The Operating System
45 Strategy, Bets & Moats Principle

The Open-Source Strategy

Sharing key technologies on purpose to grow markets and speed up industry development.

Musk strategically shares key technologies to grow markets and accelerate industry development, recognizing that some innovations create more value when widely adopted.

  1. 2014. Tesla patents released, making all EV technology available to competitors.
  2. 2013. Hyperloop design published with complete technical specifications.
  3. 2023. Tesla Supercharger network opened to other manufacturers, establishing the NACS standard.

The EV market grew approximately 10x faster after Tesla’s patent release, creating a larger overall market that benefited Tesla despite increased competition. In emerging industries, growing the total market often matters more than market share.

It also positions Musk’s companies as industry leaders and standard-setters, with influence over the direction of entire sectors.