Musk "eats melons" on the front line, some domestic car industry bigwigs praise it, some people are shocked, and some people take the opportunity to advertise.
On Tuesday, foreign media, citing people familiar with the matter, reported that Apple Inc. (Apple IncThe giant is terminating its decade-dormant EV manufacturing project while moving to generative AI. The news shocked the technology and automobile circles, and the bigwigs in the circle also expressed their opinions. Some people sighed, some liked, some were shocked, and some took the opportunity to advertise.
Overall, the capital market's knee-jerk reaction to the news was positive, and Apple's stock price increased instead of falling. During Tuesday's midday session, U.S. stocks fell nearly 09% of Apple's stock price continued to rise, rising more than 1% after midday; As of **, Apple reported 182$63, up 081%, market capitalization 2$8 trillion.
In the face of potential competitors withdrawing from the track, Tesla CEO Elon Musk rushed to the "melon-eating frontline" as soon as possible, and responded with an expression of "salute" and "cigarette light", allowing fans to interpret his connotative comments on their own.
Sawyer Merrett, an electric vehicle analyst, then commented in a post: "Apple has spent 10 years trying to make electric cars,It had $162 billion in cash reserves, but ultimately came to the conclusion that it was too difficult and that the profits were too small – even if it was priced at $100,000. According to Sawyer Merrrett, there are only two major automakers in the United States that have not gone bankrupt: Tesla and Ford. ”
Musk lamented the difficulty of building a car, and he responded to analysts' comments: "The natural state of a car company is death." ”
Since Apple's foray into the automotive industry, Musk has had a long-standing grudge with the company. In 2014, Apple officially began to explore the electric vehicle project, and in just one year it expanded its team to 1,000 people, including Tesla, Chrysler Automobiles, Volkswagen Group and other car companies, including former Tesla Vice President Chris Porritt.
Apple's fierce digging has sparked dissatisfaction with Musk, who has publicly dissed Apple, calling Apple "Tesla's grave" - all Tesla talents poached by Apple will go to mediocrity.
Genemunster, a well-known technology analyst and managing partner of Deepwater Asset Management, saidApple's abandonment of car building is "positive" for EV giant Tesla.
He was "shocked" by Apple's decision to end a decade-long program to explore electric vehicles, which he expected would have boosted Apple's revenue growth from around 5 percent to more than 15 percent. ”
However, the latest strategic choice is not all bad for Apple. Munster said the move signals Apple's increased focus on the field of industrial intelligence, which Apple has been studying behind closed doors in recent months.
"While the automotive industry has a greater long-term revenue opportunity for Apple than generative AI, the decision to terminate the car-building program does have benefits because it will increase the urgency for the company to do something profound in the generative AI space," he said. This is positive for Tesla. I've always believed that Apple is Tesla's biggest long-term competitor in the United States. ”
Li Xiang, CEO of Li AutoApplaud Apple's latest move. He pointed out that Apple's decision to abandon car building and focus on artificial intelligence is absolutely correct and the timing is also appropriate. He believes that artificial intelligence will become the top-level entrance to all devices, services, applications, and transactions, and Apple's battle.
"Apple will add $2 trillion to its market value if it is a car and it is a big success, but the necessary condition for the success of the car is still artificial intelligence," he said. The electrification of cars is the first half, and artificial intelligence is the final. ”
Li Xiang also said that the artificial intelligence extended by mobile phones is bits, and the artificial intelligence of cars is atoms, and artificial intelligence spans the digital world and the physical world. The three necessary conditions for the success of AI are talent, data, and computing power.
It is also trying to cross over from making mobile phones to making carsLei Jun, founder, chairman and CEO of Xiaomisaid "very shocked", and at the same time did not forget to sell a wave of advertisements for their Xiaomi cars. He posted on Weibo: I was very shocked when I saw this news! Xiaomi's strategy is "the whole ecology of people, cars and homes", we are well aware of the difficulty of building cars, and we still made an extremely firm strategic choice 3 years ago, and seriously built a good car for rice noodles!
He Xiaopeng, chairman of Xpeng Motorsalso expressed his surprise. He said that it was also discussed last year that all new entrants to the auto industry would be released in 2024, but except for Apple. The decade after 2024 will lead to the playoffs and All-Star breaks. But I didn't expect Apple to come out with such a card in 2024.
Zhou Hongyi, founder of 360 GroupFa** analyzed the reasons for Apple's cancellation of car manufacturing: Apple's dream of building a car in ten years has been shattered, and technology giants are taking advantage of the trend to do all in AI. The same is true for Apple, if it wants to reshape its business, transform its business, and build AI basic technology, it will first choose to apply on mobile phones and iPads, which is the root of Apple. He believes that "Apple's strategy is still very clever. He also speculated that "Apple may become an AI company in the future, not just a mobile phone company." ”
Liu Tao, Co-Chairman and CEO of Zhiji Autoposted on Weibo that "Apple's cancellation of the car is surprising and reasonable." Apple's past products have always been able to perfectly integrate extreme aesthetics with extreme technology. ”
At the same time, he also expressed his expectations for his own products, and also said that he would send a ** to talk about the efforts made by Zhiji Auto in the AI model: "Consumers of smart cars also need such products." This is also the goal of our efforts, to create a perfect combination of beauty and intelligent technology for users. Apple is concentrating its resources on generative AI, and AL is also the underlying competitiveness of smart cars in the second half. There is a chance to take a ** to talk about this topic, and the efforts made by Zhiji in the AI large model. ”