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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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    1. Austen Allred‏Verified account @AustenAllred Oct 23

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

      20 replies 59 retweets 533 likes
    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. Benedict Evans‏Verified account @benedictevans Oct 24
      Replying to @AustenAllred @russpage

      The bolt is not an attempt to compete with Tesla.

      1 reply 0 retweets 0 likes
      Austen Allred‏Verified account @AustenAllred Oct 24
      Replying to @benedictevans @russpage

      Tell me more. What is it then, a proof of concept?

      7:54 AM - 24 Oct 2018
      • 2 Likes
      • Union Square Research Group David Iach 🚀
      1 reply 0 retweets 2 likes
        1. New conversation
        2. Benedict Evans‏Verified account @benedictevans Oct 24
          Replying to @AustenAllred @russpage

          Incumbent car companies are moving slowly on electric partly because batteries are still too expensive to be profitable. The bolt costs a lot more to make than an equivalent ICE car. This is also why the $30k Model 3 can’t be ordered yet.

          4 replies 0 retweets 7 likes
        3. josealb‏ @josealb Oct 24
          Replying to @benedictevans @AustenAllred @russpage

          But there are profitable electric cars to make. S, X and 3 upper trims are profitable and other automakers don't build competitors. I think incumbents are used to incremental change and think they can wait for suppliers to solve autonomy and batteries for them and it will be late

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

          Autonomy is irrelevant- Tesla is not in the lead here. And yes, there will be hundreds of companies providing EV components. That’s how ecosystems work. Tesla trying to outcompete that is like 1980s Apple trying to outcompete the entire PC ecosystem.

          2 replies 1 retweet 5 likes
        5. Dallen Allred‏ @dallenallred Oct 24
          Replying to @benedictevans @josealb and

          Why did it not work for 1980s Apple but it seemed to work pretty well in the 2010s?

          1 reply 0 retweets 0 likes
        6. Benedict Evans‏Verified account @benedictevans Oct 24
          Replying to @dallenallred @josealb and

          It didn't. Apple took exactly the opposite approach.

          0 replies 0 retweets 0 likes
        7. End of conversation

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