Why has Tesla been so successful? For many years traditional automotive manufacturers incorrectly ignored the EV opportunity.

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Why has Tesla been so successful? For many years traditional automotive manufacturers incorrectly ignored the EV opportunity. Now Tesla has a lead that is unlikely to be lost. The hare and the tortoise comes to mind, but the tortoise can now afford a jet pack, built the road and is charging the toll.

Another observation, speaking with automotive colleagues, is the destruction of traditional automotive design processes and manufacturing methods. A classic case of a market challenger and disaggregater. EV has fewer, more complex parts.

This has many analogies with cyber and the proliferation of siloed tech, that often does not allow for vertical or horizontal compatibility. With many solutions working in verticals trying to solve problems their customers do not understand.

Like the Tesla approach to modularization. Ownership of the problem, IP and managing the crown jewels needs careful consideration.

Ted Dziekanowski

#Tesla #Ford #cybersecurity

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