Sinofsky: EV adoption is an industry-wide secular shift, not single-company disruption
Steven Sinofsky · a16z Podcast | Tesla and the Nature of Disruption · Jan 2, 2019 · at 6:50
Steven Sinofsky frames electric vehicle adoption as an overarching macroeconomic market evolution rather than classic startup disruption.
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“Instead of looking at this as disruption, another way to look at this is to use an old phrase that existed before disruption and just refer to it as a secular shift, and that this is a shift. There's just a shift. We're going to all be in electric cars and electric vehicles and electric transportation at some point, which is very different than it's disruptive, because disruptive tends to focus on the micro, like one company versus another company, whereas if everything is going to move to this, it's not clear that it just means that only the companies that are currently doing something Are going to benefit.”
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