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Tesla and the Nature of Disruption

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Content provided by a16z and Andreessen Horowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by a16z and Andreessen Horowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this re-run from September 2018, Benedict Evans and Steven Sinofsky talk all about Tesla — and more broadly, the nature of disruption overall. How disruptive is Tesla really, and what exactly are they disrupting — from the dashboard to car makers to vendors to energy source to autonomy overall?

The tech industry is littered with leading innovators... who nonetheless failed to be the dominant leader in the end. So the question should be, is this new thing fundamentally difficult for the incumbent to do, and how does it relate to market dominance? Which of these things are important in order for Tesla to be the new BMW or the new GM? Looking back at other examples historically (Microsoft, GM's Saturn Brand, and of course the iPhone), what kind of disruption matters most for market dominance? And what is the long view of how software is eating transportation?

  continue reading

256 episodes

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Tesla and the Nature of Disruption

a16z Podcast

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Manage episode 326195292 series 2546451
Content provided by a16z and Andreessen Horowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by a16z and Andreessen Horowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this re-run from September 2018, Benedict Evans and Steven Sinofsky talk all about Tesla — and more broadly, the nature of disruption overall. How disruptive is Tesla really, and what exactly are they disrupting — from the dashboard to car makers to vendors to energy source to autonomy overall?

The tech industry is littered with leading innovators... who nonetheless failed to be the dominant leader in the end. So the question should be, is this new thing fundamentally difficult for the incumbent to do, and how does it relate to market dominance? Which of these things are important in order for Tesla to be the new BMW or the new GM? Looking back at other examples historically (Microsoft, GM's Saturn Brand, and of course the iPhone), what kind of disruption matters most for market dominance? And what is the long view of how software is eating transportation?

  continue reading

256 episodes

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