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This is too early to say but i am keeping my hopes with Apple car reasonable. I doubt they can reach Tesla level vertically integrated manufacturing capability

This is too early to say but i am keeping my hopes with Apple car reasonable. I doubt they can reach Tesla level vertically integrated manufacturing capability without a similar culture. Tesla in 2023 itself is going to be on a different level as the new cells, structural design and probably a few acquisitions in mining work out. But, competition is good and the richest corporation in the world can hopefully create something new and help accelerate the transition to EV based systems. It will be difficult to ignore autonomy for regulators when all the big cos in the world have very good working versions and pressurize them at least for urban areas.

treis 6y ago
I was pretty dubious about it as well, but after thinking about it more I'm fairly bullish. I don't see the coming out with a better product. But there's a lot of people out there that will buy Apple products even if they are "objectively" worse. An Apple car will appeal to certain people and will probably be a status symbol. I think it will sell decently well. And looking at Tesla's valuation it will be great for their stock price. Even a mild success will add 100s of billions to their market cap.
dangoor 6y ago
> I doubt they can reach Tesla level vertically integrated manufacturing capability without a similar culture. Apple is not a manufacturing company. With their existing products, they are vertically integrated in _design_ from SOCs to the software. I would expect to see a similar trajectory with the cars. They'll design a lot of the pieces, but won't manufacture any of it.
- mattnewton 6y ago
  Apple is also a giant pile of cash; in a way that’s hard to reason about because they could theoretically turn that cash into buying several small companies with manufacturing capabilities outright, or effectively buying them by buying all their business and capacity for years in advance.
  - dangoor 6y ago
    Yeah, the latter approach has been what they've done with the iPhone. They don't buy the companies, just have contracts for all of their capacity.

treis 6y ago

I was pretty dubious about it as well, but after thinking about it more I'm fairly bullish. I don't see the coming out with a better product. But there's a lot of people out there that will buy Apple products even if they are "objectively" worse. An Apple car will appeal to certain people and will probably be a status symbol. I think it will sell decently well. And looking at Tesla's valuation it will be great for their stock price. Even a mild success will add 100s of billions to their market cap.

dangoor 6y ago

> I doubt they can reach Tesla level vertically integrated manufacturing capability without a similar culture. Apple is not a manufacturing company. With their existing products, they are vertically integrated in _design_ from SOCs to the software. I would expect to see a similar trajectory with the cars. They'll design a lot of the pieces, but won't manufacture any of it.

mattnewton 6y ago
Apple is also a giant pile of cash; in a way that’s hard to reason about because they could theoretically turn that cash into buying several small companies with manufacturing capabilities outright, or effectively buying them by buying all their business and capacity for years in advance.
- dangoor 6y ago
  Yeah, the latter approach has been what they've done with the iPhone. They don't buy the companies, just have contracts for all of their capacity.