The Ongoing, Systemic Changes That Have Kept Tesla’s Competitors Scrambling
Tesla has played the role of industry torchbearer, differentiating itself in terms of brand image, function design, sales model, in-car intelligence, and service platforms.
Tesla has played the role of industry torchbearer, differentiating itself in terms of brand image, function design, sales model, in-car intelligence, and service platforms.
As I sat down to write part three in my series about why Tesla retail investors have an advantage, I wanted to address some of the comments from part two. In attempting to do so, I found that it was difficult to try to make my point quickly without sounding … [continued]
As Tesla stock has rocketed off the past few years, a lot of people have been trying to figure out why so many analysts got the stock picture with Tesla so wrong … and so have I!
When Elon Musk replied to one of my articles last year that “pace of innovation is all that matters in the long run,” he did not say “innovation matters” — he said pace of innovation matters. It’s about how quickly a company is innovating, not the innovation itself.
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.
Epic fail. That’s what first crossed my mind as I watched the window break (twice!) during Tesla’s Cybertruck launch. Instead, the unfortunate incident brought immediate worldwide attention to Tesla’s new truck — mainstream press, social media, and (of course) meme makers all gobbled it up. Fast forward, and Elon Musk’s crazy concept for the Cybertruck is now considered genius.
Tesla and SpaceX CEO Elon Musk’s visions are being realized well in and out of this world, as the past week reveals. Elon Musk’s life has been surfing through land, sky, and space this week. Last fall, Musk tweeted, “Pace of innovation is all that matters in the long run.” He is certainly demonstrating that’s his companies’ mutual obsession.