Blog: Dave LeggettIs Tesla really disruptive?

Dave Leggett | 8 June 2015

I have come across some interesting food for thought on the subject of Tesla and how disruptive its innovative e-tech really is in an article in the Harvard Business Review. The article points out that Tesla cars are full-on cars in a fairly traditional mode, albeit well packaged and produced with an electric powertrain, big battery. If Tesla hits a market sweetspot, the established automakers will be able to join in (GM's Bolt springs to mind; how far is Tesla pushing the EV product agenda?).

A truly disruptive technology, the article suggests, comes from the bottom up. So, smaller Neighbourhood Electric Vehicles (think golf carts) are where disruptive forces can truly develop as such vehicles slowly morph into viable solutions for urban mobility amid improvements to their capabilities (better batteries) and more car-like features being added. Over time they take share from incumbents who are not really geared to respond. Factor in some different business models (like car sharing) and then you are starting to get truly disruptive patterns emerging. As I say, food for thought. Link to article below.

Tesla’s Not as Disruptive as You Might Think

Sectors: Electric drive, Technology/R&D

Companies: Tesla, GM


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