What the EV Industry’s Challenges Reveal About Innovation and Regulation

Many consumers are buying electric vehicles, thanks to sportscar-like performance, government incentives, and personal motivations to minimize climate change. But the EV industry overall has revved and sputtered in unpredictable ways and offers a case study in managing innovation, regulation, and competition. Mike Colias, deputy bureau chief at The Wall Street Journal, explains the complex landscape that incumbents such as GM and Ford and start-ups like Tesla find themselves in. Through stories of iconic industry executives and bold competitive moves, he shares insights that leaders in every industry can learn from. Colias wrote the new book Inevitable: Inside the Messy, Unstoppable Transition to Electric Vehicles.

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Episode 1012

What the EV Industry’s Challenges Reveal About Innovation and Regulation

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A conversation with WSJ journalist Mike Colias on disruption and competition.

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February 04, 2025

Many consumers are buying electric vehicles, thanks to sportscar-like performance, government incentives, and personal motivations to minimize climate change. But the EV industry overall has revved and sputtered in unpredictable ways and offers a case study in managing innovation, regulation, and competition. Mike Colias, deputy bureau chief at The Wall Street Journal, explains the complex landscape that incumbents such as GM and Ford and start-ups like Tesla find themselves in. Through stories of iconic industry executives and bold competitive moves, he shares insights that leaders in every industry can learn from. Colias wrote the new book *Inevitable: Inside the Messy, Unstoppable Transition to Electric Vehicles*.

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Related Topics:

• Disruptive innovation

• Leadership

• Government policy and regulation

• Competitive strategy

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