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I think the conversation misses the fact that Apple has become a world leader in logistics and manufacturing scaling. They literally ramp up production in less

I think the conversation misses the fact that Apple has become a world leader in logistics and manufacturing scaling. They literally ramp up production in less than a year and producing 100's of millions of new widgets that they distribute internationally and they successfully make sure that they get depleted by September each year. (You never find old apple inventory). These are competitive advantages that apply to the car industry as well.

seanmcdirmid 3y ago
They heavily rely on Chinese and other Asian partners for that. While that is great for the tech stack, the tariffs involved make it not likely that they will make their car in China, and will have to work with existing automotive supply chains far away from the centers they are currently leveraging. Their experience still counts, but the advantage isn't as overwhelming as if they were producing another iWidget.