Is Tesla disruptive?


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The writer of the needull argues that Tesla is not disruptive.

The framework asks 5 questions:

  1. Does the product target over-served customers (i.e., with better value for money) or create a new market?
  2. Does the disruptor have incentives to enter higher performance segments while incumbents retreat?
  3. Does it have a trajectory for fast, across the board, performance improvements?
  4. Does it create a new value network (e.g., sales channel)?
  5. Does it disrupt ALL incumbents?

The answers to these are apparently: no, no, yes, yes and no. That leads Bartman to conclude that Tesla’s products are likely sustaining rather than disruptive.

The complete article

Joshua Gans — Digitopoly

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