Oct. 6, 2019
By mid 2025 every major automaker will be producing great Electric Vehicles (EVs) at scale. If batteries become a commodity, how will Tesla stay competitive?
We explore a simple thesis that competitive advantage is not about racing to a single point in the future, but about continual innovation. Over the next 10 years battery technology will improve, autonomy will arrive in some form and new business models will emerge.
We explore these trends and ask the question, who is best placed to win in this future?
