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Apple Car: Bad Idea After All

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Re: Apple Car: Bad Idea After All

#2
Possible CarPlay expansion aside--I can't even summon up a good devil's advocate argument for this.

I was having a discussion over the weekend over where Apple goes next with respect to hardware. I think my money is on AR if the many technical limitations can be overcome. There are also the social issues but as with many other things, I suspect a lot of people would be willing to put up with even more ubiquitous cameras in exchange for convenience whether you like it or not.

Re: Apple Car: Bad Idea After All

#3
This is a disappointing read, zero insight into objectives beyond an EV for end consumers.

There is so much more to consider - progressing Carplay integration, demand for processing/sensing, partnerships, building knowledge, etc. Take the Sony Vision S for example, that was never intended to be a produced vehicle.

Re: Apple Car: Bad Idea After All

#4
Automotive EE here… any article that talks about Tesla’s financials even indirectly and it does not immediately mention how much money they make by selling carbon credits back to GM Ford and Stellantis can pay immediately be disregarded.

A casual look at the numbers doesn’t explain much. But if you look at that 7% margin, and realize that Tesla is nearly doubling that with carbon credit sales which are 100% margin. It changes the picture.

Anyone else has a car they make 7% minus buying credits to be able to sell more in California. Tesla sells a car they make more. Without the carbon program Tesla would drastically have to change its model, which will be interesting because everyone is selling their own EVs and won’t need to buy as many credits soon.

It makes no sense for Apple to get into vehicles for 20 reasons, this is just one. They’re way too late.

Re: Apple Car: Bad Idea After All

#5
The Polestar 2 feels like what an 'Apple car' would be like, to me. It seems to have a giant Android tablet in the middle console. Looks pretty smooth and tasteful overall but I can't summon up any excitement for it.

Re: Apple Car: Bad Idea After All

#6
post #2

Possible CarPlay expansion aside--I can't even summon up a good devil's advocate argument for this. I was having a discussion over the weekend over where Apple goes next with respect to hardware. I think my money is on AR if the many technical limitations can be overcome. There are also the social issues but as with many other things, I suspect a lot of people would be willing to put up with even more ubiquitous came…

Setting aside technicals issues as a huge caveat, the promise of AR is massive. I'm actually somewhat surprised that we're not seeing more AR focused media to prime people to the possibilities (but maybe we're just too early).

Re: Apple Car: Bad Idea After All

#7

Automotive EE here… any article that talks about Tesla’s financials even indirectly and it does not immediately mention how much money they make by selling carbon credits back to GM Ford and Stellantis can pay immediately be disregarded. A casual look at the numbers doesn’t explain much. But if you look at that 7% margin, and realize that Tesla is nearly doubling that with carbon credit sales which are 100% margin. I…

Wouldn’t people have said the same with mp3 players back in the day.

Honestly the biggest challenge will be manufacturing. Apple likes to surprise folks, how do you surprise them when you’ve got to build massive new factories

Re: Apple Car: Bad Idea After All

#8
A full Apple Car has always seemed unrealistic to me. Cars are a fundamentally different industry then consumer electronics and software. Apple would be starting from scratch, and facing a lot of entrenched competition with huge budgets and infrastructure.

And for what? What could Apple do that GM, Toyota, or Tesla couldn't? Maybe a better UX for the dashboard. And while many car UXs are absolutely terrible, improving them isn't some insurmountable challenge for existing manufacturers. And besides, Apple could just expand carplay and partner with car manufacturers, which seems like it would work better for everyone involved.

Re: Apple Car: Bad Idea After All

#9
post #7

Automotive EE here… any article that talks about Tesla’s financials even indirectly and it does not immediately mention how much money they make by selling carbon credits back to GM Ford and Stellantis can pay immediately be disregarded. A casual look at the numbers doesn’t explain much. But if you look at that 7% margin, and realize that Tesla is nearly doubling that with carbon credit sales which are 100% margin. I…

Wouldn’t people have said the same with mp3 players back in the day. Honestly the biggest challenge will be manufacturing. Apple likes to surprise folks, how do you surprise them when you’ve got to build massive new factories

> the biggest challenge will be manufacturing

Don't underestimate the challenge here. Making an MP3 player is not that different from making a computer. Making a car is very, very different.

Re: Apple Car: Bad Idea After All

#10
post #5

The Polestar 2 feels like what an 'Apple car' would be like, to me. It seems to have a giant Android tablet in the middle console. Looks pretty smooth and tasteful overall but I can't summon up any excitement for it.

I own a relatively early Polestar 2 in the UK. It has been plagued with software problems, including a software update failing and bricking the car, requiring 3 different volvo techs to come and unbrick it.

Even with Google helping on the software!

Even now I'm stuck on 2.0 for some reason (2.2 is the latest in the UK). No idea why. Cant face the call to Polestar support and the inevitable reply of "Take it to a vovlo dealer".

The car itself is an absolutel monster. Love it to bits. The software not so much.

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