https://www.slate.auto https://www.telotrucks.com/

But their new system/technology follows a new learning curve that ends up surpassing the legacy technology and vendors.

It is hard to defend against, because it would require companies to abandon their focus on mid-to-high market range and start competing early at their own very low end - undercutting all their offerings profitability. Even while their current system still has some legs left in its learning cycle.

But if incumbents don't find a way to let go of quarter to quarter growth pressures, and disrupt themselves, the new companies/systems eventually obsolete them.

---

The Chinese manufacturing sector handed the Innovator's Dilemma to the whole US manufacturing sector. Famously starting at the very low end - with products that were considered very low quality.

But then intensely integrating all the dimensions of manufacturing - in a way never done in the US. Into a highly flexible, efficient and modular system, across companies, technologies, markets etc, until they didn't just kill it on price at the low end. But now on price and quality at even the highest end.

Throw in the historical US car giants' painfully predictable lack of speed on EVs, a disruptor on its own, and it's hard to see those companies regaining their footing.

The Chinese now excel at whole system design, which until recently was viewed as the US technological moat.

Q: Seems US companies have no more natural advantages? Anyone have a better prognosis?