george kaplan
About
- Username
- george kaplan
- Joined
- Visits
- 53
- Last Active
- Roles
- member
- Points
- 560
- Badges
- 1
- Posts
- 169
Reactions
-
Dubious supply chain report claims 'Apple Car' will arrive in September 2021
It occurred to me later the perfect analog to this story may be the expectation of an Apple TV.
For years, analysts (e.g., Gene Munster) were saying Apple *needed to* have its own, branded television. There were reams of client reports on Apple predicting such a TV, and much analysis after Apple events when no such TV was announced.
What *did* come to market, though, was AppleTV. Apple lets LG, Samsung, Vizio, etc make 3-10% of their televisions, and gets 25-30% on the AppleTV boxes.
The only difference here with “Apple Car” is the manufacturer would buy the product and build it into the car, instead of the end user adding it to the vehicle post-purchase. I envision a spec list of specific models of radar, lidar, and cameras, all connected to a proprietary brain which is analyzing the data with proprietary software. Somewhere in here is a value proposition which involves new technology or a different way of crunching the data which makes it equal or superior to systems like Tesla, but in a car from any brand other than Tesla.
A product like this has the potential to leapfrog some car brands years forward if their internal R&D is behind the competition on automation. Apple won’t get the 25-30% of margin like with AppleTV, but they’ll still do far better than the car manufacturer on the final sale.
-
Dubious supply chain report claims 'Apple Car' will arrive in September 2021
September 2021? Of course, Apple is going to suck all the oxygen out of the news media and completely overshadow the release of iPhone 13.Makes perfect sense.I still think it is less likely they will be in the low-margin business of building cars, but will create a better brain for safety and automation features. This will be something which can be licensed to different car manufacturers, as with CarPlay. Maybe their secret sauce is folding in an enhanced version of CarPlay with telematics and safety automations, some angle which makes Apple system better than the stock Mazda/Kia/VW in-house design.This could even be rolled out as the iPhone was, when it had an exclusive with AT&T for several years before it opened up to all carriers. Hyundai and Kia could pay to have the exclusive access to this tech, which provides a wave of publicity, and keeps Apple from having to focus on too many variables while the product is in its infancy.But none of this in September 20021...
-
Tim Cook responds to Facebook's attack ads with tweet about privacy
tedz98 said:
I wonder how many Facebook users would actually pay for an ad-free subscription?
That assumes anyone could trust Facebook. Time and again, the company has been caught doing things it promised it wouldn’t do.
-
Ecosia now a default search engine option on iOS, iPadOS, macOS
If I asked you a question and you answered me, YOU would be more popular than Bing. Microsoft has spent billions on it, it is the default engine in IE and Edge shipped on millions of Windows PCs, and Bing has slightly more than 1% of the search business.Beats said:What a sh**tty name but wow what a company. Would be cool if it become more popular than Bing. Can't see it becoming bigger than Google with that name, same for DuckDuckGo.
-
Apple, TSMC rumored to be working on chips for a Tesla-like 'Apple Car'
I would imagine Apple would have more interest in selling the chips to other car manufacturers than getting in the low-margin game of selling cars. This is a company which prides itself in keeping zero inventory of finished goods, which is not how cars are typically sold. The regulation as a manufacturer and as a seller would be radically different from the current business.
unless they build a car with built-in VR and you just think you’re going somewhere...
