@paulg org structure
Tesla has 3 separate advantages over incumbents: electric drive, that they can write software, and that they have no dealers.
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@BenedictEvans Is that different from existing car cos' too? - Show replies
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@paulg 4 actually: Elon MuskThanks. Twitter will use this to make your timeline better. UndoUndo
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@paulg plus they will own the largest battery shop on the planetThanks. Twitter will use this to make your timeline better. UndoUndo
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@paulg But Tesla wants Incumbents.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@paulg don't forget being led by a cult of personalityThanks. Twitter will use this to make your timeline better. UndoUndo
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@paulg first two are trivial to replicate by incumbents -
@lachances@paulg A non-software company cannot "trivially" replicate software development. It fails almost every time. - Show replies
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