Crossing the Chasm: Articulating the Tesla Bull Case

Follow me on Twitter: https://twitter.com/heydave7 Follow me on Instagram: https://www.instagram.com/heydave7 Watch this video on what a 10x company is: My TSLA Exit Plan, https://www.youtube.com/watch?v=r9HtG-jJSTY In this video I share a framework on how we can understand disruption and choose the big winners before other people do. In Geoffrey Moore’s classic book, Crossing the Chasm, he shares some key principles that help us understand the technology product life cycle and why certain products make it to the mainstream and others fail. Crossing the chasm means when a product, service or technology moves from the early adopters to an even larger market, known as the Mainstream market. In order to cross the bridge from the Early market over to the Mainstream Market, a product must be a whole product, and simply easy-to-use. Currently the big achilles heel for electric vehicles is long distance travel. Tesla’s strategy was to mitigate this disadvantage by providing free supercharging access with a dense network of superchargers. And they further mitigated this disadvantage by making an electric car that was more compelling in almost every area (performance, safety, technology, design, handling, storage capacity, etc) than the comparable ICE car in its price category. By doing so Tesla was able to provide a more compelling whole product, and had a chance against the current ICE ecosystem. Non-Tesla auto makers are not providing a whole product with their electric vehicles, since they don’t have dense fast charging networks to mitigate the inconvenience of long distance travel. Ford, GM, Toyota, VW, BMW, Mercedes - all seem to be waiting for demand to pick up before “investing” in fast charging networks of their own. Further, auto makers aren’t even trying to disrupt their current ICE cars, and aren’t making EVs that are more compelling than their ICE cars at the same price. By preserving their profits on their ICE cars, they are hesitant to go all-in in EVs. Here are some questions that are answered in the Q&A section: miledy116 Outstanding!! Many thanks for this video. I'm a Tesla bull but still like to see you talking the darker side of the story. For example: What if Giga4 can't be finished on time? What happen if Elon quits? Should we be worried about collaboration between legacy automaker and tech giants? How long do we have to wait until Tesla has enough capacity to supply the whole world? Build quality of Tesla cars Patrick R Given your love of reading (which I share), is there a reason you're publishing only on video (and podcast)? As you point out, reading provides such a higher bandwidth. Having content in writing makes it easier to absorb quickly, review, comment, annotate, highlight, and reference, to mention just a few. H mejia Hey Dave, are you putting together a team? I want in. Serious. Please share this video with others on Reddit, Facebook groups, and forums. Check out my archived articles/posts on Tesla: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA at time of original video publish date. Tags: Tesla, Elon Musk, Model 3, Model Y, Cybertruck, Investing, China, TSLA Shorts

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Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true. Subscribe to keep up with my videos. Check out my archived posts/articles on Tesla, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financial Principles | Money