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paulg's profile
Paul Graham
Paul Graham
Paul Graham
Verified account
@paulg

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Paul GrahamVerified account

@paulg

paulgraham.com
Joined August 2010

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    Paul Graham‏Verified account @paulg 17 May 2017

    The Tesla Model S was like the iPhone in that all other manufacturers now have to copy it. The difference is many don't realize that yet.

    11:08 PM - 17 May 2017
    • 378 Retweets
    • 827 Likes
    • Roman Le Négrate Mircea Mironenco Sai Akhil Pulikam Dan Smith Brian Mitchell Skimic Mikkolini Al Dente Mahesh Parth Gulati
    31 replies 378 retweets 827 likes
      1. New conversation
      2. Paul Graham‏Verified account @paulg 17 May 2017
        Replying to @paulg

        There's no analog to Android in this situation. That gives Tesla an advantage that Apple didn't have.

        12 replies 28 retweets 127 likes
      3. Paul Graham‏Verified account @paulg 17 May 2017
        Replying to @paulg

        It's possible to imagine a future in which few other car manufacturers survive. Not saying that will happen, but remarkable it's possible.

        8 replies 23 retweets 111 likes
      4. Horace Dediu‏Verified account @asymco 17 May 2017
        Replying to @paulg

        I don’t know any manufacturer who thinks they don’t have to switch to all electric drive. Only question is how quickly.

        7 replies 2 retweets 9 likes
      5. Paul Graham‏Verified account @paulg 17 May 2017
        Replying to @asymco

        A teslamorphic car isn't just electric though. There's also the software. That will be even harder for them.

        8 replies 1 retweet 36 likes
      6. 1 more reply
      1. New conversation
      2. Benedict Evans‏Verified account @benedictevans 17 May 2017
        Replying to @paulg

        The alternative analogy would be RIM

        3 replies 3 retweets 38 likes
      3. Awad Sayeed‏ @awadsayeed 17 May 2017
        Replying to @benedictevans @paulg

        Add in Model 3, there will be mass # autonomous cars on the road within few short months. If you have the means, why ever get anything else?

        2 replies 0 retweets 0 likes
      4. Benedict Evans‏Verified account @benedictevans 17 May 2017
        Replying to @awadsayeed @paulg

        None of those cars are more than L3 autonomous, though. Opinions vary as to whether they even have the necessary sensors for L4/5

        2 replies 0 retweets 2 likes
      5. Awad Sayeed‏ @awadsayeed 17 May 2017
        Replying to @benedictevans @paulg

        Totally fair, but there is something to be said about L3 for the masses being *much* better than the status quo a la 'a real web browser'

        1 reply 0 retweets 1 like
      6. Awad Sayeed‏ @awadsayeed 17 May 2017
        Replying to @awadsayeed @benedictevans @paulg

        iPhone wasn't great until 3GS IMO, but even 1st gen was SO much better than everything else available is the general sentiment looking back

        0 replies 0 retweets 4 likes
      7. End of conversation
      1. New conversation
      2. Diogenes‏ @WallStCynic 17 May 2017
        Replying to @paulg @adamconner

        Except for the fact that an iPhone is an aspirational purchase for almost 3 billion people, globally. A $120,000 car, not so much. $TSLA

        4 replies 0 retweets 11 likes
      3. 1 more reply
      1. Tomasz Wegrzanowski‏ @t_a_w 18 May 2017
        Replying to @paulg

        Level of US-centrism and delusion is amazing. Median car buyer lives in China and Tesla prices might as well be for flying cars. Irrelevant!

        0 replies 0 retweets 2 likes
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      1. Björn Lilja‏ @bjornlilja 17 May 2017
        Replying to @paulg

        I would say that's a great analogy but the price and bying dynamics for phones vs. cars adds important differences in how this plays out?

        0 replies 0 retweets 2 likes
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      1. Sooraj Prabhakaran‏ @soorajp_17 17 May 2017
        Replying to @paulg

        so... who will create android of Electric cars .

        0 replies 0 retweets 2 likes
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      1. Marc Possley‏ @mcpoz 21 May 2017
        Replying to @paulg @ValaAfshar

        Sell a car, even a nice car, at a YUUGE loss? Yep - that is something they want to copy.

        0 replies 0 retweets 1 like
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      1. Nafiz Hamid‏ @nafiz_h 18 May 2017
        Replying to @paulg

        Question is how fast Tesla can manufacture a car that is within an average person's budget.

        0 replies 0 retweets 1 like
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      1. Fabrique Mobilités‏ @fab_mob 18 May 2017
        Replying to @paulg @SansDriver

        Where's the AppStore ?

        0 replies 0 retweets 1 like
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      1. Teddy Citrin‏ @tcitrin 18 May 2017
        Replying to @paulg

        It's much harder to clone a car than a phone

        0 replies 0 retweets 1 like
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      1. Austin‏ @DataMinion 17 May 2017
        Replying to @paulg

        ironic, many of @TeslaMotors incar features like a touchscreen head unit save money in the long term because software updates aren't recalls

        0 replies 0 retweets 1 like
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