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Cars and the FutureA little over a year ago I explained in Cars and the Future that there were three changes happening in the personal transportation industry simultaneously:Drivetrains were changing from the internal combustion engine to electricCar operation was moving from human-based to computer-based (i.e. self-driving cars)Ownership was shift... See more

Tesla has an in-house construction unit building out its factories. This enables a radically new and optimized manufacturing process. Historical analogy: Amazon built its own distribution centers to reinvent e -commerce logistics.

Tesla is the first US car manufacturer to mass-produce vehicles without going into bankruptcy in the past 100 years (and now has a larger market cap than the next six largest automakers combined).

Tesla’s innovation strategy — which focuses on transforming the auto industry as a whole — offers enduring lessons for any innovator, especially in terms of how to win support for an idea and how to bring new technologies to market.

Tesla Motors was created to accelerate the advent of sustainable transport. If we clear a path to the creation of compelling electric vehicles, but then lay intellectual property landmines behind us to inhibit others, we are acting in a manner contrary to that goal.

In subsequent years Tesla has broadly followed through on this plan, with the introduction of the “sporty four-door” Model S in 2012 and the Model 3 in 2017 (though even the cheapest Tesla model, at about $40,000, cannot yet be described as affordable). It has become the world’s leading maker of electric cars, and in July 2020 it overtook Toyota to

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One of my favorite Ben Thompson posts is "What Clayton Christensen Got Wrong" in which he built on Christensen's theory of disruption to note that low end disruption can be avoided if you can differentiate on user experience. It is difficult and perhaps even impossible to over-serve on that axis. Tesla came into the electric car market with a car t... See more

Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.