
Horace Dediu: Is Apple Done With Mobility?
Ride AI
Apple's Car Industry Venture Analysis
Exploring Apple's market sizing strategy in the car industry, comparing challenges and opportunities with their phone business. Delving into the implications of reinventing the car industry with a focus on short lifecycles, affordable pricing, margins, and distribution. Analyzing Apple's target market, internal processes, concerns about competition, and the role of smartphones in the future of mobility.
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