Intel, Mobileye, and Smiling Curves

> Tesla has led the way in electric vehicle, building an amazing brand along the way, but traditional car companies are not far behind. That’s because the drivetrain is a sustaining technology, not a disruptive one: the business model is by and large the same.

Pretty sure that's wrong. The car manufacturers have already admitted EVs will cause massive changes in how their business works, because they will basically have to fire all gas-powered engineers in the medium to long term. And they need new expertise for batteries.

Batteries and the electric power train means that the well known carmakers don't have their competitive advantage in engine prowess anymore.

So yeah, I think that's pretty damn disruptive. And so far we only really have evidence of "catching up" with the GM Bolt, and the reason for that may be because GM was already one of the EV pioneers two decades ago. The others haven't really caught up in range. They're still around 60% of Tesla and GM's ranges.

Also, by his logic, the iPhone wasn't disruptive either, because it "didn't change the business model" of the phone industry.