We’ve all heard about Tesla and the potential disruption to the car industry. Tesla will certainly have an impact however all the major manufacturers are moving rapidly to develop electric vehicles and Apple and Google are really gearing up in the vehicle space as they see it as a platform play.
I doubt whether Tesla will eventually become a major player on its own in the global motor vehicle industry – but time will tell.
However, where I believe Tesla may become a major player is the energy industry – with their home battery technology.
If I was an executive of an energy utility, I would be very concerned by the advent of home batteries, such as the Tesla Powerwall ( see link below to Mashable article). The home battery makes Solar a real option for households and small businesses, particularly in places like Australia. It means that a lot of households can disconnect themselves from the grid or become a net supplier rather than a net consumer.
Often, an innovation or invention’s greatest impact is not in an industry which it was first designed for – I think that is very likely in Tesla’s case