Jan 3, 2015
JRP3 Apple Automobile Company :wink:�
Jan 3, 2015
ScepticMatt lol
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Jan 3, 2015
Auzie �
Jan 3, 2015
Asphalt&Battery Maybe the apple stickers people put on their cars that comes with all their gizmos is a sign of things to come...
Not�
Jan 3, 2015
yobigd20 My iPhone 6 Plus crashes and resets about a dozen times a day...�
Jan 3, 2015
ecarfan And Apple can't fix that or replace it? If I had that problem I would just get it replaced. I've always had great service from Apple.
My wife and I have each owned an iPhone 6+ for a few months now. Zero crashes, zero lockups, zero problems. We have tons of apps installed and use them constantly.
We've owned iPhones and iPads for years. I can't recall the last time one of them crashed. I've gone for over a year without an OSX problem on my MacBook Air. And I rarely do a hard reboot as Apple recommends to do regularly.�
Jan 3, 2015
liuping That is absolutely not normal, unless you jail broke it.
Take it to a Genius Bar. They can check the logs. It may be a hardware issue, or some bad software.
My iPhone 6+ has not crashed once since I got it when they first came out.�
Jan 3, 2015
Auzie As this whole rumour is started by TESLAROX, the credibility of what is stated largely rests on TESLAROX's credibility, as anyone can sign up to this forum and start posting.
Few examples of past TESLAROX's posts:
12-8-2014 Former Tesla engineer confirms they are currently working on AWD Supercar and truck.
15-9-2014 I'm betting we'll see the AWD Model S supercar in stores before we see the X. At a much higher price point with far fewer cars sold, this would allow Tesla to do some real-world testing of the front motor before releasing AWD in huge volume with the X.
?�
Jan 3, 2015
JRP3 TSLAROX did not indicate a takeover/merger or meeting.�
Jan 3, 2015
Auzie All discussion here is a speculation. I was just curious about the meeting that TESLAROX mentioned.
�
Jan 3, 2015
TSLAopt TSLAROX,
Do you think Tesla will show us anything at North American Auto Show?�
Jan 3, 2015
tezco Boy, I wouldn't want to be a johnny-come-lately in this market ,with the traditional automakers beginning to develop momentum, particularly if I had zero experience building cars. Setting up your heavy manufacturing in China can also prove problematic--just ask Cessna and Cirrus. But, hey, if you wanted to pick up some stock in both companies on the cheap--a rumor such as this might help.�
Jan 3, 2015
drinkerofkoolaid If Apple is partnering with Tesla, It is far more likely Apple is investing in Tesla's supply chain rather than trying to buy Tesla. Apple may not be required to disclose certain types of investment in Tesla. One of Apple's many strengths is its supply chain management. Tesla's Electric Vehicles and Apple's computers/ iPhones have more in common than many people realize.�
Jan 3, 2015
TSLAROX No idea. Sorry.�
Feb 9, 2015
Muskol Article from Business Insider seems to support this rumour:
Apple employee: We're working on something that will 'give Tesla a run for its money' - Yahoo Finance�
Feb 9, 2015
hockeythug Strange timing the "source" reached out so close to earnings.�
Feb 10, 2015
djplong Where is Apple hiding the factory? The batteries? ANY of the know-how to put out a *CAR*? Look what it took for Tesla to put out the Roadster.
And I'm supposed to believe that Apple has a PRAYER at this? They haven't manufactured anything bigger than a BREADBOX (ok, some of their screens are bigger, but lots thinner).
Don't get me wrong - I *like* Apple. I have an iPhone 6 Plus as does my wife and I got her an iPad Air 2 for Christmas. But to think a consumer electronics maker could just "put out a car"? Who WRITES this stuff?�
Feb 10, 2015
sandpiper I suspect they're only talking about the "connected car" aspect of the Tesla. There is no way that Apple is coming out with a car.�
Feb 10, 2015
SteveG3 Or this could be simply made up FUD from shorts out the week of earnings and 2015 guidance to try to help their positions. A claim of an email from one unnamed employee? meh.
In in the infamous Jim Cramer video where he talked about hedge fund tactic of pushing hard to get made up bs into media coverage he specifically mentioned making stuff up
about Apple as appealing because they don't comment on rumors.
Time me will tell, but for now, meh.�
Feb 16, 2015
anticitizen13.7 Would there be any technological compatibility issues with Apple buying Tesla?
Apple devices run OS X and iOS, which are Apple's flavors of *nix. Tesla uses Linux.
If Apple were to buy Tesla, would Apple eventually try to make all Teslas run OS X? What would that do for backwards compatibility and future software updates?�
Feb 16, 2015
Dutchie Rumours are mounting...
Apple 'Could' Be About To Buy Tesla For $75bn�
Feb 17, 2015
Clprenz I think this is a possibility. I don't think Apple is trying to design/make their own cars... They may be looking into autonomous tech.
I think in the next couple months Apple will buy Mobileye (MBLY) Which would cost them about $7bn at least. - seems like the typical lucrative Apple business plan.�
Feb 18, 2015
voyager Why would Apple want to take such a risk, except maybe for having a big war chest?
Apple: Rumors of EV to Challenge Tesla or Buying Tesla - Page 10�
Mar 10, 2015
Dutchie Shareholders want Apple to buy Tesla
Apples shareholders really want Tim Cook to buy Tesla | The Verge�
Mar 10, 2015
ecarfan I am an APPL shareholder and I definitely do not want it to buy TSLA. Bad idea for both parties.�
Mar 11, 2015
muleferg Yes its true. I talked to Brian Williams today. He said he has one. 4/1/2015
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Mar 19, 2015
fadkar I will sell our Tesla the second it gets acquired by a greedy company like Apple. Apple and Tesla have two completely different models of doing business. I highly doubt Elon would give up Tesla.�
Mar 19, 2015
aarons23 This has been rumored before and I do not think Elon would ever give up his company. I think if anything Apple may ink a deal for batteries for the devices they make but that's about all the further it will go.�
Mar 19, 2015
TEG (drifting off topic, sorry...)
Mine either... But I wish they would make the contacts / phone app work in landscape mode.
Safari, email, messages work in landscape mode, but the Phone app doesn't.
I jokingly think it must take a board action to make any changes to the phone app since it is the 'core' of their bread and butter.
If someone broke the ability to place/receive calls then it would be disaster. But still, I mount the phone in my car in landscape mode for nav/maps & such, and it sucks when an incoming call comes in sideways.�
Mar 19, 2015
Johan Yeah I hate it with people come at you sideways
Also I agree there is not good reason for the "phone app" not to work in landscape mode.�
Jan 23, 2016
Quant Apple Needs to Buy Tesla! Why ? Will Elon Sell ? How could it be structured ?
IMO, Apple will be missing a very important inflection point in the auto, EV and autonomous driving/ride sharing industries, IF Apple does NOT make some key decisions now !
1. The window of opportunity to launch an EV for the masses is now max 2-3 years away.
2. Apple's in-house Titan project will NOT get it done, or allow Apple to launch within this time window of opportunity.
3. Given Apple's size, market cap, growth rate, and new industries it can enter, Financial Services has not worked in a huge way that will contribute to billions in revenue anytime soon! The wearables market ( watch and health within it) also has not worked in a huge way for Apple yet!
4. The auto and related industries is one of the really big market pies that is ready for innovation in both hardware and software. BUT, critically it is ALSO different ! Highly doubtful sub- contracting assembly as in phones, iPads etc will ever work with cars. Apple will need both manufacturing expertise, and manufacturing capacity and footprint for a global effort.
5. A JV with the likes of a BMW is definitely AN option , but what's in it for BMW? And, they will have to share the market and revenues, and also solve the issue of branding and come up with an answer for battery supply for a mass market product line of EV's. And while this is in progress in such a scenario, what happens to BMW's core ICE based business and dealer base....let alone the balance sheet and current P&L and cash flow for BMW !!! Apple will not have to deal with a legacy ICE business or resolve any current branding issues, compared to potential JV partner like BMW.
6. Just like GOOG, Apple has the opportunity to restructure the corporation like the GOOG/ Alphabet organization structure. This would then allow Apple to do an acquisition and give free rein to another CEO within Apple ( if, say TSLA auto was acquired ).
7. Will Elon sell ? IF so, will he sell both Tesla Motors automotive AND Tesla Energy. Will Apple want both ? Will the purchase price be TOO high for both ?
8. All of the above issues/ questions IMO, has to be seriously considered by Apple NOW !
9. IF Apple does decide to try to work a deal with Elon then will GOOG ( given the close personal relationship between Elon and Larry Page ) generate a competitive strategic situation for GOOG. After all, it's not like there are other ready made potential acquisitions with production experience and capacity, on the cusp of going mass market with EV's and EV batteries.
10. Elon has said that he will NOT sell any shares and that he will be the LAST one to sell. Given this, the only way Elon can monetize his ownership of Tesla is through a sale to Apple or Google, or some other auto industry buyer.
All of the above issues are of strategic importance to both Apple and Google, and IMO the time to decide is within the next 12 months.�
Jan 23, 2016
ecarfan Apple Needs to Buy Tesla! Why ? Will Elon Sell ? How could it be structured ?
This has been discussed endlessly in multiple threads. Here's just one of them: Rumor: Apple buying Tesla�
Jan 23, 2016
Quant Ok, that's fine. Thanks !
However, are you suggesting that since in your opinion, it's been " discussed endlessly " that it should no longer be discussed or that further discussion of it is pointless or a waste ??
The fact is that with the head of Apple's Titan now leaving, and GM 's Bolt unveiling and 200 mile range ( unclear under what scenario ) , Apple can now no longer wait to launch their own branded car in 2019 or later .
So, the situational dynamics have changed meaningfully and Apple may be on the crossroads of continuing with their past strategy or making a course correction.
In addition, the whole Alphabet reorg also has some implications for how Apple could also manage their build vs buy decision,�
Jan 23, 2016
bonnie I don't think he's saying not to discuss it further. But it is helpful when discussions continue in existing threads. That way a lot of information isn't repeated & continuity is maintained.�
Jan 23, 2016
ecarfan Thank you Bonnie.
@Quant, I am in no way saying that this topic should not be discussed. I am saying that there is no reason to start a brand new thread when there are multiple existing threads on the same topic.
And as you can see, your post has been merged with a very lengthy existing topic on the issue of whether or not Apple should buy Tesla and what the likelihood of it happening is.
So, carry on...�
Jan 23, 2016
Quant Sure, I agree it's fine to add it to an existing thread. I hadn't seen this thread pop up recently, so I was unaware of it.
However, in the business world ( say at a meeting ) , when someone says something has been discussed endlessly, they are indeed suggesting that the discussion needs to come to an end. Oftentimes, it also is suggestive that someone needs to make a decision and move on from the discussion stage. And , sometimes it is a sign of exasperation.
Just moving to an existing thread, IMO , does not equate or suggest that something has been discussed endlessly.
- - - Updated - - -
Ok, thanks for the clarification. Much appreciated. Also, suggest this thread or some other appropriate alternative thread, be moved to Investor Discussions, where it is, IMO, a better fit relative to the audience.�
Jan 23, 2016
electracity If Tesla ran into big problems is would most likely become part of Alphabet. A good fit technically, as well as personally. Musk as already been backed by Larry Page several times.
I'm not sure how you have the information to evaluate Apple's current EV effort.�
Jan 23, 2016
Quant Only that :
1. Apple has no actual car assembly production facilities yet ( they have not bought any production equipment ).
2. They have not yet announced any outsourcing or JV deal for production yet. Any deal with BMW would have to be annouced because both the unionized German factory workers would require it ( and how brand management would work between Apple and BMW in such a hypothetical scenario ) and the dealer network would go bananas if BMW Production went the direct sales route.
3. No EV battery in house production capacity or plans underway for production and no EV battery deal announced yet.
All of these are about 3 year lead time deals. Panasonic is not going to supply batteries to them. And , it looks like LG Chem is now booked up.
So, that' gives us enough to work with.....I think. 2019 or later deliveries , at best. Time Window of opportunity closing fast.�
Jan 23, 2016
pmadflyer I thought Google almost bought Tesla in 2013 when the Model S sales didn't take off as expected. Elon had met with Page several times and the week the lawyers were to be involved, the sales took off.�
Jan 23, 2016
mrElbe I hope that Tesla stays independent. If Apple acquires Tesla, manufacturing will be moved off shore and I wouldn't put it past them to change the tire valves to a proprietary design so that you would have to buy air from the iTunes store and get it pumped in at the Apple store.�
Jan 23, 2016
danielp I really hope Tesla stays independent of those two companies and any other really for as long as possible. Other than for short term TSLA gains I can't see this as being good.
Edit: I'll clarify by adding that I see this as bad because culturally Tesla is quite different to Google and Apple. It will loose significant momentum being a part of either company. IMHO of course.�
Jan 23, 2016
Quant Man, that is funny ! You should be a writer for SNL !�
Jan 23, 2016
theone1 I highly doubt it..�
Jan 24, 2016
DriverOne Oh good. Another "Apple must do X or else DOOM" article. Apple has vastly more resources than Tesla, and incredible reach manufacturing chain. They have everything they need for Titan. If Apple were going to buy anything, BYD might be an interesting buy.
A JV with BMW, where BMW would manufacture cars for Apple. What's in it for BMW you ask? In that scenario, money. And an inside track with the worlds richest company.�
Jan 24, 2016
Quant 1. Yes, Apple has vastly more resources than Tesla.
2. Apple has everything they need for Titan ? Really ? What are you smoking ? Apple has never manufactured anything...all outsourced ....not to mention scale of EV batteries that will be required and the time lags involved in both...vs Foxconn for personal mobility devices that fit in your palm or your lap. Sometimes, I am truly amazed how many people sound like Trump.
3. A JV with BMW is possible , but the hurdles are HUGE Witt BMW's unions ( ever tried dealing with unions in Germany as a business person )?? And then, there's the current P & L and current cash flow driven by BMW dealers who sell the BMW Brand !!!! You are truly underestimating the difficulty level here and the tugs and pulls within the BMW ecosystem.
4. BYD...yes!!! That would make sense for Apple ! I agree.�
Feb 3, 2016
AmpedRealtor If TSLA drops any further it might become a good acquisition target for Apple. If Apple paid Elon's price and met all of Elon's conditions, I'm sure Elon would sell his stake in Tesla so he can focus on SpaceX. Elon already approached Apple and Google to buy Tesla in early 2013, what's to keep him from doing it again?�
Feb 3, 2016
ankitmishra Apple should concentrate on its products. It's products have mediocre of lately. If Apple is going to acquire Tesla it will be a dangerous event for humanity. Google is rumored of making Nexus phones by itself. If Google decides to go after premium priced phones, Apple will be needing all that cash it has to counter the blows of Google. The more products Apple is releasing, the more it is spreading itself thin. Don't come near Tesla. (my opinion)�
Feb 3, 2016
JRP3 Have those claims been confirmed as fact?�
Feb 3, 2016
ohmman No.�
Feb 3, 2016
Lump Tesla Motors CEO Elon Musk discusses his meeting with the acquisitions chief at Apple. He speaks with Betty Liu on Bloomberg Television�s �Bloomberg West.�
Elon Musk: Tesla Had Conversations With Apple - Bloomberg Business
Elon Musk Had a Deal to Sell Tesla to Google in 2013 - Bloomberg Business�
Feb 3, 2016
JRP3 Talking with Betty Liu Elon did not confirm that talks with Apple were about acquisition said acquisition is very unlikely.
Vance didn't provide any confirmation of his claims that I saw.�
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