Loup Ventures' Gene Munster recently shared some thoughts about Tesla and how it's putting more than just traditional auto 'in trouble.'
“Tesla should really be thought of as roughly a dozen technology startups, many of which have little to no correlation with traditional automotive companies.
“For example, we created a chip design team from scratch for the Tesla full self-driving computer, which is not something car companies do.” Munster listed a few companies that Tesla would put in trouble besides traditional automakers. These include Lyft and Uber, Geico and Allstate, and even physical labor if all goes to plan with the Optimus robot that Tesla is designing.listed eight industries that Elon Musk and his companies were disrupting. Tesla is listed as disrupting five of those industries — automobiles, personal transport, solar energy, fossil fuels, and carsharing.
In the Loup Ventures article, Munster pointed out that many of the markets Tesla will disrupt are long shots that will take almost a decade to play out. However, if even one or two of these
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