On Tesla’s Incredible Platform Advantage


"But one thing is very clear: we are entering an era where cars will become autonomous, navigate by themselves and prevent catastrophes from happening at unprecedented scale. And just as smartphones spawned a different set of winners every decade, you can bet the next set of car makers will look much different than today’s. Google, Uber and Tesla will all be involved… And although we know almost nothing of Tesla’s future chip plans, we know they did something uncharacteristic and deeply impressive. They built a hardware and software platform foundation from the ground up, funding and subsidizing it – just barely – based on the incredible dream they are selling today."


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