Jul
25
Tesla FSD Could Be Big
During Tesla’s second quarter earnings call last week, CEO Elon Musk said that Tesla is “very open to licensing
6 min read
Tesla
Jun
10
Tesla Opens Up Superchargers to Competitors: Bad Move?
In the last few weeks Ford, then GM, announced that they would adopt the Tesla-invented NACS charger and allow their
7 min read
Aug
03
Tesla and Shopify: Integration, Modularity, and Value Capture
This is a follow-up on my recent posts on Shopify and Tesla. It occurred to me that there’s an
6 min read
Jul
27
Chasing Tesla: There is No Catalog
In chapter five of their book The Innovator’s Solution, Clayton Christensen and Michael Raynor wrote that managers must ask,
13 min read