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Tesla

Tesla FSD Could Be Big
July 25, 2023 6 min read

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 our FSD software and

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Tesla Opens Up Superchargers to Competitors: Bad Move?
June 10, 2023 8 min read

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 vehicles to use

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Tesla and Shopify: Integration, Modularity, and Value Capture
August 3, 2022 6 min read

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 interesting connection worth

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Chasing Tesla: There is No Catalog
July 27, 2022 13 min read

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, “What do we need

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