Apple has a problem with leadership. When managers aren't buying into a vision, mostly because it's murky at best, that is a big problem.
SV hubris believing you can go into any industry and disrupt the incompetent incumbents is laughable. FB found this out with phones and it sounds like Apple and Google are now figuring it out with cars.
The Netflix idea works here too: Apple and Google have to become more like GM and BMW before GM and BMW become more like Apple and Google. GM will have an awesome electric with a better range than a Tesla Model 3 this year! If they ever figure out aesthetics and software they will win.
Finally this article highlights what Musk has done at Tesla. They are the closest SV company to actually figure out manufacturing. It still remains to be seen but if they do it Tesla will be the market leader in cars.
Apple has a problem with leadership. When managers aren't buying into a vision, mostly because it's murky at best, that is a big problem.
SV hubris believing you can go into any industry and disrupt the incompetent incumbents is laughable. FB found this out with phones and it sounds like Apple and Google are now figuring it out with cars.
The Netflix idea works here too: Apple and Google have to become more like GM and BMW before GM and BMW become more like Apple and Google. GM will have an awesome electric with a better range than a Tesla Model 3 this year! If they ever figure out aesthetics and software they will win.
Finally this article highlights what Musk has done at Tesla. They are the closest SV company to actually figure out manufacturing. It still remains to be seen but if they do it Tesla will be the market leader in cars.