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That last sentence is money.

For the first time I heard a car company CEO actually get that Tesla is different. The CEO of Toyota made a comment that what Tesla builds is more akin to the iPhone than a car.

And he's right. Tesla builds a computer that happens to use a very large battery, weighs about 4,000 lbs, and has wheels.

Nobody else in the business gets this. They think Tesla is just a car company with an electric motor, while completely ignoring the speed at which Tesla is able to roll out improvements.

I've said for a while that until the car companies start thinking like a software company, they'll be further and further behind. The difference is (quite literally) a company with a multi-year long effort to roll out a new version versus a company running the automotive equivalent of Scrum.




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