Revolutions don’t happen overnight. When Apple launched the iPhone in 2007, the idea that this expensive, niche device would dominate the global cell phone business seemed an impossible delusion to all but a few visionaries. In hindsight, the iPhone Revolution seems obvious.
Over the next decade, Tesla will become the Apple of transportation and energy. The inflection point in Tesla’s Revolution arrives in the next six to nine months, when Model 3, the iPhone of Cars, accelerates to major volume and profitability. In so doing, Tesla will transform from a niche, high-end auto manufacturer to an unstoppable, mass market powerhouse that will bankrupt much of the legacy auto industry in the medium term and decimate the fossil fuel industry in the long term. Sound familiar? Didn’t Apple do that to Nokia, Palm, and Blackberry?
Ask yourself: What is the future of transportation and energy, and who will be the biggest winner of that future? If your answer isn’t Tesla, slow down and ask that question again. This is similar to asking a decade ago: What is the future of handheld computing and cell phones, and who will be the biggest winner of that future?
The future of transportation is Ultrasmart Electric Vehicles, and the future of energy is Sustainable Energy, Primarily Solar, with Battery Backup. Tesla will be the biggest winner of this future, said victory vaulting the company into the top ten of market caps within the next 10 to 20 years, probably reaching number one.
Revolution Tesla will analyze the implications of Tesla’s Revolution. We won’t be overly distracted by endless ‘Tesla is doomed’ FUD. However, we will debunk fallacies spread by those who would profit if Tesla were to fail… which it won’t, quite the opposite.
There will be room in the future for competitors. Those who adapt, and copy Tesla, may survive. Most will not.
Keep reading. I’ll keep writing.