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67 Electric unbundles cars Radical Mobile Is Eating the World, 2016-2017

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67
Electric unbundles cars
Radical simplification
Complex, proprietary gasoline
engines & transmissions disappear
Replaced by simple, commodity
batteries & motors
10x fewer moving parts
Whole basis of competition
changes
New bases for competition
Scale, design, distribution remain,
for those who can navigate the
change
But value moves to software -
entirely new skill set
And then with autonomy, new
layers of value built on top
Electric makes cars much simpler and turns many elements into commodities

Publicado en: Tecnología

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