Discover and read the best of Twitter Threads about #TM

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Happily for $TSLA investors, @tim_cook missed the reincarnation of $AAPL when @elonmusk approached him while experiencing “production hell” with the Model3. An #EV is the ultimate mobile device.
#Tesla took a leaf from #Apple’s business plan when it designed its own #AI chip. Apple designed its own smartphone chip when #QCOM was catering to Motorola, Nokia, and Ericsson, none of which understood that phones could and would become smart.
#Tesla dropped $NVDA, not because its GPUs missed the move toward #autonomous, but because the design cycle of $GM, $BMW, & #TM was 4-5 years longer than that for Tesla. Catering to large auto manufacturers, Nvidia was not moving fast enough for Tesla.
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