i have no doubt it could be a successful product. I just don't see it translating into quadrupling the market cap. TSLA is barely profitable and has been at it for a decade plus. I think apple could bypass a lot of the issues tesla had and probably wouldn't have the liquidity issues that plagued tesla. My guess is that for it to be super profitable, they would have to go after the mass market instead of luxury which means smaller margins, exposure to supply chain issues, and it could affect the perception of the brand in a way they might not want, all for an unproven product if the goal is to maximize profits. My guess is that the apple car is more like a symbol of innovation for apple. More like a statement to say they did it, probably gonna be limited edition luxury type of situation especially at first.Good questions I don't have an answer for but I have no reason to doubt that Tim Cook is going to execute.
Dude mastered how to keep his customers inside the walled garden and expanding.
I would be more concerned about the threat from AAPL if I was into TSLA then the other way around.
All this to say, i think the apple car has a decent chance at being successful in the long-term but even with that, the odds of them going to an 11T market cap using that path vs the odds of AMC briefly hitting 100$ at some point within the next 60 months based on the technical setup...AMC has more chance imo.
Last thing on apple, im thinking they go into the space exploration a la spacex/amazon within the next 10 years. Either way, interesting convo
