Skip to main content
×
×
Home

Tesla and the Reshaping of the Auto Industry

  • David J. Teece (a1)
Extract

I've been asked to comment on this collection of three papers, each of which offers deep insights into the forces affecting the auto industry, particularly as concerns the relative positions of incumbent auto firms with respect to new electric vehicle entrants. Taken as a whole, the papers open a lens on the changes roiling the automotive sector. In this essay, I'll attempt to widen the aperture and provide a framework for a more systemic analysis of the forces reshaping the industry and the prospects for new entrants.

  • View HTML
    • Send article to Kindle

      To send this article to your Kindle, first ensure no-reply@cambridge.org is added to your Approved Personal Document E-mail List under your Personal Document Settings on the Manage Your Content and Devices page of your Amazon account. Then enter the ‘name’ part of your Kindle email address below. Find out more about sending to your Kindle. Find out more about sending to your Kindle.

      Note you can select to send to either the @free.kindle.com or @kindle.com variations. ‘@free.kindle.com’ emails are free but can only be sent to your device when it is connected to wi-fi. ‘@kindle.com’ emails can be delivered even when you are not connected to wi-fi, but note that service fees apply.

      Find out more about the Kindle Personal Document Service.

      Tesla and the Reshaping of the Auto Industry
      Available formats
      ×
      Send article to Dropbox

      To send this article to your Dropbox account, please select one or more formats and confirm that you agree to abide by our usage policies. If this is the first time you use this feature, you will be asked to authorise Cambridge Core to connect with your <service> account. Find out more about sending content to Dropbox.

      Tesla and the Reshaping of the Auto Industry
      Available formats
      ×
      Send article to Google Drive

      To send this article to your Google Drive account, please select one or more formats and confirm that you agree to abide by our usage policies. If this is the first time you use this feature, you will be asked to authorise Cambridge Core to connect with your <service> account. Find out more about sending content to Google Drive.

      Tesla and the Reshaping of the Auto Industry
      Available formats
      ×
Copyright
References
Hide All
Abernathy, W. J., & Clark, K. B. 1985. Innovation: Mapping the winds of creative destruction. Research Policy, 14 (1): 322.
Arbib, J., & Seba, T. 2017. Rethinking transportation 2020–2030. San Rafael, CA: RethinkX. [Cited 7 April 2018]. Available from URL: http://bit.ly/2xpDQwx
Colias, M. 2017. GM tries a subscription plan for Cadillacs. Wall Street Journal, March 19, 2017. [Cited 8 April 2018]. Available from URL: https://www.wsj.com/articles/gm-tries-a-subscription-plan-for-cadillacsa-netflix-for-cars-at-1-500-a-month-1489928401
Cox, D. R., Raspin, P., & Teece, D. J. 2018. Developing organizational resilience: A dynamic model of sustainable competitive advantage. Manuscript dated April 5, 2018.
Daft, R. L., & Weick, K. E. 1984. Toward a model of organizations as interpretation systems. Academy of Management Review, 9 (2): 284295.
Geuss, M. 2018. In financial call, Tesla CEO Elon Musk details lessons from ‘FluffBot’. Ars Technica, May 2, 2018. [Cited 2 May 2018]. Available from URL: https://arstechnica.com/cars/2018/05/tesla-still-grinding-toward-2500-model-3s-weekly-pins-progress-to-consistency/#p3
Helfat, C. E., & Teece, D. J. 1987. Vertical integration and risk reduction. Journal of Law, Economics & Organization, 3 (1): 4768.
Jiang, H., & Lu, F. 2018. To be friends, not competitors: A story different from Tesla driving the Chinese automobile industry. Management and Organization Review, 14 (3): doi: 10.1017/mor.2018.34.
Koopmans, T. C. 1957. Three essays on the state of economic science. New York: McGraw-Hill.
Leih, S., Linden, G., & Teece, D. J. 2015. Business model innovation and organizational design: A dynamic capabilities perspective. In Foss, N. J., & Saebi, T. (Eds.), Business model innovation: The organizational dimension: 2442. Oxford, UK: Oxford University Press.
MacDuffie, J. P. 2018. Response to Perkins and Murmann: Response to what is and isn't unique about Tesla. Management and Organization Review, 14 (3): doi: 10.1017/mor.2018.32.
Marcec, D. 2018. CEO tenure rates. Harvard Law School forum on corporate governance and financial regulation. Available from URL: https://corpgov.law.harvard.edu/2018/02/12/ceo-tenure-rates/
March, J. G. 1994. A primer on decision making: How decisions happen. New York: Free Press.
Perkins, G., & Murmann, J. P. 2018. What does the success of Tesla mean for the future dynamics in the global automobile sector? Management and Organization Review, 14 (3): doi: 10.1017/mor.2018.31.
Ries, E. 2011. The lean startup: How today's entrepreneurs use continuous innovation to create radically successful businesses. New York: Crown Business.
Rose, G. 2015. Much ventured, much gained: a conversation with Michael Moritz. Foreign Affairs, 94 (1): 3239.
Shacklett, M. 2012. What's behind enterprise insourcing of IT? TechRepublic, November 26, 2012. [Cited 9 April 2018] Available from URL: http://www.techrepublic.com/blog/tech-manager/whats-behind-enterprise-insourcing-of-it/8055
Shaheen, S., Martin, E., & Bansal, A. 2018. Peer-To-Peer (P2P) carsharing: Understanding early markets, social dynamics, and behavioral impacts. Berkeley, CA: Institute of Transportation Studies. [Cited 8 April 2018]. Available from URL: https://cloudfront.escholarship.org/dist/prd/content/qt7s8207tb/qt7s8207tb.pdf
Shankleman, J. 2017. The electric car revolution is accelerating. Bloomberg Businessweek. [Cited 9 April 2018]. Available from URL: https://www.bloomberg.com/news/articles/2017-07-06/the-electric-car-revolution-is-accelerating
Stoll, J. D. 2018. Tesla's factory in a fishbowl. Wall Street Journal, May 7, 2018. [Cited 8 May 2018]. Available from URL: https://www.wsj.com/articles/teslas-factory-in-a-fishbowl-1525716237
Teece, D. J. 1986. Profiting from technological innovation: Implications for integration, collaboration, licensing and public policy. Research Policy, 15 (6): 285305.
Teece, D. J. 1998. Capturing value from knowledge assets: The new economy, markets for know-how, and intangible assets. California Management Review, 40 (3): 5579.
Teece, D. J. 2007. Explicating dynamic capabilities: The nature and microfoundations of (sustainable) enterprise performance. Strategic Management Journal, 28 (13): 13191350.
Teece, D. J. 2016. Dynamic capabilities and entrepreneurial management in large organizations: Toward a theory of the (entrepreneurial) firm. European Economic Review, 86: 202216.
Teece, D. J. 2017. A capability theory of the firm: An economics and (strategic) management perspective. New Zealand Economic Papers, in press. https://doi.org/10.1080/00779954.2017.1371208
Teece, D., Peteraf, M., & Leih, S. 2016. Dynamic capabilities and organizational agility: Risk, uncertainty, and strategy in the innovation economy. California Management Review, 58 (4): 1335.
Tushman, M. L., & Anderson, P. 1986. Technological discontinuities and organizational environments. Administrative Science Quarterly, 31 (3): 439465.
Weick, K. E. 1979. The social psychology of organizing, 2nd ed. Reading, MA: Addison-Wesley.
Weick, K. E. 1995. Sensemaking in organizations. Thousand Oaks, CA: Sage.
Recommend this journal

Email your librarian or administrator to recommend adding this journal to your organisation's collection.

Management and Organization Review
  • ISSN: 1740-8776
  • EISSN: 1740-8784
  • URL: /core/journals/management-and-organization-review
Please enter your name
Please enter a valid email address
Who would you like to send this to? *
×

Metrics

Altmetric attention score

Full text views

Total number of HTML views: 23
Total number of PDF views: 53 *
Loading metrics...

Abstract views

Total abstract views: 402 *
Loading metrics...

* Views captured on Cambridge Core between 10th September 2018 - 24th September 2018. This data will be updated every 24 hours.