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Why the electric car never left the golf course from the 1950s, Indian PCO telephone business model key?

I am tempted to just update the opportunity for disruption around the profit pool and business model for the automotive industry, around electric vehicles. Before we start we need to understand “Why the electric car never left the golf course from the 1950s!”

Golf cart
http://en.wikipedia.org/wiki/Golf_cart

History of the electric vehicle
http://en.wikipedia.org/wiki/History_of_the_electric_vehicle

The PCO telephone booth business model that drove the telecom revolution in India in the 90s may be the answer to the entire industry as an appstore with apps!

Why Better Place failed with swappable batteries—and your cars might just use them one day
http://qz.com/88871/better-place-shai-agassi-swappable-electric-car-batteries/

Learning on what Sam Pitroda did for the telecom revolution in India is business model innovation of micro-entrepreneurs serving the First Mile!
http://portal.bsnl.in/bsnl/asp/content%20mgmt/html%20content/knowledgebase/knowledgebase34343.html

STD PCO and Indian Telecom: Taking Telecom to the masses, –Dr. Madhu Mehta, Consultant C-DoT and MD, NirmaLabs, Anjaleem 
Sept 15, 2009
http://nipun.charityfocus.org/docs/stdpco.html

NYC’s Phone Booths To Die; Could Sites Charge Electric Cars Instead?
http://www.greencarreports.com/news/1086329_nycs-phone-booths-to-die-could-sites-charge-electric-cars-instead

TelephoneBooth

http://news.msn.com/science-technology/will-new-york-use-old-phone-booths-to-charge-electric-cars

 

Screen Shot 2013-09-13 at 9.59.17 AM

 

The key will be the business model and the creation of fundamentals around;

1. Cash Conversion Cycle

2. Inventory Stock Turns

3. Gross Margin per Stock Turns

“The companies that win will be downstream. leveraging analytics that connect the dots of the Upstream, Midstream and Downstream. So will companies like TESLA and others really become analytical engines connecting where the power is, when is the next recharge, at what price, which street, what insurance and what finance, all into a marketplace around a social phonebook? A combination of Google + FB + OnStar + Apple Appstore? Look at the Profit Pool, the answer is staring you right in the face!”

https://gerardjrego.com/2013/09/18/will-auto-oems-become-power-utilities-or-power-utilities-buy-insurance-and-finance-companies/

Screen Shot 2013-09-18 at 4.23.12 PM

http://www.bain.com/Images/INDUSTRYBRIEF_Emobility.pdf

Reading Aswath Damodaran’s post, Tesla’s Fair Market Value: $67.12, NYU Prof Says

http://blogs.wsj.com/moneybeat/2013/09/05/teslas-fair-market-value-67-12-nyu-prof-says/

http://aswathdamodaran.blogspot.co.uk/2013/09/valuation-of-week-1-tesla-test.html?utm_source=feedburner&utm_medium=email&utm_campaign=Feed:+blogspot/pHUuM+(Musings+on+Markets)

Tesla Bulls Are Furious About An NYU Finance Professor’s Blog Post
http://www.businessinsider.com/aswath-damodaran-on-tesla-bulls-2013-9

This is the real opportunity, disrupting the business models. Will the ROI come from the battery change or electricity charge via intermediaries like the PCO telecom revolution in India or like HP in the printing business? This is where the real investor value, innovation and ROI will come from.

We all hope that the electric leaves the golf course and it’s not about Tesla, but about you and me as consumers. Will the oil companies now generate electricity and create distribution points for the electric vehicle or the utility companies have a new business model like the PCO booth that revolutionized telecommunication in India?

Google is on the way to quietly becoming an electric utility  http://qz.com/125407/google-is-on-the-way-to-quietly-becoming-an-electric-utility/

Watch this space. Bottomline. The business model will drive the innovation and capture value for all stakeholders.

 

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