narrative is correct in the US, but not in the rest of the world.
    - slg 2y ago

by slg 2y ago

scarface_74 2y ago

Okay and the GUI was started by Apple as far as PCs. Where did that leave Apple as far as the PC market compared to Microsoft? And “disruption” doesn’t mean whet you think it means. Were any of the existing car manufacturers ever threatened by Tesla as far as market share and revenue like what happened to RIM and Nokia in the smart phone space?

slg 2y ago
>Were any of the existing car manufacturers ever threatened by Tesla Yes, that is why almost all of them started heavily investing in EVs after Tesla proved they were a viable product. You seem to believe that "disruption" can only come from wild financial success. All it means in this context is that they blazed a new trail for others established players to follow.
- scarface_74 2y ago
  Actually they are backing off from EVs https://www.cnbc.com/amp/2024/03/13/ev-euphoria-is-dead-automakers-trumpet-consumer-choice-in-us.html https://www.cnbc.com/amp/2024/03/13/ev-euphoria-is-dead-auto... > You seem to believe that "disruption" can only come from wild financial success. All it means in this context is that they blazed a new trail for others established players to follow. That’s not at all what “disruption” means according to “The Innovator’s Dilemma”. https://duartem.medium.com/summary-of-the-innovators-dilemma-b2118bca8354 https://duartem.medium.com/summary-of-the-innovators-dilemma... Also look at “low end disruption” a “sustaining innovation”, “over serving the market”. Most people who talk about disruption have never read Clay’s books.

yodsanklai 2y ago

I don't think this is correct. See this article from July 2017 [1] Banning petrol cars was already discussed, it mentioned many car constructors, but not mention of Tesla. At that time, 27,903 Tesla cars were sold in Europe [2], so the market wasn't disrupted at all. > France will end sales of petrol and diesel vehicles by 2040 as part of an ambitious plan to meet its targets under the Paris climate accord, Emmanuel Macron’s government has announced. > The Netherlands has mooted a 2025 ban for diesel and petrol cars, and some federal states in Germany are keen on a 2030 phase-out. > India, where scores of cities are blighted by dangerous air pollution, is mulling the idea of no longer selling petrol or diesel cars by 2030, and said it wants to introduce electric cars in “a very big way”. [1] https://www.theguardian.com/business/2017/jul/06/france-ban-petrol-diesel-cars-2040-emmanuel-macron-volvo https://www.theguardian.com/business/2017/jul/06/france-ban-... [2] https://www.goodcarbadcar.net/tesla-europe-sales-figures/ https://www.goodcarbadcar.net/tesla-europe-sales-figures/

slg 2y ago
That July 2017 article you linked cites Volvo committing to switch their fleet to all electrics and hybrids. If you click on that hyperlink you will find this paragraph: >Of Elon Musk’s Tesla, whose ‘mass market’ Model 3 is expected to roll off the production line later this week, Samuelsson [Volvo's chief executive] said: “It’s a tough competitor. But with this decision we are really becoming the second premium car maker in the world which will also be all-electrified.” The EU followed France. France followed Volvo. Volvo followed Tesla. Tesla was the spark.
- yodsanklai 2y ago
  The spark was the Paris agreement and Europe pledging to reduce their CO2 emissions. EVs were already a common sight in France way before Tesla. https://en.wikipedia.org/wiki/Plug-in_electric_vehicles_in_France https://en.wikipedia.org/wiki/Plug-in_electric_vehicles_in_F... I think your narrative is correct in the US, but not in the rest of the world.
  - slg 2y ago