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> I'm really curious what Apple's differentiators will be. Really? Why are you not curious what the differentiator of all the car companies out there is? Why d

> I'm really curious what Apple's differentiators will be. Really? Why are you not curious what the differentiator of all the car companies out there is? Why don't we just have one car company? (Hint: There is so much demand, so many different tastes, budgets and features and regulation, that a single company will never serve all of them. Tesla is a niche product and I for one would never buy one) The iPhone was special in the regard that there simply was NO competition. We are not talking EV vs combustion (which was Tesla's main step, and even still, everyone knew EVs would work and how they work, but nobody was ready to fully commit to them yet). We are talking horses vs. cars. Apple managed to establish themselves in a market that most companies didn't even think exist... So no comparison here. All Tesla has done is make EVs more approachable and "cool" for the masses. However they have literally ZERO differentiator compared to established car companies. They are going to tank so hard stock wise in the next 10 years that investors will wonder what hit them.

modeless 6y ago
I'm not curious about other car companies because their products are on the market already and their differentiators are well known by everyone... > they have literally ZERO differentiator compared to established car companies. They are going to tank so hard stock wise Their stock is insanely overvalued, no argument there. But they have one of the largest installed and fastest growing DC charging networks, software that doesn't suck, and the most capable and fastest improving driver assist system enabled by a proprietary custom ASIC. That's far from "ZERO" differentiators, especially in a world where other manufacturers keep faceplanting on their software efforts over and over again.
- ethbr0 6y ago
  Also, incredibly well-integrated battery packs, a reliable source of batteries (at the volume they need), and various other ventures to amortize their EV-related costs over (e.g. Tesla Energy).
- novok 6y ago
  TBH they're pretty much the only car manufacturer that doesn't look like generic car interior with generic car exterior shape too.
j2bax 6y ago
Perhaps Tesla is the Blackberry of the car industry, waiting for Apple to show people what they've actually been waiting for in personal transportation. :P
- cacarr 6y ago
  More likely Apple Car is going to be the Apple Maps of the car industry, for a couple decades at least.

modeless 6y ago

I'm not curious about other car companies because their products are on the market already and their differentiators are well known by everyone... > they have literally ZERO differentiator compared to established car companies. They are going to tank so hard stock wise Their stock is insanely overvalued, no argument there. But they have one of the largest installed and fastest growing DC charging networks, software that doesn't suck, and the most capable and fastest improving driver assist system enabled by a proprietary custom ASIC. That's far from "ZERO" differentiators, especially in a world where other manufacturers keep faceplanting on their software efforts over and over again.

ethbr0 6y ago
Also, incredibly well-integrated battery packs, a reliable source of batteries (at the volume they need), and various other ventures to amortize their EV-related costs over (e.g. Tesla Energy).
novok 6y ago
TBH they're pretty much the only car manufacturer that doesn't look like generic car interior with generic car exterior shape too.

j2bax 6y ago

Perhaps Tesla is the Blackberry of the car industry, waiting for Apple to show people what they've actually been waiting for in personal transportation. :P

cacarr 6y ago
More likely Apple Car is going to be the Apple Maps of the car industry, for a couple decades at least.