larryjw

What we might be seeing is the seeding of EV engineers, going from company to company, and perhaps coming back again -- the equivalent of horizontal gene transfer. 

The extent to which NDAs are not hindering this transfer might be interesting to know. 

kerrymill said:

“ Apple has no experience in its history that suggests it's capable of being a successful car company.”
I’m pretty sure that’s almost exactly what they said about Apple making a cell phone.

True. But with the number of new EV car company startups, all undercapitalized, I would think Apple would be in a better position. 

And, who knows, maybe these new startups exist simply to be bought out by the likes of Apple. 

Since the government always comes to the rescue of the moneyed class, my bets are, when BItCoin collapses, our taxes will be used to prop it up.

I don't know the likelihood of an Apple Car every getting lift-off, but this air-taxi company Schwekutsch jumped ship for seems even more speculative. 

Would such information be useful? 

I certainly would want to know. At this point all we hear is speculation from people who don't have any more information than the general public does. 

How much of the shortage is due to the pandemic and why? Where along the supply chain has the kinks arisen? Is JIT part of the problem? Has the demand simply outpaced the supply. Was this going to happen anyway but simply accelerated due to Covid? Is the industry's problem the lack of skilled staff? Where should resources be placed to fix the problems?

We saw similar problems of shortages in responding to the pandemic: PPE equipment, syringes, vials, masks, data feeds, tests, IV bags, ventilators, etc. 

You can't solve problems with wishful thinking and making stuff up.