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AustenAllred's profile
Austen Allred
Austen Allred
Austen Allred
Verified account
@AustenAllred

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Austen AllredVerified account

@AustenAllred

CEO @LambdaSchool (YC S17): A CS education that's free until you get a job. I have made remarks that I do not agree with.

San Francisco, CA
lambdaschool.com
Joined December 2010

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    Austen Allred‏Verified account @AustenAllred Oct 23

    Remember how Tesla was going to get crushed because every other manufacturer could just roll out electric cars?

    2:51 PM - 23 Oct 2018
    • 59 Retweets
    • 533 Likes
    • Shub Stefan Wyler Jesse Holmes Andre Moore suzaan sauerman Anton Cherkasov Mohamed Khattab Dan Friedman SVane Mitt
    20 replies 59 retweets 533 likes
      1. New conversation
      2. Benedict Evans‏Verified account @benedictevans Oct 23
        Replying to @AustenAllred

        Remember how the Apple Macintosh was going to get crushed because lots of other people would be able to make PCs? Remember how HTC was going to get crushed because lots of other people would make Android phones?

        8 replies 4 retweets 46 likes
      3. Russ Page‏ @russpage Oct 24
        Replying to @benedictevans @AustenAllred

        They did get crushed and Bill Gates saved them.

        1 reply 0 retweets 0 likes
      4. Benedict Evans‏Verified account @benedictevans Oct 24
        Replying to @russpage @AustenAllred

        Exactly

        2 replies 0 retweets 6 likes
      5. Austen Allred‏Verified account @AustenAllred Oct 24
        Replying to @benedictevans @russpage

        Hasn’t this already started? Why is the Model 3 still crushing the Bolt in sales? I hear Benedict’s argument, but I think he underestimates the strength of the vertical integration in building a better product. He thinks this is Apple 1980 and I think it’s Apple 2008.

        5 replies 0 retweets 19 likes
      6. Austen Allred‏Verified account @AustenAllred Oct 24
        Replying to @AustenAllred @benedictevans @russpage

        Or maybe 2006, but you get the point

        1 reply 0 retweets 3 likes
      7. 1 more reply
      1. New conversation
      2. Nicola‏ @nicolascribbles Oct 24
        Replying to @AustenAllred

        I get your metaphor, but it is ill recieved considering apple products are not really good products with little memory and ill capability of gameplay purposes, apple did well because they marketed well. I hardly call copying Elementary OS UNIX "innovation "

        1 reply 0 retweets 1 like
      3. Austen Allred‏Verified account @AustenAllred Oct 24
        Replying to @nicolascribbles

        The sales would disagree with you. There’s so much more to a product than raw specs

        1 reply 0 retweets 3 likes
      4. Nicola‏ @nicolascribbles Oct 24
        Replying to @AustenAllred

        Again, i stand by my statement : i never claimed they did not do well, I claimed they did well because they created a culture around apple. Marketing.

        2 replies 0 retweets 0 likes
      5. Austen Allred‏Verified account @AustenAllred Oct 24
        Replying to @nicolascribbles

        I disagree. The experience of using an Apple product is (or at least was) fundamentally better

        1 reply 0 retweets 4 likes
      6. Nicola‏ @nicolascribbles Oct 24
        Replying to @AustenAllred

        I agree, user interface has always been cleaner since then, until windows 10 rolled out and android started focusing on their design aspect. You got me there.

        0 replies 0 retweets 0 likes
      7. End of conversation
      1. New conversation
      2. Alexandros Louizos, MD‏ @Louizos Oct 23
        Replying to @AustenAllred

        A pisteriori prophets . All of you.

        1 reply 0 retweets 0 likes
      3. Austen Allred‏Verified account @AustenAllred Oct 23
        Replying to @Louizos

        https://www.marketwatch.com/story/elon-musk-to-the-guy-who-invested-his-net-worth-in-tesla-we-wont-let-you-down-2016-11-17 …

        0 replies 0 retweets 1 like
      4. End of conversation
      1. New conversation
      2. Ryan Sapp‏ @ryanparkcity Oct 24
        Replying to @AustenAllred

        The one thing that I think is completely underplayed is how @Tesla changes the way you buy a car. Everyone hates the outdated dealer model which is a legacy issue for traditional auto makers who are trying to compete with Tesla.

        1 reply 0 retweets 1 like
      3. Craig Hantke‏ @chantke Oct 24
        Replying to @ryanparkcity @AustenAllred @Tesla

        Saturn did the same and they are no longer. Dealers make money from servicing vehicles, not sales.

        1 reply 0 retweets 0 likes
      4. Austen Allred‏Verified account @AustenAllred Oct 24
        Replying to @chantke @ryanparkcity @Tesla

        Saturn was owned by GM. Tesla is not.

        1 reply 0 retweets 1 like
      5. Craig Hantke‏ @chantke Oct 24
        Replying to @AustenAllred @ryanparkcity @Tesla

        indeed, but the sale was not from "dealerships". so the similarity of signing docs and driveway remains

        0 replies 0 retweets 0 likes
      6. End of conversation
      1. New conversation
      2. David Tuite‏ @dtuite Oct 23
        Replying to @AustenAllred

        Have you listened to this @a16z podcast? https://a16z.com/2018/09/17/hallway-conversation-tesla-disruption/ … Excellent breakdown of the Tesla advantages (and disadvantages)

        2 replies 3 retweets 16 likes
      3. Hazem A. M. Awad,PhD‏ @hazem_awad Oct 23
        Replying to @dtuite @AustenAllred @a16z

        Such interesting analysis rarely reflects how markets pan out. Tech markets are inherently unpredictable, analysing trajectories always runs risk of missing new advances that make such analysis obselete. People analyzed how FB can't beat MySpace or lyft can't survive uber

        2 replies 1 retweet 6 likes
      4. David Tuite‏ @dtuite Oct 24
        Replying to @hazem_awad @AustenAllred @a16z

        Sure. But it's still a useful exercise and interesting to listen to.

        1 reply 0 retweets 1 like
      5. Hazem A. M. Awad,PhD‏ @hazem_awad Oct 24
        Replying to @dtuite @AustenAllred @a16z

        💯and that's why I said interesting analysis. The exercise itself is most useful in further thinking about the issue. The danger is getting overconfident that the analysis will surely come to pass (the speakers in the podcast did NOT display this).

        1 reply 0 retweets 3 likes
      6. David Tuite‏ @dtuite Oct 24
        Replying to @hazem_awad @AustenAllred @a16z

        Totally agree

        0 replies 0 retweets 1 like
      7. End of conversation

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