- There is a bit of brand dissonance in “Apple and Kia”.
- But it makes sense if Hyundai/Kia is willing to give up control to Apple, the thing Apple likes the best.
- Any way you slice it, we are many years off of seeing the Apple Car. There is no short-term thesis related to the Apple Car.
- Apple’s tech stack is now so deep, they are less a tech company, and more a platform for rolling off new devices.
- Apple Car is best seen as an Apple Watch-type product: something that starts out small and grows incrementally year after year.
For further details see:
Apple And Kia: A Long Drive To The Finish Line