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Buy Tesla or Build One: Why Apple Should Make a Car

Published

11 years ago

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Once Upon a Tesla

First there were the rumors that Apple might buy Tesla. Then came the loose talk about Apple employing an army of engineers to build their own car, many apparently leaving Tesla to join the effort and cashing in nicely. Now the rumors about Apple buying Tesla are back. Really, it’s hard to keep up.

It’s difficult to believe that the closed shop and tight-lipped Apple culture would purposely leak this kind of intel. Was it a disgruntled employee? Perhaps it’s just more difficult to keep a secret these days with Social Media eavesdropping as if it were a fly on the wall. Or, maybe it’s nothing at all.

Disclaimer

I drive a Model S and own TSLA stock. I’m an Apple fan, but don’t own APPL. My first computer was a Macintosh Powerbook 165 Series made in 1993. I still have it and it boots up even today. I’ve purchased a vast number of Apple products over the decades and I can’t think of a brand I’m more invested in than Apple. As an admirer of great design they won me over early on and continue to do so. And, I’ll be one of the first to get my wrist on the Apple Watch in April.

Barriers Were Made to be Broken

The idea of Apple designing and building a car is not new. For years many of us have been playing the game, “What would (fill in the blank) look like if Apple made it?” It’s right up there with the design school project to sketch out the “internet enabled refrigerator.” Apple broke the music barrier, the phone barrier and the design barrier for computers. Tesla broke the electric car barrier and they did it in ten years. They are the Jackie Robinson of the auto industry having flung open the door to electric vehicles while traditional auto makers refused to even seriously try.

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Certainly there is some effort out of Detroit and others as of late and they should be applauded for realizing their miss. Mr. Musk’s gift of releasing Tesla’s patents was completely in line with the Tesla Way. I wonder how much of that intellectual property is being incorporated by others? My guess is not much. Companies prefer to take credit for their own innovation and invention; always thinking they can do it better.

Panic in Detroit

The media likes stirring the pot about how BMW is going to eat Tesla’s lunch and GM could put Tesla out of business tomorrow. And how Porsche is developing a “Tesla Fighter.” Today’s electric car activity outside of Tesla would not even be in the blue sky discussions if it weren’t for the success of the Model S. Tesla should not be dismissed as an “ankle biter,” which I would define as a non-threatening annoyance. Tesla is in fact a real threat to the car “smoke stack” industry. Respect Tesla or not, but know they are not going away. They may evolve or merge and it may not always be about cars, but it will likely be about some combination of energy and transportation, built on software and brilliant design.

Model-S-P85-BMW-i3

Tesla’s 85kWh Model S encountering new competition in the EV space from BMW.

I make no bold predictions about Tesla’s potential market cap or when Apple will buy Tesla or for how much. That’s not my arena so I will stay in my lane. I agree it’s fun, but the stakes are on an entirely new level here. This activity is about something more important than corporate profits. (I know profits are important. I work in financial services). Tesla is fundamentally about designing and enabling an entirely new future that is more environmentally responsible than the past and better for consumers.

Tesla should inspire our imagination, not make us think about their stock price or how many cars they sold yesterday. Google didn’t think about their stock price when they launched their Autonomous Car project. Newer companies have a distinct advantage in that they don’t need to repack their baggage. When you lack a history it’s easier to make a better future.

It’s fascinating to me that Tesla and potentially Apple have more insight into what the “car of the future” could be than GM, Ford, or Chrysler. Is Silicon Valley the new Detroit?

Why Apple Must try for a Car

The world has become more connected over the last few years. The Internet of Things, powerful wireless connectivity and the transition to internet IPv6 will greatly expand the number of IP addresses that can be supported and makes a fully connected world possible. Apple’s seamless integration of device, content and software has made that world vision believable.

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Quick-Tesla-App-9

A large 17″ touchscreen center stack on the Model S provides an iPad-like experience.

A large touchscreen in a car like the Tesla could emulate your Mac, or iPad, or iPhone screen with shared apps and programs. My iCalendar already synchs with that touchscreen from my iPhone as soon as I open the door. Apple’s software capabilities could take this to fascinating extremes. Music, programs, even Siri are all possible in an Apple Car operating system. Not to mention self-driving cars and the ultimate vision to eliminate collisions.

I believe the challenge for Apple lies in the hardware. A car is not a music player or a phone. No one drives an Apple product. It doesn’t have wheels or doors; nor does it carry precious human cargo. There are very few laws that govern phone safety. No crash tests to pass, or airbags to install. A car is not just a software engineering exercise that needs a shell. It’s a big, complex, and messy manufacturing problem that cannot be outsourced to Foxconn.

Tesla does have amazing software, but it did not, and could not abandon the deeply ingrained culture of what it means to own and drive a car. Tesla’s big robotic engineering science coupled with Apple’s software capabilities would make an unstoppable combination.

Tim Cook tackling transportation is akin to Steve Jobs entering the retail space. It makes perfect sense for Apple and Apple’s vision. Their culture is to be a catalyst for innovation, vision and ultimately forward change. These are arguably the most important attributes for any business or culture.

If Apple is serious about making a car, they can choose their adventure. Buy Tesla, or build it on their own. Either way, I’m excited that we have another bright set of minds at work on disrupting a carbon monopoly. If Apple is now seriously in the game, it’s GM, Ford, Chrysler, BMW, Toyota, Honda, Nissan, BMW, Subaru… who should keep an eye on their lunch.

My One Prediction

Fast forward to 2021. Apple unveils their version of a car. Turns out I do have a prediction after all, and it’s rock solid. Apple will not sell their cars through a dealership network.

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Elon Musk

‘I don’t understand TSLAQ:’ notable investor backs Tesla, Elon Musk

Published

39 minutes ago

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October 8, 2025

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tesla showroom
(Credit: Tesla)

One notable investor that many people will recognize said today on X that he does not understand Tesla shorts, otherwise known as $TSLAQ, and he’s giving some interesting reasons.

Martin Shkreli was long known as “Pharmabro.” For years, he was known as the guy who bought the rights to a drug called Daraprim, hiked the prices, and spent a few years in Federal prison for securities fraud and conspiracy.

Shkreli is now an investor who co-founded several hedge funds, including Elea Capital, MSMB Capital Management, and MSMB Healthcare. He is also known for his frank, blunt, and straightforward responses on X.

His LinkedIn currently shows he is the Co-Founder of DL Software Inc.

One of his most recent posts on X criticized those who choose to short Tesla stock, stating he does not understand their perspective. He gave a list of reasons, which I’ll link here, as they’re not necessarily PG. I’ll list a few:

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  • Fundamentals always have and will always matter
  • TSLAQ was beaten by Tesla because it’s “a great company with great management,” and they made a mistake “by betting against Elon.”
  • When Shkreli shorts stocks, he is “shorting FRAUDS and pipe dreams”

After Shkreli continued to question the idea behind shorting Tesla, he continued as he pondered the mentality behind those who choose to bet against the stock:

“I don’t understand ‘TSLAQ.’ Guy is the richest man in the world. He won. It’s over. He’s more successful with his 2nd, 3rd, and 4th largest companies than you will ever be, x100.

You can admit you are wrong, it’s just a feeling which will dissipate with time, trust me.”

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According to reports from both Fortune and Business Insider, Tesla short sellers have lost a cumulative $64.5 billion since Tesla’s IPO in 2010.

Elon Musk issues dire warning to Tesla (TSLA) shorts

Shorts did accumulate a temporary profit of $16.2 billion earlier this year.

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Tesla will let you bring back this removed Model 3 part for a price

It will cost $595 and is available on Tesla’s website. You will have to have a Model 3 on your Tesla account to purchase the stalk retrofit kit.

Published

4 hours ago

on

October 8, 2025

By

Credit: Tesla Asia/X

Tesla is now letting Model 3 owners in the United States bring back one part that the company decided to remove after it refreshed the all-electric sedan last year. Of course, you can do it for a price.

With the Model 3 “Highland” refresh that Tesla launched last year, one of the most monumental changes the company made was to ditch the turn signal stalk altogether. Instead, Tesla opted for turn signal buttons, which have been met with mixed reviews.

I drove the new Tesla Model 3, here’s what got better

The change was widely regarded as Tesla preparing for more autonomous driving in its vehicles, especially as its interiors have gotten even more minimalistic.

The lack of a stalk in the new Model 3 was just another move the company made to adjust drivers and passengers to seeing less at the steering wheel column.

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However, many drivers did not prefer the use of buttons and wanted the stalk reinstalled. Tesla allowed it in several regions, launching a retrofit kit. It has now made its way to the United States:

It will cost $595 and is available on Tesla’s website. You will have to have a Model 3 on your Tesla account to purchase the stalk retrofit kit.

It is interesting to note that despite Tesla’s strategy to remove the stalk with the new Model 3, which was released in early 2024, the company did not choose to make the same move with the new Model Y.

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The new Model Y launched in the United States in early 2025, and Tesla chose to install a stalk in this vehicle.

It seemed as if the turn signal buttons were too much of a polarizing feature, and although the company technically could have given orderers an option, it would not have been the most efficient thing for manufacturing.

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Tesla Full Self-Driving v14.1 first impressions: Robotaxi-like features arrive

Tesla Full Self-Driving v14.1 is here, and we got to experience it for ourselves.

Published

5 hours ago

on

October 8, 2025

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Tesla rolled out its Full Self-Driving v14.1 yesterday, its first public launch of its most robust and accurate FSD iteration yet. Luckily, I was able to get my hands on it through the Early Access Program.

The major changes in FSD v14.1 were revealed in the release notes, which outline several notable improvements in areas such as driving styles, parking, and overall navigation. Here’s what Tesla outlined fully in its release notes:

  • Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, in a Parking Garage, or at the Curbside.
  • Added handling to pull over or yield for emergency vehicles (e.g. police cars, fire trucks, ambulances).
  • Added navigation and routing into the vision-based neural network for real-time handling of blocked roads and detours.
  • Added additional Speed Profile to further customize driving style preference.
  • Improved handling for static and dynamic gates.
  • Improved offsetting for road debris (e.g. tires, tree branches, boxes).
  • Improve handling of several scenarios including: unprotected turns, lane changes, vehicle cut-ins, and school busses.
  • Improved FSD’s ability to manage system faults and recover smoothly from degraded operation for enhanced reliability.
  • Added alerting for residue build-up on interior windshield that may impact front camera visibility. If affected, visit Service for cleaning!

I wanted to try it for myself. My big must-dos were my complaints with v13.2.9, which included parking when arriving at a destination, Navigation when leaving a destination, and definitely a general improvement in the car traveling at an acceptable rate of speed, even when using the “Hurry” driving style.

Here’s what I noticed with the new Full Self-Driving v14.1:

Speed Profiles are More Realistic

I am driving on “Hurry” about 95% of the time when utilizing Full Self-Driving. In past versions, most notably v13.2.9, my Tesla would slowly reach the speed limit, and it would tend to hang out at about 1-2 MPH either above or below it.

My first observation with v14.1 was the vehicle’s tendency to get right up to speed and, since I was still on Hurry, drive slightly above the speed limit. It never got out of line; it traveled at speeds I would typically drive at manually.

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I think this is a big improvement on its own, because I felt that I was pressing the accelerator too frequently in past FSD versions. Oftentimes, it just wasn’t going fast enough to justify the “Hurry” label; it felt more conservative and more like a student driver than anything.

Check it out:

This was among my favorite improvements, and it was the first thing I noticed as the car navigated me to the Supercharger, where my next positive is.

Navigating into parking lots, self-parking at Supercharger

One of the changes noted in the Release Notes was the addition of Arrival Options, which allows the car to select the appropriate parking situation. Since I was going to charge, the car had already chosen “Charger” as the parking option.

Pulling into a gas station or convenience store, especially during work days, can be stressful, as they are usually congested and full of foot and vehicle traffic. In past FSD versions, I have noticed the car being slightly “jumpy” and even hesitant to proceed through the lot.

Driving through parking lots was a noticeable improvement. It seems as if the car is much more confident in making its way through, while still being aware and cautious enough to safely navigate to the Supercharger.

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It then backed straight into a Supercharger stall, which was recently repaired and is once again active. I was actually upset it chose this specific stall because it had been inactive for a while. However, Tesla got this stall back up and running, the car chose it, and backed into the spot flawlessly:

This was super cool to experience, and I think it is a testament to how hard the Tesla AI team has worked. CEO Elon Musk recently stated that FSD would enable automatic parking at Superchargers, which was really awesome to experience firsthand.

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I decided to leave the Supercharger and go to an auto parts store to pick up some interior cleaner and some microfiber towels. I love keeping my Tesla clean!

I also thought it would be a great opportunity to see how it would react to another parking lot, how it would navigate it, and let it choose a parking spot. It did it all flawlessly:

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I had zero complaints about everything here. All of it was done really well.

Making a choice after being caught in the middle of an intersection

I arrived at a tight intersection in Dallastown, PA, and what my car did next has catalyzed quite a conversation on X.

It proceeded out into the middle of the intersection as the light was green. It had to yield to oncoming traffic, and while waiting, the light turned yellow, then red.

Most people, including myself, would have turned right and proceeded through the intersection since the car was already past the line. However, FSD chose to back up and wait for the next light cycle, which I felt was also a more than acceptable option:

There are some conflicting perspectives on what it chose to do here. Some said they would have proceeded and would want FSD to also proceed. I can agree with that perspective, but I also think it is not the worst thing in the world to back up. In Pennsylvania, I couldn’t find the exact law that says what is right or wrong. Instead, I did see that a left turn on red is only feasible when you’re going from a One-Way street to another One-Way.

I’m not totally sure what is “correct” here, but I think either option is fine. I have personally done both, and I’ve seen other drivers do both. I was more than fine with the car doing this, and I was honestly impressed that it did.

Navigated a busy grocery store lot, found suitable parking

This is not the busiest my local grocery store gets, but it was still congested enough for me to be impressed.

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FSD decided to do one loop in the parking lot before it found a spot that it felt was good enough for me. I was perfectly fine with where it chose to park, and I thought it did a really great job. I was impressed with how stress-free I felt, as I have noted in the past that parking lots are definitely an area where Tesla needs to improve.

I was happy with its performance:

Strange right turn signal as if it saw an emergency vehicle

This was the first bug I noticed with FSD v14.1. While traveling on a local road, it put the right turn signal on and approached the curb as if it was pulling over for an emergency vehicle or as if it was going to park on the street.

It then realized its mistake and proceeded:

I’m not super sure what caused this, but I was a tad bit confused. There were no police cars, ambulances, or anyone with flashing lights to my rear. There was a dump truck on the other side of the road, and I almost felt like the way it navigated “around” that was probably what triggered it.

Navigation is still making strange decisions

I’ve written about navigation and my discontent with some of its decisions. It seems v14.1 didn’t resolve much of anything with navigation, and it did a couple of things wrong.

The first was that it tried to take the illogical and pointless path out of the Supercharger. I wrote about this a few days ago, as FSD tried to take my car the wrong way.

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It did it again, but I overrode the decision, and it was all okay:

This is a minor issue, but it is still pretty frustrating. Hopefully, the navigation will learn after performing this adjustment after enough times.

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The next navigation issue was more frustrating than the Supercharger one, especially considering it completely ignored the route. The navigation had the vehicle very clearly heading straight, but out of nowhere, the right turn signal went on. I overrode it, but the car still turned right, ignoring the navigation completely:

I ended up taking over here and driving until I could get to a stop sign.

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Final Thoughts

I am really impressed with all of the changes Tesla made with FSD v14.1, and while there were a handful of bugs, things were tremendously better than v13.2.9.

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