Riv_Ian
Well-Known Member
It seems pretty clear to me that Tesla followed the Apple model for developing their business - provide a better user experience by controlling the ecosystem; capture higher profits by leveraging the switching costs of jumping the proprietary moat they’ve created. I would be very surprised if presentations to institutional investors in the early 2010’s didn’t justify the infrastructure investments and choice of proprietary protocols with this kind of justification. They are perfectly entitled to do that (if the government doesn’t force standards for the public good) and I think it’s fair to argue that it’s possible to provide a better user experience within their closed garden. I do think it’s naive or disingenuous to argue that it was due to them ‘having no choice’ or done for altruistic reasons.
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