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> I doubt they can reach Tesla level vertically integrated manufacturing capability without a similar culture. Apple is not a manufacturing company. With their
by 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 agoApple 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 agoYeah, 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.