Here's my two cents on Apple:
If Apple is very serious about building an electric car, the gigafactory is going to be a very important link in the chain for them to scale their production. There's only going to be so many batteries floating around. Here are my super naive thoughts on where I think we are going with the Tesla and Apple partnership:
- 2015 H2: Tesla announces that Apple has become a major investor in the company - will provide funds for current and any addition GFs around the world (main reason why they don't think they'll need another public offering, in addition to strong profit from S3X
- 2016 H1: Tesla announces that they will begin leveraging Apple stores to sell Tesla and Apple cars (Model S, Model X, Model 3)
- 2016 H2: Apple announces they are building a car - will partner with Tesla for drivetrain and batteries
- 2017 H1: Apple and Tesla will start marketing the living **** out of their cars respectively (Model 3 geared towards the everyday man, Apple car geared towards the more luxuriously minded)
- 2017 H2: The world begins to change as we know it




I'm crazy.