tedz98
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Apple will start collecting 'Netflix tax' in September
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Apple pays record $100,500 to student who found Mac webcam hack
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Otterbox launches Premium Pro line of charging accessories
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BMW CFO says he sleeps 'very peacefully' in face of Apple Car threat
1. Tesla doesn’t generate profit from building cars. Their recent Bitcoin investment has yielded more profit than selling EVs. 2. Each car Tesla sells is a money looser. They are however making money selling carbon offsets. How long that can last I don’t know. 3. Tesla is as much a software company as they are a mechanical car manufacturer. Their software is their secret sauce that no one is even close to competing with. Integration of AI in the car as well as in super computers behind the scenes is unique and powerful and gives them great advantage. 4. Tesla should have outsourced physical production to a manufacturer who has been building cars for decades. Design the car, build and integrate the software but leave manufacturing to others. Even Elon Musk admits “production is hard.” I don’t see the advantage of vertical integration at Tesla. 5. Apple is as much in love with the physical design of their products as they are with their software. How many times do you hear the word “beautiful” at one of their events? They want their own physical platform. Just have someone else build it. And don’t fool yourself (Apple) into thinking the auto industry is as straightforward as you think it is.