[mwint]

My pet theory is that Apple won’t produce a car; rather, they’ll produce a car cockpit. A kit of standard, high quality parts, comprising everything a driver touches. So Ford would make a car, Apple would make the screen, steering wheel, mirrors, etc. Might be a trim level or package on existing car models.

Every time I drive an unfamiliar car, I see so much opportunity for an Apple-like company to fix the UX of infotainment and quality feel of volume dials, etc.

This might be the way everyone else can catch up to Tesla’s UX. Yes, Tesla has issues, but their dang touchscreen doesn’t have a half second input delay.

[nhumrich]

The biggest problem with this theory is that it is so opposite of how apple does things. Apple always controls the entire stack.

[mwint]

Agree, but they've also done things like CarPlay. They obviously saw a problem to solve there; I think it wouldn't be hard at all to see them produce first-party CarPlay hardware.