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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

#661

Post by iancmceachern »

starfallg wrote: post #641
ska wrote: post #416

Earlier quoted context omitted.

That's not a disclaimer. That's (part of) the indications for use, which is a term of art. These are inherently narrowing statements, and they are in place to constrain what the company can market a device as, and gives the FDA a stick to beat you with if you aren't careful about this. If you follow the submission you'll also see they were granted approval to market as a de-novo filing as a class II device, so it's n…

>Even for a smallish software only project like this, it means they had to set up all the basic infrastructure and have it audited. They also wrote a ton of formal engineering process documentation, a full design history file, etc. These skills at least are pretty transferable. That's like saying English is a transferable skill. Domain knowledge is what counts here. It's the same reason medical device makers don't tr…

I'm am engineer working in both spaces for 20 years. They do carry over. The principles are the same - much of it came out of the aerospace programs of the 50s, 60s and 70s.

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

#662

Post by iancmceachern »

starfallg wrote: post #641
ska wrote: post #416

Earlier quoted context omitted.

That's not a disclaimer. That's (part of) the indications for use, which is a term of art. These are inherently narrowing statements, and they are in place to constrain what the company can market a device as, and gives the FDA a stick to beat you with if you aren't careful about this. If you follow the submission you'll also see they were granted approval to market as a de-novo filing as a class II device, so it's n…

>Even for a smallish software only project like this, it means they had to set up all the basic infrastructure and have it audited. They also wrote a ton of formal engineering process documentation, a full design history file, etc. These skills at least are pretty transferable. That's like saying English is a transferable skill. Domain knowledge is what counts here. It's the same reason medical device makers don't tr…

English is a transferable skill, learning new languages is a skill also, being a successful bi or tri lingual person is a skill.

There are many many engineering and manufacturing companies who specialize in being suppliers for regulated industries. Like machine shops that specialize in aerospace, medical and automotive parts. Electronics manufacturers that do the same. At that level its more about process control and running a smooth operation and not the specifics of the application.

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

#663

Post by jariel »

ethbr0 wrote: post #117
jariel wrote: post #62

Earlier quoted context omitted.

All of that is true, but cars are huge in terms of complexity, the types of labour/supply chains, distribution, etc. etc.. I guess they are the company to 'try it' but really it's a monster bet. It'd be interesting if they have an 'angle' that allows them to start small, possibly with a specific kind of public transport or closed-system solution for urban transport, with entities like Dubai (i.e. cash flush) buying i…

The angle would be treating it as a new front in the war with Google and Microsoft. Car = game console = phone = laptop Just another platform to own, so that one might control and tax users there-on.

That's a point on a strategy slide, not the 'angle' that gives them an entry point into the market.

It doesn't make design/manufacture/distribute cars - a massively complex thing - any easier.

It's very hard to enter markets against big incumbents, there needs to be some kind of approach.

Apple can expect to lose a lot of money for a very long time unless they are doing something tangential.

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

#664

Post by ethbr0 »

enos_feedler wrote: post #608
ethbr0 wrote: post #605

Earlier quoted context omitted.

There is. But are you saying that: "the risk that Toyota, with demonstrated volume manufacturing prowess, is unable to pivot into a new class of vehicles" is greater than "the risk that a new manufacturer, with no track record of volume automotive manufacturing, can create a product and manufacture it in volume"? That was my original contention and where I feel the market is mispricing risk.

Yes. Because there is theory and case studies to back how often a company like Toyota will fail to pivot

That's arguing only critically examining one side.

How many theories and case studies are there documenting how a company failed to execute something it's never done before, and has no competency at?

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

#665

Post by rconti »

tlapinsk wrote: post #361
rconti wrote: post #300

Earlier quoted context omitted.

BMW did this, too, starting with the E90 3 series, if I remember correctly. It's awful, because in almost every car I drive, and especially in BMWs (E92 and the E70 X5 I own now), the steering wheel blocks the top of the speedometer and the turn signals entirely. The "modern" turn signal sounds are too soft to be heard over music, and the switch itself is stateless. I think BMW finally gave up on it for their newer m…

You can try adjusting the height of the steering wheel? I run into the same issue in my E90 335d, but it's by choice as it's where I like the steering wheel to sit in relation to my seat position. Very much agreed on the feeling and weight of the stalks. By far the best in the business. Especially for knowing the difference between a lane change vs. turn signal

Yeah that's exactly it. I run the wheel as low as it goes, it would have to be really high for the whole cluster to be visible. Thankfully I have the HUD which I use for speed, but it does not show turn signal indicators.

I have a Z3M where I can see all the instruments perfectly, but that's just because the steering wheel is fixed and much higher than I'd like.

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

#666

Post by kingnothing »

Redoubts wrote: post #491
freeone3000 wrote: post #383

Earlier quoted context omitted.

How did apple differentiate their card from the competition? I don't see any reason I should prefer it to my amex.

Well, amex is pretty good in features and experience end to end. In comparison, the Uber card was garbage as it's just a badged Barclay Bank card with shitty apps and an awful purchase notification implementation. But usually the rewards are all anyone cares about, and the Apple Card is decidedly mediocre and pell mell here.

2% back on all purchases made via contactless is pretty decent for someone who doesn't want to think about which card to use at the restaurant vs pharmacy vs grocery store.

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

#667

Post by kingnothing »

freeone3000 wrote: post #383
Bud wrote: post #334

Earlier quoted context omitted.

That's because you don't have the faintest idea of how Apple differentiated their card from the competition.

How did apple differentiate their card from the competition? I don't see any reason I should prefer it to my amex.

I still use my Amex most of the time, but Apple's app for paying your card has amazing UX. The bill is presented clearly, the amount of interest you may pay is clear, due dates are always consistent, etc. It's a bunch of small things that add up to a great experience. And there is absolutely no moat, any other bank could copy it, but they haven't yet.

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

#668

Post by kingnothing »

haberman wrote: post #146
modeless wrote: post #69

Earlier quoted context omitted.

> Having one display off to the side, without buttons, that does everything is an awful experience in a car I have to strongly disagree with this. The touchscreen is great for the vast majority of things it replaces. The only physical controls I ever miss are for temperature (which is a very minor complaint) and windshield wipers (though I would also accept auto wipers that actually work). I do think the UI smoothnes…

Somewhat ironically, the physical controls for the turns signals are by far the worst part of the whole Tesla UI. I've had my Model 3 for over two years now, and I still cannot reliably cancel a turn signal, or "soft push" the signal so it only blinks 3 times. It's infuriating to inadvertently signal left, then right, then left again, as you frantically try to just cancel the turn signal. I'm broadcasting confusion a…

As a counterpoint, I absolutely love the turn signals in my Model 3. I always thought BMW had the best turn signals (which are functionally identical to Tesla's), and was thrilled to see that Tesla took the same approach.

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

#669

Post by kingnothing »

light_hue_1 wrote: post #170
themaninthedark wrote: post #143

Earlier quoted context omitted.

How well does voice control handle outside noise? Torrential downpours, sleet/hail? If the windows start to fog during one of those situations, taking your attention off the road to look and swipe is very dangerous. Edit to add: Is the voice processing being handled on board? If not, then if your signal fails....

> How well does voice control handle outside noise? Torrential downpours, sleet/hail? The Model 3 at least is remarkably quiet; hard rain and street noise and dampened a lot. To the point where we felt it was almost eerie the first time we took it home. Voice recognition has been perfect in all conditions.

Do you have a 2021 model with dual pane windows? The Model 3 objectively has a noisier cabin at highway speed than anything else in its class.

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

#670

Post by gamblor956 »

krolley wrote: post #620
gamblor956 wrote: post #505

Earlier quoted context omitted.

It's "literally all" of the profit because Tesla controls the timing and amount of credits sold each quarter, and adjusted the sales of credits so that it could make the "4 consecutive quarters" profitability threshold for making the S&P500 rather than selling them all in one quarter as they did in the past. Profits are not fungible. Companies can, and do, determine profit and loss separately for each line of busines…

What is the upside to being on S&P? What were they on before, Nasdaq? What is the material difference? Genuine question.

There isn't an upside. Theoretically it means that certain investment vehicles must buy shares of your company. But they do so from the open market; not from offerings.

Otherwise, it's just a matter of prestige: the S&P lists are just the X largest (by stock value) profitable publicly traded companies.

The difference between S&P X00 and Nasdaq: S&P is just a list of publicly traded companies; it is not a stock exchange. Nasdaq is an actual stock exchange, like the NYSE.

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