Tesla is a Battery Company

Post by lotsofmangos » Fri, Apr 03, 2015, 6:09 AM UTC

sparkman55 wrote: post #86

saryant wrote: post #81

Earlier quoted context omitted.

How on earth can a strategy centered around generating, storing and transmitting electricity be considered blue-ocean?

Well, the innovation is really about storing electricity. We've been generating and transmitting electricity for over a century now. Once we can store electricity (in batteries, for example), then intermittent power sources, like solar panels (and also wind turbines) become much more valuable. Energy storage is a very inconsequential market right now, but if smart-grid-connected Teslas really take off, then they beco…

Post by anonbanker » Mon, Apr 06, 2015, 12:30 AM UTC

jeremyrwelch wrote: post #76

fivedogit wrote: post #64

Wrong. Tesla is a distribution company. Cars and batteries are commodities, more or less. Corporations are now extremely efficient at copying and commoditizing their competitors' innovations - just look at how fast the android ecosystem popped up alongside iPhone - so technological advancements are not the real source of long term value but merely the temporary advantage needed to be first to a market and set up netw…

I generally agree with your categorization, but I would be more specific that Tesla is both a Battery distribution AND marketing company. EVs existed prior to Tesla, but they were the first company to identify and correctly serve the high end market with the Roadster. My company Chrg specializes in charging infrastructure. Note that the Superchargers you mentioned actually use specially designed Tesla batteries, whic…