Of all the SV tech giants (obviously Tesla excluded), Apple has the best DNA to build cars. They know how manufacture in scale. They know how build a vertical product. They have the cash to do it and they have a strong brand. But most importantly, if the world moves to a car-sharing car-hailing model of autonomous cars. Ultimately, it becomes a consumer mobile play. This is where both Google and Apple own that experi…
> Apple has the best DNA to build cars. They know how to manufacture in scale. Something tells me shipping your phones off to be built by other people in China and building your own auto assembly factories from scratch are two completely separate things.
Apple would likely do cars the way they do phones. So one of the barriers they will crack is Chinese-made cars being sold in the USA. And as a result, I expect that Apple's margins on cars will be triple those of North American manufacturers.