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Apple, will not make a car. They will make carOS, the UX that is built into other companies' cars. Basically, they will build software, the steering wheel, the

Apple, will not make a car. They will make carOS, the UX that is built into other companies' cars. Basically, they will build software, the steering wheel, the whole from dash, maybe even a backseat interface, and internal software (excluding hardware drivers), and standardize the UX across every automaker. Kinda like what Android did for phones, but Apple will enforce stricter regulations for carOS.

jb1991 6y ago
You say this with such an air of authority, but obviously you are only guessing. Unless you can cite your convictions.
- yazaddaruvala 6y ago
  As you say, it’s obvious I’m speculating so I don’t see why it bothers you. But don’t worry you’re not alone. Many people in my life find this same trait problematic :) My motivation: Me stating my speculation with “such an air of authority” is just me betting my publicly logged reputation on the final result. I might be wrong, I might be right, none of us know today. This makes it more interesting for me. Additionally, the confidence with which I write down my speculation let’s me in 5years look back at my comments and better calibrating my ability to speculate.
silentsea90 6y ago
Do you think car makers will give up the space to Apple OS so easily? Android if anything is more conducive to using in a car setting, but I suspect that car makers would want to keep their OS/marketplace profits for themselves
- yazaddaruvala 6y ago
  When it comes to cars, TSLA is following AAPLs iPhone story and they are around 2011. Note: cars have a longer shelf life. 20 years vs 6 years for phones. And typical turnaround is more like 10 years vs 3 years. Apple and Android dominated the phone industry in a decade. TSLA and “the second OS/UX” will dominate that industry in 30 years. Everyone now understands that Tesla will not just be another competitor in the automobile industry they have usurped the throne while everyone else was guarding the doors. There needs to be “an Android” to counterbalance and unite the industry. Otherwise automakers that don’t partner with “the second OS/UX” will dwindle and stop existing. Eg BBM, Nokia, Palm. Meanwhile, Samsung was an early adopter and is holding strong (counter example HTC, also an early adopter but dead). Like HTC vs Samsung vs Motorola vs Pixel, there will still be competition for best manufacturing and performance. Automakers that adopt the unified OS/UX, will need to make sure they don’t lose that game like HTC. If the players in the auto industry don’t see this, they have already lost. Meanwhile, it might not be AAPL to make the unified OS/UX. However, they were willing to do it with Apple Card and insurance. Partner with Goldman or (whatever my iPhone loan thing is) and provide an amazing UX. They also have tons of consumer trust and it helps get their foot into the auto market, getting the benefits (Siri, iOS apps, Maps, self driving) without taking on the risks.
  - silentsea90 6y ago
    I suspect it'll more likely be android than apple to balance Tesla, given their cross hardware open source credentials.
nceqs3 6y ago
comma.ai seems like a likely acquisition for Apple.
adrr 6y ago
Apple isn’t a software company. They are a hardware company that focuses on software to showcase their hardware. They are the opposite of Microsoft which is a software company that makes hardware to showcase their software. I can’t even run the later safari on a non apple product.
- yazaddaruvala 6y ago
  Apple isn’t a software company and it isn’t a hardware company. Apple is a merchant of “good will”[1]. It does this by creating then selling long term trust. In the words of Steve Jobs and Tim Cook, “we build products because we love them” and “we build products we would recommend to our friends and family”. Today Apple has the luxury to be exclusive. When they didn’t, they released iTunes and Safari on Windows. Today they are even becoming a “health company”. Don’t be surprised when Apple starts to create implants and prosthetics. All this to say, Apple will do whatever they want as long as it has product market fit and they can be proud of having built it. [1] good will - as it is defined by capitalism and consumerism, not in an ethical sense. Including pretending/trying to be ethical when it aligns with capitalistic “good will”.
  - adrr 6y ago
    They can create goodwill by creating a browser that can i run on a VM for my smoke tests.

jb1991 6y ago

You say this with such an air of authority, but obviously you are only guessing. Unless you can cite your convictions.

yazaddaruvala 6y ago
As you say, it’s obvious I’m speculating so I don’t see why it bothers you. But don’t worry you’re not alone. Many people in my life find this same trait problematic :) My motivation: Me stating my speculation with “such an air of authority” is just me betting my publicly logged reputation on the final result. I might be wrong, I might be right, none of us know today. This makes it more interesting for me. Additionally, the confidence with which I write down my speculation let’s me in 5years look back at my comments and better calibrating my ability to speculate.

silentsea90 6y ago

Do you think car makers will give up the space to Apple OS so easily? Android if anything is more conducive to using in a car setting, but I suspect that car makers would want to keep their OS/marketplace profits for themselves

yazaddaruvala 6y ago
When it comes to cars, TSLA is following AAPLs iPhone story and they are around 2011. Note: cars have a longer shelf life. 20 years vs 6 years for phones. And typical turnaround is more like 10 years vs 3 years. Apple and Android dominated the phone industry in a decade. TSLA and “the second OS/UX” will dominate that industry in 30 years. Everyone now understands that Tesla will not just be another competitor in the automobile industry they have usurped the throne while everyone else was guarding the doors. There needs to be “an Android” to counterbalance and unite the industry. Otherwise automakers that don’t partner with “the second OS/UX” will dwindle and stop existing. Eg BBM, Nokia, Palm. Meanwhile, Samsung was an early adopter and is holding strong (counter example HTC, also an early adopter but dead). Like HTC vs Samsung vs Motorola vs Pixel, there will still be competition for best manufacturing and performance. Automakers that adopt the unified OS/UX, will need to make sure they don’t lose that game like HTC. If the players in the auto industry don’t see this, they have already lost. Meanwhile, it might not be AAPL to make the unified OS/UX. However, they were willing to do it with Apple Card and insurance. Partner with Goldman or (whatever my iPhone loan thing is) and provide an amazing UX. They also have tons of consumer trust and it helps get their foot into the auto market, getting the benefits (Siri, iOS apps, Maps, self driving) without taking on the risks.
- silentsea90 6y ago
  I suspect it'll more likely be android than apple to balance Tesla, given their cross hardware open source credentials.

nceqs3 6y ago

comma.ai seems like a likely acquisition for Apple.

adrr 6y ago

Apple isn’t a software company. They are a hardware company that focuses on software to showcase their hardware. They are the opposite of Microsoft which is a software company that makes hardware to showcase their software. I can’t even run the later safari on a non apple product.

yazaddaruvala 6y ago
Apple isn’t a software company and it isn’t a hardware company. Apple is a merchant of “good will”[1]. It does this by creating then selling long term trust. In the words of Steve Jobs and Tim Cook, “we build products because we love them” and “we build products we would recommend to our friends and family”. Today Apple has the luxury to be exclusive. When they didn’t, they released iTunes and Safari on Windows. Today they are even becoming a “health company”. Don’t be surprised when Apple starts to create implants and prosthetics. All this to say, Apple will do whatever they want as long as it has product market fit and they can be proud of having built it. [1] good will - as it is defined by capitalism and consumerism, not in an ethical sense. Including pretending/trying to be ethical when it aligns with capitalistic “good will”.
- adrr 6y ago
  They can create goodwill by creating a browser that can i run on a VM for my smoke tests.