121–130 of 992 posts
I really wonder if Lucid was positioned to be bought by Apple.
It's a strategic, capability building project for Saudi Arabia.
They want to turn the country into the AI / advanced manufacturing / software development hub of the Middle East and they need an innovative brand that can help to attract talent and foreign investment.
Good. This was an idea that never made any sense to me. It’s high overhead/low-margin and requires infrastructure, sales and after-sales support that just aren’t aligned with how Apple does business. It’s one thing to create a new car company (even tho those attempts usually fail), it’s another to purposefully take it on as a business line when your existing business groups prints money and have 40%+ margins. Especia…
If you look at the market cap of Ferrari, it's not crazy why Apple was considering this. They could maybe sell 4k cars a year and increase their market cap by $100B (~3.5%). You could potentially have some shop hand build them and not have crazy cap-ex or infrastructure. I don't think Apple was planning to take on Tesla in the mass market - that would've been a pretty strange move, I agree.
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If you look at the market cap of Ferrari, it's not crazy why Apple was considering this. They could maybe sell 4k cars a year and increase their market cap by $100B (~3.5%). You could potentially have some shop hand build them and not have crazy cap-ex or infrastructure. I don't think Apple was planning to take on Tesla in the mass market - that would've been a pretty strange move, I agree.
Ferrari's value is driven more by merchandising than by car sales. Even if a hypothetical Apple car did well, that wouldn't drive billions in sales of Apple branded jackets, hats, luggage, shot glasses, etc.
I'd love some retro apple "lifestyle" gear, throwback porsche racing jacket would be clutch right now with the yoots
I would also really like if they will make an electric skateboard, or some kind of personal electric vehicle.
I was always rather puzzled by the car. I can’t see them ever competing even with the small makers like Jaguar or Polestar or Lamborghini. They’re certainly not going to take on Ford or Mazda or Honda. The idea of making the infotainment guts is interesting but I can’t see any carmaker giving up that much control. If they don’t like CarPlay they’d never like full Apple infotainment. Sure Apple could do ADAS stuff, bu…
Car manufacturers must be coming around on CarPlay. I made a purchasing decision largely because one of the car suitable cars supported wireless CarPlay.
Ford, on the other hand, came out and said that they lost that battle 10 years ago and are going to keep them.
It's insane how many companies went down the "full self driving by 2020" rabbit hole.
Now everyone's diving straight into the "full AGI by 2025" hole. Which, to be fair, would solve the "full self-driving" problem as a pure side-effect, I guess.
This is a smart move. Apple seems so far behind in generative AI it's making Google look innovative.
Weird thing to say about the company that will be the definitive LLM once Pro 1.5 is available with its million tokens. I can’t even imagine what ultra 1.5 will bring.
The fact of the matter is it remains to be seen how smart either model will be.
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> Apple seems so far behind in generative AI Apple is a best-in-class second mover. With the clusterfuck that has been generative AI (from OpenAI’s corporate drama to Google renaming and reörganizing their products every fifteen minutes) this seems prescient, with the only savvy player so far being Microsoft.
> Apple is a best-in-class second mover. Apple's biggest successes have come from being the first mover in a brand new space. Apple II, Macintosh, iPod, iPhone, iPad, Airpods, Watch were all category defining rather than "me too" products. In fact Apple is terrible at throwing its hat into an already crowded space, and doubly so when it comes to software.
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But what's it for? I can tell what an electric car is for, can you tell me what "generative AI" is for? A car can transport goods and people, really good non-deterministic typeahead is just.. well, I don't know what I'd use it for, do you? EDIT: what I really mean is what makes people think this is a commercially viable thing to spend time and money on? Like, say one of these companies hits some magic jackpot and dis…
> can you tell me what "generative AI" is for? Better keyboard text prediction and power management. A competent Siri.