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.
As first mover, Apple still generates the bulk of profits in the smartphone space globally. In our view, Tesla could do the same in the #autonomous space, certainly in the US and perhaps elsewhere as well.
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