The first part of this is off topic, but I'll eventually bring it back to 
EVs, so hang on.  

Many folks here probably know about the part that IBM played in early PCs, 
but some may not realize that IBM was pretty late to the small computer 
party.  The IBM PC didn't hit the market until the summer of 1981.  Apple 
(1976), Commodore (1977), Radio Shack TRS-80 (1977), and Atari (1979) were 
all on the market with small computers well before IBM.  

Even these weren't the first.  There were also many much smaller companies 
that built microcomputers in the mid- to late-1970s, while IBM was busy 
pushing mainframes. Probably the most famous is Altair (1974).  Others I 
remember are Ohio Scientific, North Star, Cromemco, Morrow, Heathkit, and 
Compupro.  

The small companies were definitely the innovators, but other big companies 
got into micros well before IBM, including Olivetti, Siemens, and Sharp, 
with some modest success.  

The way these companies solved the problem of operating systems is 
interesting and maybe instructive for EVs.  Some of them wrote their own, 
but in the 1970s, quite a few used CP/M from Digital Research.  CP/M-86 
(ported to the 8086) was also an option for the original IBM PC.  However 
(IIRC), it cost $200 against $80 for PC-DOS, so guess which one won out.

At the time, Microsoft was a small operation.  IBM chose them to adapt QDOS 
to the PC, but IBM didn't buy exclusuve rights to the OS.  Nor did they lock 
down their design.  They actually published the BIOS source in the PC 
service manual.  

It probably would still have happened even if they tried to keep all this 
proprietary, but in any case, other companies (many overseas) developed work-
alike hardware and BIOS code, in many cases with help from their 
governments.  They (or their users) bought generic MS-DOS from Microsoft.  
The "clones" pretty much buried IBM, which eventually gave up the PC 
business. 

Consider: EVs are reportedly given relatively high priority in China right 
now.  Assuming GM keeps building Volts and Bolts, will China do to GM what 
Taiwan did to IBM?  Just a thought.

The original IBM PC was a so-so machine, partly because it was rushed to 
market and partly because IBM's execs didn't really think it would go 
anywhere.  Among other compromises, IBM used the cheap version of the Intel 
8086, the 8088, with 16-bit internal architecture but an 8-bit external bus.

But even with its weaknesses, the IBM PC caught on.   Partly this was brand 
reputation.  The saying in business used to be "Nobody ever got fired for 
buying IBM."  

But the major reason for its success was the spreadsheet Lotus 123, which 
was a big improvement on Visicalc.  

The "micro mantra" was "pick your software, then choose the hardware that 
runs it."  Big-bucks execs who were annoyed with their data processing (DP) 
departments' slow response when they wanted information could have it at 
their desks. Lotus was the software they wanted, so the PC (and later its 
clones) was the hardware they bought.  It gave them control over the 
information they needed.

So the IBM PC (and later its clones) solved a problem and improved its 
owners' work lives.  (And DP/IT has been clawing back that control ever 
since, but that's another issue.)

In one way the Nissan Leaf, Mitsu Imiev, and maybe the Renault Zoe have 
parallels to the IBM PC.  They're kind of "meh" as EVs go, but they 
"legitimize" the EV business, or at least try to.  

Where this parallel breaks down is that microcomputers and PCs solved a 
problem without having to compete against mainframes and minis.  They found 
a different niche.  

OTOH, most EVs keep trying to compete against ICEVs head to head.  And most 
of the problems EV solve don't directly and profoundly affect people who buy 
vehicles.  

EVs do have the potential to cost less than ICEVs, both to buy and to 
operate.  But so far the automakers aren't trying very hard to make them 
cost less, and erasing their running cost advantages wouldn't take much, 
with legislators in the automakers' pockets.  Thanks mostly to lobbying by 
billionaires with ties to petroleum, some US states are already making EV 
drivers pay extra taxes.  (No good deed goes unpunished.)

The other parallel you see a lot is Apple to Tesla.  I think that one has 
more foundation.  Teslas are fast, high tech cars.  They don't exactly solve 
a vexing problem, but for a particular kind of driver/owner, they do have a 
distinct and palpable advantage over their ICEV counterparts.  

Execs happy with your desktop PCs, meet drivers with the EV grin.

As it stands, though, if you take away the regulatory incentives that 
promote EVs over ICEVs as a public good, EVs' competitiveness will weaken 
even among Tesla buyers.  For "family car" EVs, demand could fall off the 
cliff, pretty much leaving Tesla and the high performance market as the US 
"EV island."

What could prevent or ameliorate that is if one or more of the mainstream 
manufacturers broke with the rest.  Nissan, for example, might decide to 
forge ahead with their EVs, and arrive at economy of scale where their EVs 
are as profitable as GM's big ICEV trucks.  If EV incentives survive in 
Europe and Asia, that could help this process.  

I know one thing for sure.  The automakers whining to the US government and 
abandoning EVs will be left behind.  It'll be just like when Nissan and 
Toyota kicked their butts with small cars in the wake of the 1970s fuel 
shortages.

It would be nice to think that other EV companies could "pull a Tesla," but 
how likely is that?  Note that most of the infant microcomputer companies 
from the late 1970s and early 1980s are long gone, and so are the EV 
builders (mostly conversion shops) from the same era.

Jobs and Wozniak famously started Apple in a garage with a few hundred 
bucks. Many of the other computer innovators of the late 1970s and early 
1980s started on shoestrings, too.  The barrier to entry was low.  And 
still, most of them flopped.

The barrier to entry in vehicles is MUCH higher, for many reasons.  Unlike 
Jobs and Woz, Elon Musk did NOT start Tesla in his garage, and he had to 
invest a chunk of his Paypal fortune to do it.

Tesla is the scrappy outsider that is shaking up the auto industry with EVs. 
But their long term success isn't guaranteed.  The more market share they 
take from the traditional automakers, the more the big guys will fight back. 
Detroit and Tokyo have a pile of money, which in the US buys political 
influience.  

I hope Tesla hangs in there -- I think we all do -- but they still have a 
tough road ahead.  They may look like Apple in some ways, but t's not a 
given that they'll succeed long-term the same way Apple has.  Still, I think 
they're our best chance to see EVs kept alive here in the US through the 
next decade.

David Roden - Akron, Ohio, USA
EVDL Administrator

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