Tesla isn’t disrupting anything

To be sure, Tesla has been a catalyst for innovation, or more accurately, the hastening of innovation — self-driving technologies and over-the-air software updates, for example, or the replacement of a lot of vehicle controls with a massive touchscreen between the front seats. But the auto industry globally, and particularly in the US, isn’t really under any disruptive pressure. What compelling reasons are there to proactively deviate from business as usual? Gas is cheap, credit is abundant, and everybody wants to buy profitable trucks and SUVs again. A record was set for US sales last year, as 17.5 million vehicles rolled off dealer lots. There are trouble spots — Latin America and Russia — and growth in China has slowed.