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osama
@osama
tell me where I'm wrong
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Edmund Edgar (goat/acc)
@edmundedgar.eth
Giant auto companies aren't going anywhere although some of the dozy ones will flunk the transition. People still want cars, they still have economies of scale, EVs aren't really a disruptive technology in the Clayton Christensen sense
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osama
@osama
true some will stay but if you visit see the EV coming out of China, Vietnam,India etc you’ll see how far behind US/EU automakers are. TSLA is not doing what it’s doing b/c it’s magic. It’s b/c they’re full stack. A typical GM car relies on 100s of vendors. Cannot innovate on machine that makes machines
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