[rnantes]

I think we are seeing a 2 pronged change in the automotive space and I think Apple can contribute to both.

1. Consumer-owned Electric Cars with advanced AI safety and lane-keeping assist (Traditional Automakers)

2. Corporation-owned Fully Autonomous Vehicles as a service. (Waymo, Cruise etc)

The former Apple is already having its presence known with CarPlay and will continue to expand with its 'next generation' previewed at WWDC that can take over all screens in a car. I feel as though by 2026 when electric cars will be even more mainstream the Apple version of a Tesla will be less differentiated and not high margin enough.

The latter is a more ambitious and disruptive long term goal. It's harder to do right, but has a much greater upside. The Apple Car may actually be the Apple Car Service with custom autonomous driving hardware and software developed by Apple. The service would be highly integrated into Apple's exiting ecosystem and would bring with it the luxury and trust that people associate with the brand

Next Gen Carplay: https://arstechnica.com/gadgets/2022/06/apples-next-generati...