barthrh

twolf2919 said:

Literally everything you wrote in support of Fisker also holds for Rivian.  Although I think it very unlikely that Apple will buy any car company, Rivian would be a better fit for Apple for one simple reason: they have indicated, many times, they like to control/make all the critical components of of their products.  Fisker doesn't even make their own cars - they're produced by Magna-Steyr in Austria!  Rivian makes its own cars and has developed its own related technologies (e.g. the  motors that now drive  most of their newer vehicles).

But Munster is not the smartest tool in the shed.  He just throws stuff onto a wall and hopes something sticks.  He previously forecast Apple will produce a TV for christ sake.

If anything, Apple pairing up with a platform like Magna through an investment or partnership is the best play. I believe that EVs will become a very fractured market, much more so than ICE cars, because you can just build an experience atop a platform. Buy the battery, drivetrain, framework from a Magna, then you add the experience. We are already seeing tech companies announcing cars. The platform builders would offer a flexible array of options so that you can build a sports car, laid-back SUV, or small urban putter. It'll make for way more reliable cars, unlike so many of today's cars where they look great, but you need to be ready to for lots of garage time (most British and Italian cars?). Just look at the Supra vs. the Z4. Built on the same platform, share most of their DNA, but each manufacturer made it into something unique with design and execution tweaks.

Apple needs to get in on the platform business to get CarPlay and core electronics into these cars.