![]() Reams have been written speculating Tesla’s imminent demise. Now, Buffet could be proven right about Tesla specifically. It’s not a question of “if” but of “when.” No business or industry is immune from disruption.Any business or industry which can be disrupted, will be disrupted.The fact is, despite all the fancy theories about what businesses need to do to compete, thrive and survive, there are really only two laws that are immutable and irrevocable: And the answer is quite simple and paradoxically profound at the same time. Two immutable lawsīut here is why Buffet is wrong and Bezos is right. It’s alarming, to say the least, when you consider Amazon is currently hovering around $1 trillion in valuation. But this was the first unequivocal admission that there is no opt-out of this scenario, and the first time he has attached a definitive timeline. Bezos has made other such statements in the past.
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