How electric cars can create the biggest disruption since the iPhone

It’s been 10 years since Apple unleashed a surge of innovation that upended the mobile phone industry. Electric cars, with a little help from ride-hailing and self-driving technology, could be about to pull the same trick on Big Oil.

The rise of Tesla and its rivals could be turbo charged by complementary services from Uber Technologies and Alphabet’s Waymo unit, just as the iPhone rode the app economy and fast mobile internet to decimate mobile phone giants like Nokia.

The culmination of these technologies — autonomous electric cars available on demand — could transform how people travel and confound predictions