Apple has a huge advantage by regularly dropping old tech and somehow forcing everyone into the new tech. A 2020 Windows computer can be cajoled into running DOS Wordperfect. That sounds great for compatibility but it has a pricetag in CPU die space and throughput. Code for Windows looks like crap. Code for the new M1 is cleaner. So even if there was no process advantage, Apple would be ahead with the near clean sheet M1. With two generations of process advantage, the M1 is a killer. It brings in the profit that Intel or AMD would normally make in house.
Tesla mirrors some of the kinds of advantages Apple has above. No huge legacy of thousands of different ICE cars to support. No legacy factories and contracts to support. And most importantly no costly dealers to support.
Somewhat OT, but since it may affect how people invest in TSLA my 2 cents here. The Apple/ Windows aka Microsoft comparison is not the relevant issue to look at. And the Apple / Tesla comparison is tenuous at best. Elon would probably dismiss it jokingly as he only can.
TLDR: invest in other than AAPL, there are better alternatives both financially and ethically.
Apple is keen on preserving its territory - walled garden of devices and apps for its established clientele, mostly. Abusing its ownership of the iPhone store to charge exorbitant 30% tax on developers (who often offered their base version for free on Android).
Microsoft same, EXCEPT that it is has taken huge steps beyond its old comfort zone/ strategy (everything Windows, ha ha, bye bye Ballmer). Instead it has opened Windows to Linux big time, a threat to Apple - many Apple users like the Apple OS because it being a Unix variant it had it easy providing Unix tools and development environments.
One could argue that Microsoft should have developed an M1 like alternative, not. They rightly chose to use their resources developing their cloud offering, taking as big a bite out of AWS (the cash cow and tech achievement of AMZN), battling it out with Oracle, Google, IBM et al. Apple's answer on that front? iCloud? meh ... needs oCloud (for open cloud, not cloud for Apple devices only, tough one).
Windows vs Apple market share: 90 vs 10 % +- a few %. Apple will never run the tons of tech software that are running on Windows.
Microsoft probably could have done a deal re tech dev with Intel / AMD etc re basic hardware - maybe impossible/ too complicated.
The one company which hasn't executed/ done well is Intel. Much like ICE they decided to stick with their specialty (cookie cutter factories to produce their chips at hyper scale - gross simplification, I know). They declined to invest in cellphone tech, worst mistake ever.
And somewhat didn't keep up vs the Chinese chip makers (key to AMD's success).
My biggest gripe against Apple is their bonehead blindness to ethical issues they faced, and their reliance on keeping their customers ignorant of the realities of current computing tech. Ethical: couldn't save .1% of their d.rn profits to require their Chinese providers enforce basic labor laws, while they're making 20% or some such on hardware. Also docilely complied with the Chinese government, same as Yahoo re State surveillance. In contrast Google just refused to cooperate after trying hard to negotiate a compromise, and left China mainland out of principle.
The greatest accomplishment I will laud Apple for (Steve Jobs really) is having figured out a way, then forcing a break up of the crazy US cellphone carriers shared monopoly - first giving AT&T the iPhone exclusive as a first shot, dividing the consortium. The rest is history, it is easy nowadays to buy unlocked cellphones. That wasn't the case way back, if you remember.
Something our bought politicians and administrations haven't done as is their duty - had they prioritized the interests of the people and the right version of capitalism over their own personal gains.
Same that Tesla did for the EV/ energy industry.
Same as SpaceX's Starlink is hopefully going to do to the incumbent internet providers (also joint monopoly of sorts). The history of the internet is conveniently erased re-written. Recall that in the 90's the telcos were given huge incentives (add on to our phone bills) so they could invest and provide an internet connection nationwide to all. Short story version: they ended up NOT doing it of course, keeping the subsidies and getting out of their commitments by modifying their obligations post facto adding video or some such made up requirement.
For your amusement - this *is* Sunday, last day of rest before an epic TSLA episode. Go look for an Apple mission statement. LOL
Since there is already so much noise in this Forum discussion, let me add my own: there is NO way I can keep up with the torrent of comments here .. we need some sort of filter, keeping side discussions (like this one) out of the main thread.. OK if in secondary parallel streams for people who have the time...
To add something of value to the thread IF you have read so far: from what I have gleaned here and on Twitter and YouTube, the only new info
first reported here by mickle is that there may well be
continuous buying pressure for the next 42 days if you include secondary funds that need to buy just because their performance will now be compared to the S&P - which will now include TSLA.
Right now I predict a max SP in the range of 720 - 960 by year's end, possibly capped by a Stonk offering by the mother ship to prevent VW like weird gyrations.
Today's Sunday Nov 29. Tomorrow after hours the S&P drops its next announcement. I'm already all in @ 110%, only have a few Jan 21 500 and Sep 21 780 call options besides core shares, sigh
Let the fireworks begin!