Remember how Tesla was going to get crushed because every other manufacturer could just roll out electric cars?
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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?
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Replying to @benedictevans @AustenAllred
They did get crushed and Bill Gates saved them.
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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.
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An hypothesis: - There are enough Tesla fanatics to buy M3s for a few quarters of backlog but not enough to buy in the future, and probably not enough to buy with the horrible reports of Tesla customer services. Also: why would all finance directors quit after seeing the books?
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There is no question we are seeing pent-up demand for the model 3 now being released
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Of course. Citron argues that’s not all that’s at play, and that *new* orders coming in are pulling down sales of competing cars. Hard to have good data at this point, but interesting. https://citronresearch.com/wp-content/uploads/2018/10/Citron-reverses-opinion-on-Tesla-too-compelling-to-ignore.pdf …
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Both. It’s a competitive car. That’s not the same as a disruptive car. And any disruption certainly isn’t in electric.
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Agreed that it’s not disruptive in the Christiansen sense; I think something is missing from the theory there, which is why he predicted the downfall of Apple
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