Business Model Disruption – how Tesla Beats Google on Auto Pilot

This example shows how a company with less resources can still innovate on business model and beat a much bigger company. By using customer as gathering point, it seems like driverless car software wars will be won by manufactures that:

  • build and sell a lot of cars with hardware already built-in and turned on
  • are very good at software

Tesla already out with 70,000 cars, and with Model 3 will basically cover the world geography / roads at faster rate than anybody else. Next potential is Volvo, and I think their Chinese owner if properly partnered will also win out.

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