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https://www.wsj.com/video/ford-ceo-on-apple-google-and-elon-musk/B6D8BC45-1C4A-45D3-97AC-933A57B76E31 https://www.wsj.com/video/ford-ceo-on-apple-google-and-elo
by TradingPlaces 3y ago
https://www.wsj.com/video/ford-ceo-on-apple-google-and-elon-musk/B6D8BC45-1C4A-45D3-97AC-933A57B76E31 https://www.wsj.com/video/ford-ceo-on-apple-google-and-elon-...
Transcript:
WSJ Joanna Stern: GM recently announced that it's ditching Apple CarPlay.
Ford CEO Jim Farley: Yeah, how about that?
JS: How about that? How does Ford think about this? I mean, are you going to follow suit?
JF: Okay, so I guess you've got two camps in the software interior car OEMs. Tesla, and now it turns out GM, and then others. We're in this other group. I think the first three software shippable content that's going to be cool for customers is not the interior digital experience. Although that will always be super important because it's a safety critical device and there's going to be a lot more going on inside a car than your phone. So the interior has to be really well done. But in terms of content, we kind of lost that battle 10 years ago. So get real with it because you're not going to make a ton of money on content inside the vehicle. It's going to be safety, security, partial autonomy, and productivity in our eyes. So that relationship for content is between you, the Wall Street Journal, and the customer. I don't want to get in the middle of that, but Tesla and other companies believe differently. They want to have a complete control over the interior experience, and we don't think it's differentiating. 70% of our Ford customers in the U.S. are Apple customers. Why would I go to an Apple customer and say, "Good luck"? That doesn't seem customer-centric. And Apple does a really good job.