515: The Elder Programmer Look

Topics covered
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Episode Highlights
Tech Challenges
Apple's self-driving car project, often referred to as Project Titan, faces significant challenges in its development phase. highlights the premature shift from research and development to product design, questioning the feasibility of creating a car without a steering wheel or pedals when the technology isn't ready 1. He compares it to wanting a product that allows levitation, emphasizing the gap between ambition and current technological capabilities 2.
You cannot make a car without steering wheel or pedals until it can drive itself.
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The discussion underscores the need for Apple to focus on foundational R&D before advancing to product development.
Business Models
The potential business model for Apple's car project raises questions about service revenue and subscriptions. and John discuss the likelihood of Apple incorporating a subscription model similar to Volvo's, where customers pay a monthly fee for access to a car and related services 3. This approach aligns with Apple's recent trend of integrating service revenue into their products, though it may not appeal to all consumers.
If Apple comes out with a car, there will be service revenue associated with it because that's what modern Apple does.
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The conversation also touches on the pricing strategy, with concerns about Apple's potential to overprice their cars, making them inaccessible to the average consumer 4.
Strategic Fit
Apple's entry into the automotive market is seen as both a challenge and an opportunity. John argues that manufacturing cars aligns with Apple's strengths in creating high-quality products and navigating complex regulations 5. However, questions the strategic fit, pondering whether Apple truly needs to enter the automotive industry given its complexities and the potential impact on their core business 6.
If Apple made a good car product, I believe that they could figure out how to sell it, how to service it.
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The debate reflects on Apple's brand identity, balancing premium product offerings with market accessibility, and whether they can replicate their success in the tech industry within the automotive sector 7.
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