Comment by twoodfin
6 hours ago
Right, but clearly the tech & regulatory environment was such that the use of a general purpose computer beyond the infotainment screens wasn’t going to add enough value.
If self-driving had worked, and a fully vertically integrated tech stack could have controlled your “mobile experience” end-to-end, maybe a different story.
“Siri, take me to pick up Grandma from her flight. Let me know when she lands and send her an iMessage when we’re five minutes away.”
I feel like your original comment was phrased as "Apple wouldn't build this", when in reality I think (we might mostly agree) is that they would build it ideally, but it might be too early or it might not be a good strategic business to be in.
Outside of the premium brand/build quality, I think Tesla was actually a successful proof of concept of what they could have done or could do. Computer/software-powered, battery-charged, integrated hardware/software, principled product tradeoffs, new retail model, advances in charging technology. Big parallels to the first iPhone. You even heard the same complaints from consumers when the first iphone came out ("I want my buttons/physical controls back", "The battery/range dies too quickly"). Apple may not want to be in the car business, but I think Tesla showed that cars could just be computers now
Indeed, Tesla is probably the bull case for an “Apple Car”. IIRC there were rumors a decade ago that Apple even considered buying Tesla rather than develop “Titan” entirely in-house.
But I think Tesla shows the limits of Apple’s approach in the car market: Imagine a Model S that is maybe 50% better across design, materials, features, UX. That’s still not a “leapfrog” product the way the iPhone was years ahead of the smartphone competition when it was launched. It couldn’t justify also being 50% more expensive.