Comment by hattmall
8 hours ago
An Apple car would be crazy expensive to develop and not really a guaranteed sell at all. There's millions of people that are very loyal to Apple of iPhone and wearable but going to an Apple car is a HUGE jump.
8 hours ago
An Apple car would be crazy expensive to develop and not really a guaranteed sell at all. There's millions of people that are very loyal to Apple of iPhone and wearable but going to an Apple car is a HUGE jump.
Quantum leap CarPlay/Siri could be a big win but, even as an Apple fan in general, have no particular interest in an Apple Car absent things like self-driving that blow everyone else out of the water--which seems a pretty big ask.
Also, what would the margin be?
They could probably do full development from scratch for under $10 bil if they were frugal and patient, or more if they want to go fast, and farm first product out to a manufacturing house like magna. This is their MO already (they don't want to own a plant).
In the current era, it's probably cheaper to develop a car then to build out sufficient AI datacenters - which is also a negative ROI segment today for AI companies.
> In the current era, it's probably cheaper to develop a car then to build out sufficient AI datacenters
You're almost certainly right, and this is a good way to show just how remarkably big the AI buildout is.