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Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

reuters.com

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Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#281
post #184
post #139

Earlier quoted context omitted.

> I'm also not sure what Apple's edge here is. At this point all I really want out of an entertainment center is a screen for my phone to plug into. Apple has been doing CarPlay for years. If they do at least as well with the rest of the interior they’ll have an edge over most luxury cars today.

That's my point. They can improve the car experience through Carplay and the iPhone. There's no point in manufacturing the entire car. And ultimately buttons and entertainment centers only move the needle for relatively comparable cars. Apple would first have to get as good at Toyota et al at building the rest of the car before a better UX can win.

What other market is large enough for apple to enter? That’s the real question that needs to be answered because if there is no other viable market to deploy their capital then disrupting transportation is a good pick.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#282

This is starting to make increasingly more sense even though Apple making a car seemed laughable a few years ago. Apple is fundamentally now a company that can move immense amounts of capital into new industries with the underlying ethos of user experience. Apple Card was perhaps a dipping of the toes moment. In theory, Tesla shouldn't be worth what it is because the tech behind it is increasingly getting commoditize…

>Apple Card was perhaps a dipping of the toes moment

Was it really? Dozens of companies have credit cards. Walmart, Uber, Paypal, Venmo, Best Buy, Amazon...it didn't real strike me as big things happening when Apple announced their credit card.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#283

Would Apple be required to make their car parts interchangeable with the generic aftermarket brands and car service centers? IIRC there is a law specifically for car manufacturing. I can imagine a dystopian future with custom non-standard parts, specialist repair centers, restrictions on what you can do with it, Apple being able to track everywhere we go, what we listen to, who is with us, and establishing a network…

I can't even begin to imagine how a walled garden for a car would look like. Perhaps there are examples from already existing car manufacturers.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#284

Earlier quoted context omitted.

> The biggest lesson from Tesla is that cars are not cellphones. Having one display off to the side, without buttons, that does everything is an awful experience in a car. This is both the most functional and most beautiful design choice I've ever experienced. My favorite part of my Model 3. You quickly come to realize that voice control does everything and that you should never have to reach for a button or fiddle w…

The thing is the car is not my butler. I shouldn't say to my car what I want the car to do, I should do it. Also, I listen to loud music when I drive. Imagine you are driving and the kids start activating car functions because it's fun. Thanks but no thanks.

Just so you know, the way you talk to a tesla is via a physical button on the steering wheel.

When you press it, music pauses/dims, so loud music isn't going to get in the way of you being heard. Kids can't just yell "car, do X" because they can't hit the button on the steering wheel.

There are valid reasons to dislike voice-controls, but the ones you've picked are not issues with the specific system in question.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#285
If I was an Apple shareholder (I guess I am, indirectly through Berkshire), this would piss me off. Apple is in a very good business. Cars are a terrible business. Just compare Apple’s margins to any car company. Also, it’s really hard to move into a business that is widely outside your core competency. It can be done, but the effort is huge, and I suspect the median track record is poor.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#286

Earlier quoted context omitted.

"In theory, Tesla shouldn't be worth what it is because the tech behind it is increasingly getting commoditized (though they work hard to stay slightly ahead). But people love Tesla and it's the first choice EV because they've really thought through the UX of a semi-self driving car EV thoroughly". No need to theorize at this point. Plenty have pointed out how overinflated Teslas value is at this point. It's pretty m…

Have you driven Tesla and other comparable EV's? From my experience, Tesla's tech (I drive a VW) is ahead of their competition pretty handily. The new Ford Mustang Mach looks competitive, but even that is still at least 9 months away. The VW id4 EV is sold out, and they are taking pre-orders for the next batch. Tesla has first mover advantage when it comes to mass market EV's. It's not just cult of personality.

If even Ford is able to deliver something close to Tesla, this is big proof that they don't have anything unique to offer.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#287

Would Apple be required to make their car parts interchangeable with the generic aftermarket brands and car service centers? IIRC there is a law specifically for car manufacturing. I can imagine a dystopian future with custom non-standard parts, specialist repair centers, restrictions on what you can do with it, Apple being able to track everywhere we go, what we listen to, who is with us, and establishing a network…

Specialist repair centres and a policy against out of brand repairs is something Tesla has done already.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#288

Earlier quoted context omitted.

I have an Apple Card, I'm unsure of what immense capital they're pouring into it with an underlying ethos of user experience.

RE: User experience - best card I’ve ever used. Integrates with my watch and phone in such a way that I don’t even have to pull it out to pay. Can dispute charges with a single text. Easy to see full details of spending and billing. The cash back pays for my monthly Apple One account too.

Apple Pay has not very much to do with the Apple card. Apple Pay is a logical extension of contactless, which has been available around the world for years.

The world moved to chip&pin at least 5 years ago and moved to contactless for small money amounts (Apple & Google's changes for CC are mostly in the tokenization standard, building the backends for issuers.

The Apple Card is a US only need, because the US is stuck on chip&sign and Visa/MC have been unable to force the retailers to replace their ancient POS equipment. Plus big retailers don't like not having access to the full PAN of an account and tracking customers.

Re: Apple targets car production by 2024, eyes ‘next level’ battery tech: sources

#289

Apple, will not make a car. They will make carOS, the UX that is built into other companies' cars. Basically, they will build software, the steering wheel, the whole from dash, maybe even a backseat interface, and internal software (excluding hardware drivers), and standardize the UX across every automaker. Kinda like what Android did for phones, but Apple will enforce stricter regulations for carOS.

comma.ai seems like a likely acquisition for Apple.
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