331–340 of 699 posts
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…
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That’s Ok. A lot of people thought keyboards on phones were an absolute requirement too. Like with phones, having touch screen control everything provides extraordinary flexibility in rolling out new software features and ultimately improving UX. Remember this design is supposed to lead the way into an FSD future achieved through purely software updates. Whether they succeed in automating the majority of miles driven…
I have never felt safe using any touch screen while driving.
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> Apple is fundamentally now a company that can move immense amounts of capital into new industries with the underlying ethos of user experience. Also: insane supply-chain management chops, a skill that is more and more transferable - especially for electric cars.
Despite becoming more similar in recent years, the cell phone supply chain is still very different than the automotive supply chain. The number of parts/unit differs by an order of magnitude and so does the size and weight, not to mention manufacturing techniques and materials. These are capabilities, not so much skills, and they aren't as transferable as you may think. For instance, logistically things are very diff…
Apple has negliglible experience dealing with the raft of certifications and demonstrations of compliance that car manufacturers have to go through.
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.
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…
My opinion doesn't mean anything, but I think in 2030, Elon Musk will be the richest person in the world by an order of magnitude and Tesla will have the largest market cap in the world
Disclaimer - long TSLA and drive a model 3
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.
With the Apple community already treating their products as gold, Tesla cars will no longer be perceived as the premium product in the long run.
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…
Cars that charge with lighting port...
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…
I tell everyone I view Tesla as a software company first and that their tech was a decade ahead of other car makers. I think it will still take another 5-8 years for a traditional automotive manfacturer to get close. Apple, they could do it.
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Sure, but Apple had a revolutionary new product. They weren't that great at the nuts and bolts of making a phone, but it didn't matter because the concept of the iPhone was so much better than any phone out there. What is Apple going to bring to the car to match that?
You've completely missed it. Apple was manifestly incredibly great at the "nuts and bolts of making a phone". That's the entire lesson of the last 13 years and the most successful single product in world history.