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Of course they are disruptive. They achieve the same capability as an internal combustion engine, but they do it in a different way. ICE automakers can't reto
by JPKab 14y ago
Of course they are disruptive. They achieve the same capability as an internal combustion engine, but they do it in a different way.
ICE automakers can't retool their supply chains overnight (or even over several years) to make an equivelent product.
How are they disruptive? They achieve identical (performance wise, superior) capability with reduced maintenance and reduced fuel cost due to electricity being cheaper than gasoline.
In the short term, the increased cost makes them disruptive only in the high-end sedan market. As the production scales up, this will move into the lower-tier markets. I think you are intelligent enough to get this.
- jfb 14y agoThey're not competing against non-consumption. Tesla may well end up successful, and an electric car company could be disruptive, but I don't see their product strategy as disruptive. Sales, however, is a different kettle of fish, and I expect it to be what brings Tesla down. Car dealers are way, way, way too powerful for a boutique to take on. Look at how much was clawed back from GM by their dealer network when they were trying to kill their terrible brands.
- sergiosgc 14y agoThen, all Tesla would have to do would be to sell in Europe. Car dealerships are a lot less powerful, and the market is not regulated like it is in the States. I believe they are/will soon be selling in the UK.