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> Apple can make an even better car than Tesla Paying a premium for Apple smartphones hardware and software is a thing, paying same percentage premium for a ca

> Apple can make an even better car than Tesla Paying a premium for Apple smartphones hardware and software is a thing, paying same percentage premium for a car is a lot different, it's a lot more money.

taylodl 4y ago
I cringe when I see statements like that. Apple has ZERO EXPERIENCE with automotive design, automotive manufacture, automotive distribution, automotive marketing, and automotive evolution. In other words, Apple KNOWS NOTHING ABOUT ANY ASPECT of the automotive industry. Whether Apple can make a car better than Tesla is a moot point - Tesla isn't able to make cars as well as the other global automakers. Their whole schtick was the EV drivetrain. That's what set them apart from everybody else. It was never build quality. Now that governments around the world are essentially mandating EV's the global automakers are now entering the market. They have the know-how and experience in all the other areas of automotive manufacture that Tesla does not. Bottom line: Tesla has had to come up-to-speed with the entirety of automotive manufacture and still aren't there. The global automotive manufacturers only have to come up to speed with an EV drivetrain, a drivetrain they've been experimenting with for years. Want to bet money on who's most likely to win the market? Apple would be fools to enter this market and their investors should howl if they were foolish enough to do so.
- twelve40 4y ago
  > Tesla isn't able to make cars as well as the other global automakers can you please point to where you found this data? > experience in all the other areas of automotive manufacture that Tesla does not I believe Tesla is still overvalued, but in 2022 they made 1.3 million cars, so dismissing them as amateurs is simply nonsensical. In 2023, they are a major car manufacturer with tons of experience with the entire process by now.
  - taylodl 4y ago
    Tesla's poor fit and finish has become legendary, certainly not up to snuff compared to other automakers at their price point. They're not even up to snuff compared to automakers making cars costing half as much. Another aspect of being an automaker for which Tesla is woefully behind on is service and repair. They've gotten away with it during their first few years because their sales were low and were to enthusiasts. Now things are going to be different because they're selling into the general market at a price point where the customers expectations have been set by the likes of Lexus, Audi, Mercedes, etc. They're going to have an interesting time should they get into an accident and need repairs. It's not uncommon for Tesla customers to have to wait weeks or even months for repairs. While 1.3 million cars is a decent amount, it pales to Toyota's 8 million cars - which they've been doing now for decades. That's a lot of experience Tesla doesn't have under their belt.
    - hnburnsy 4y ago
      Does it pale when compared to GM, which sold 70000 EVs in all of 2022?
      - taylodl 4y ago
        Which do you think is more important to the question of service and reliability - the fact that GM sold 6.5 million cars, trucks, and SUVs last year, which was a down year for them, or that they only sold 70,000 EV's? GM has been dealing with global supply chains for decades. GM has been dealing with auto unions for decades. GM has been dealing with service centers for decades. Who do you think can more quickly adapt to whom? GM to Tesla, or Tesla to GM?
AlexandrB 4y ago
I think many would happily pay it. Look at brands like Rolls Royce, Range Rover, or Maserati - I'd never pay that kind of premium for what they offer, but they still have a healthy market. The real question is whether the high-end car market is large enough for Apple to bother with.

taylodl 4y ago

I cringe when I see statements like that. Apple has ZERO EXPERIENCE with automotive design, automotive manufacture, automotive distribution, automotive marketing, and automotive evolution. In other words, Apple KNOWS NOTHING ABOUT ANY ASPECT of the automotive industry. Whether Apple can make a car better than Tesla is a moot point - Tesla isn't able to make cars as well as the other global automakers. Their whole schtick was the EV drivetrain. That's what set them apart from everybody else. It was never build quality. Now that governments around the world are essentially mandating EV's the global automakers are now entering the market. They have the know-how and experience in all the other areas of automotive manufacture that Tesla does not. Bottom line: Tesla has had to come up-to-speed with the entirety of automotive manufacture and still aren't there. The global automotive manufacturers only have to come up to speed with an EV drivetrain, a drivetrain they've been experimenting with for years. Want to bet money on who's most likely to win the market? Apple would be fools to enter this market and their investors should howl if they were foolish enough to do so.

twelve40 4y ago
> Tesla isn't able to make cars as well as the other global automakers can you please point to where you found this data? > experience in all the other areas of automotive manufacture that Tesla does not I believe Tesla is still overvalued, but in 2022 they made 1.3 million cars, so dismissing them as amateurs is simply nonsensical. In 2023, they are a major car manufacturer with tons of experience with the entire process by now.
- taylodl 4y ago
  Tesla's poor fit and finish has become legendary, certainly not up to snuff compared to other automakers at their price point. They're not even up to snuff compared to automakers making cars costing half as much. Another aspect of being an automaker for which Tesla is woefully behind on is service and repair. They've gotten away with it during their first few years because their sales were low and were to enthusiasts. Now things are going to be different because they're selling into the general market at a price point where the customers expectations have been set by the likes of Lexus, Audi, Mercedes, etc. They're going to have an interesting time should they get into an accident and need repairs. It's not uncommon for Tesla customers to have to wait weeks or even months for repairs. While 1.3 million cars is a decent amount, it pales to Toyota's 8 million cars - which they've been doing now for decades. That's a lot of experience Tesla doesn't have under their belt.
  - hnburnsy 4y ago
    Does it pale when compared to GM, which sold 70000 EVs in all of 2022?
    - taylodl 4y ago
      Which do you think is more important to the question of service and reliability - the fact that GM sold 6.5 million cars, trucks, and SUVs last year, which was a down year for them, or that they only sold 70,000 EV's? GM has been dealing with global supply chains for decades. GM has been dealing with auto unions for decades. GM has been dealing with service centers for decades. Who do you think can more quickly adapt to whom? GM to Tesla, or Tesla to GM?

AlexandrB 4y ago

I think many would happily pay it. Look at brands like Rolls Royce, Range Rover, or Maserati - I'd never pay that kind of premium for what they offer, but they still have a healthy market. The real question is whether the high-end car market is large enough for Apple to bother with.