Tesla Cars Are Great - Their Ecosystem Strategy Not So Much

Summary:

I travel the world looking for entrepreneurial innovations that can scale by being pulled into large ecosystems by social and commercial stakeholders. Not innovations that must be pushed into these networks.

Innovations like Tesla’s resemble icebergs. The visible part is less than 10% of the total system needed for sustainable success.

Tesla is being pulled into the market - one happy customer at a time.

But as Tesla scales it will require society to make substantial changes in infrastructure: charging grid, repair and service sector, used vehicles and parts, recycling,

Tesla will experience unpredictable push-back in all those areas.

Example. Each Tesla contains more than 1600 pounds of new “e-waste” for the world’s recycling systems. The recycling processes for much of this waste are in their infancy. Computer e-waste is already testing global recycling capacity.

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