7 Reasons Why Tesla Will Benefit From The Crisis — #4: Vertical Integration (Video)
The true issues of a crisis are usually not the root cause of it, but rather the consequences and the ability of your organization to respond to them.
The true issues of a crisis are usually not the root cause of it, but rather the consequences and the ability of your organization to respond to them.
Supply and demand are two sides of the same coin, and although they look different, you cannot separate the two. They are like twins always moving together.
You can’t measure true supply without having excess demand and you can’t measure true demand without excess supply. They influence each other and are actually the same looked at from two different perspectives.
Cathie Wood, the founder of Ark Invest, has repeated many times that in a recession or economic downturn disruptive companies gain pace and expand their competitive advantage versus incumbents.
Many have asked me why I believe Tesla will come out of this crisis stronger than other companies, and if so, why. In a series of 7 articles highlighting each one of the reasons, I will explain.
0.9% of all Tesla Model 3s ever delivered are for sale in Germany, while 51% of all Daimler EQCs are!
Every nation of this world will do its best to protect its industry for the good of the country’s economy and its people. Politicians are elected to make sure industries and jobs are doing well, to stabilize income, and to reduce risk. There is absolutely nothing wrong with this protection. Unfortunately, politics can, by trying its very best to support its industry, destroy it without even realizing what’s happening. This has happened before, and there is a large risk that it’s happening today in the largest automotive producing countries, like Germany, Japan, and the USA.
How the data from a Tesla Model S saved a driver from being sentenced for attempted homicide.
As a CEO of a large global automaker, you have a huge problem of existential dimensions. If you don’t solve it, it’s not just your job that’s lost, but you will be remembered as the person who is responsible for a century-long proud legacy ending.
Products look and function similar to the organizations that produced them, be it good or be it bad.
Editor’s Note: Alex sent along the letter below a couple of weeks ago. He let us know about the big shift noted here and that he’d be publishing the letter on Patreon on December 15. I decided to let his letter stand alone on his page initially and then republish it here a week later. So, here it now is!