Friend and Enemies

When I was in business school, we did a case on XenSource in which we created a matrix listing the startup’s friends and enemies.

In emerging markets, this is an informative and non-obvious exercise.

In that vein, Forbes announces today that Elon Musk is maybe thinking about launching an Uber-competitor:

Tesla Motors CEO Elon Musk hinted Tuesday the carmaker may launch its own network of shared autonomous cars for users to borrow on demand, but he cautioned the company is not ready to make a formal announcement.

So let’s work out a preliminary matrix.

Apologies for the poor cut and paste job.

A few things jump out here.

Niche suppliers like MobilEye are friends with everyone.

Startups like Cruise have complicated relationships with everyone, because they are competitors to the same companies that might eventually acquire them.

The relationships status for Uber and Tesla just changed to, “it’s complicated”.

Apple and Tesla have a lot of enemies.


Originally published at www.davidincalifornia.com on November 4, 2015.

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