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Citaat:
https://electrek.co/2017/05/29/tesla...-presentation/
Tesla looks exactly like Apple pre-iPhone era, says venture capitalist
Fred Lambert - May. 29th 2017
After billionaire venture capitalist Marc Andreessen made the case that Tesla is to automakers what Apple was to Nokia circa 2007, now Facebook millionaire turned venture capitalist Chamath Palihapitiya is making a very convincing case about Tesla looking like Apple during the pre-iPhone era.
Earlier this month, during the Sohn Conference, where Wall Street’s most successful investors offer their expertise and pitch stocks, Palihapitiya decided to pitch Tesla as an investment.
The conference released his presentation (embedded below) last week and it draws some interesting links between Tesla and Apple.
Palihapitiya said:
“What Apple did was create a tailwind of demand. Now let’s ask ourselves, is Tesla running the same playbook?”
He described how both Tesla and Apple, with the iPhone, sold into a fragmented, undifferentiated market and managed to quickly gain significant market shares.
The investor compared the iPhone’s growing market share with the Model S:
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