Tesla Business Model Class Prep
The Lessons of History
EV NEWS
BAD DEAL…
…BY A GOOD NEGOTIATOR?
Why might it be bad? Assume he’s an idiot
What makes it good? Assume he’s a genius
How would you feel if you were GM, Toyota, and Ford now?
What about Hydrogen cars?
What happens if a GOP gets back in power?
What happens if they never do again?
His business model and corporate plan-
Elon Musk, Cathy Wood, Jack Dorsey
The lessons of history: Stock exchanges, Globex- Arthur Levitt
Car company, Network Effect, Movie theater, Commoditized product, Network Distribution adds value ( uber model
Twitter (exchange model, protocol), Car as destination (the mall effect), Power grid, ESG, protective moats, fee model, upsell, freemium, utility, back up generator, NYC subway example
Apple versus Amazon: goods vs service economy meeting in the middle at the wall outlet
plumbing, physics, friction, opportunity to remove friction, reduce cost, keep piece of cost reduction to yourself
ASP business model- renters not owners- the future risk
Disruption: grow market, existing marketshare up for grabs
3d printers...