
Tesla Future Series
Thinking about the evolution of energy, transportation and society, through the lens of Tesla. We try to understand the coming shift and articulate some new narratives. Tesla, in trying to accelerate the shift to sustainable energy, is an inspiring story about the power of technology and innovation to effect change. It is a story that hopefully will inspire many more people to be audacious and bold in seeking solutions to humanity's most intractable problems.
Tesla Future Series
Tesla in the long term
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Season 1
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Episode 4
By mid 2025 every major automaker will be producing great Electric Vehicles (EVs) at scale. If batteries become a commodity, how will Tesla stay competitive?
We explore a simple thesis that competitive advantage is not about racing to a single point in the future, but about continual innovation. Over the next 10 years battery technology will improve, autonomy will arrive in some form and new business models will emerge.
We explore these trends and ask the question, who is best placed to win in this future?