These companies do not have nearly the same value proposition relative their intended market as Apple did.
BYD or Tesla are still just cars. An iPhone completely changed what a "phone" was. And did so in a way that required the rest of the industry to take time to replicate.
BYD is more just Toyota. Which is awesome for BYD. I realize that a lot of people would like to be "just" Toyota in their market. But it's not the same as being Apple.
Tesla? Yeah, they're nothing like Apple. Maybe if they delivered on FSD? But even then, it's not like Apple. Apple made something that no one else was working on as more than maybe a research project. Tesla FSD development doesn't have the same advantage. Everyone is working on FSD. Since we're American, we're hoping Tesla, (or one of the big three), gets it first. But that's more of a hope, not necessarily the way things will pan out.
That's the essential difference between Tesla and Apple. Apple doesn't talk a big game. In fact, they famously and frustratingly say nothing at all. They just deliver. Tesla is still talking about FSD.
> Since we're American, we're hoping Tesla, (or one of the big three), gets it first. But that's more of a hope, not necessarily the way things will pan out.
And in the FSD space I don’t think there is much first mover advantage anyway. The iPhone came out of left field. The path to FSD has been highly iterative with many steps taken by a bunch of different players.
Even if Tesla gets FSD first, it won’t be much longer before others get it to and they’ll all be roughly the same interface and feature set.
iPhone was significantly different than what was there before and as you or somebody said, nobody else was working on anything similar. It was a different business model—one that took away substantial power from the cell phone carriers and turned the phone into a software platform on par with a regular computer. It turned carriers into dumb pipes and they hated that!
FSD doesn’t really change the fundamental business model of any car manufacturers out there. It’s just another feature for the same familiar players to sell.
What would throw a wrench in the existing crop of manufacturers would be street legal FSD cars you could order on Amazon for a fraction of the cost or something. Ones made by the same crew that make all the other random flee market brands sold there. Or maybe if the whole market switched to on-demand pay per mile service with a completely vertically integrated company—but even then I don’t think that upsets the apple cart too much.
I don't understand where this trust comes from. Just like any other large company, Apple will not stand up for your civil rights when it seriously threatens the bottom line.
Nah.
These companies do not have nearly the same value proposition relative their intended market as Apple did.
BYD or Tesla are still just cars. An iPhone completely changed what a "phone" was. And did so in a way that required the rest of the industry to take time to replicate.
BYD is more just Toyota. Which is awesome for BYD. I realize that a lot of people would like to be "just" Toyota in their market. But it's not the same as being Apple.
Tesla? Yeah, they're nothing like Apple. Maybe if they delivered on FSD? But even then, it's not like Apple. Apple made something that no one else was working on as more than maybe a research project. Tesla FSD development doesn't have the same advantage. Everyone is working on FSD. Since we're American, we're hoping Tesla, (or one of the big three), gets it first. But that's more of a hope, not necessarily the way things will pan out.
That's the essential difference between Tesla and Apple. Apple doesn't talk a big game. In fact, they famously and frustratingly say nothing at all. They just deliver. Tesla is still talking about FSD.
> Since we're American, we're hoping Tesla, (or one of the big three), gets it first. But that's more of a hope, not necessarily the way things will pan out.
And in the FSD space I don’t think there is much first mover advantage anyway. The iPhone came out of left field. The path to FSD has been highly iterative with many steps taken by a bunch of different players.
Even if Tesla gets FSD first, it won’t be much longer before others get it to and they’ll all be roughly the same interface and feature set.
iPhone was significantly different than what was there before and as you or somebody said, nobody else was working on anything similar. It was a different business model—one that took away substantial power from the cell phone carriers and turned the phone into a software platform on par with a regular computer. It turned carriers into dumb pipes and they hated that!
FSD doesn’t really change the fundamental business model of any car manufacturers out there. It’s just another feature for the same familiar players to sell.
What would throw a wrench in the existing crop of manufacturers would be street legal FSD cars you could order on Amazon for a fraction of the cost or something. Ones made by the same crew that make all the other random flee market brands sold there. Or maybe if the whole market switched to on-demand pay per mile service with a completely vertically integrated company—but even then I don’t think that upsets the apple cart too much.
Bet everyone has a different prespective. And thats what makes this world amazing. One is really free to pick any.
I respectfully disagree.
Tesla is run by a bigot, far right extremist. I would never send money to them, no matter their offerings.
Not so with Apple.
I don't understand where this trust comes from. Just like any other large company, Apple will not stand up for your civil rights when it seriously threatens the bottom line.
Good grief. Yes, Musk is a raging asshole. But so soon we apparently forget that Jobs was also a raging asshole.
China