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by jtraffic
2804 days ago
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>Auto executives say they need to avoid a nightmare tech scenario that’s become a common refrain at industry gatherings. They don’t want to become the next “handset makers”—commodity suppliers of hardware, helplessly watching all the profits flow to software makers like Apple Weird comparison since Apple has always made the lion’s share of profits from hardware. Also interesting contrast between big automakers and Tesla. I see Tesla as being in the hardware biz primarily |
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I disagree. Tesla is hardware + software just like Apple. And software (e.g. autopilot, self driving) is a significant part of Tesla's strategy, just like it is with Apple (e.g. iOS)