Thursday, January 20, 2022 9:10:34 AM
The biggest question mark I see is whether ATJ will be scaled to sell $10 million or $100 million and how soon? Fifteen years ago a set of irons was going for $3000 in South Korea so the numbers could add up fast.
I’m reluctant to jump on the Apple bandwagon…Apple is a problem to deal with and I don’t think we have the scale to make the relationship work…(I owned GTAT and lived…one of the few!). Apple is a “bully” that reminds me of dealing with GM in the 1970s and it was never fun. I would rather see Tesla decide to put BMG machines in Fremont, Austin and Germany to take their part fabrication “inhouse”. Elon Musk could do that in the snap of the fingers.
I’m reluctant to jump on the Apple bandwagon…Apple is a problem to deal with and I don’t think we have the scale to make the relationship work…(I owned GTAT and lived…one of the few!). Apple is a “bully” that reminds me of dealing with GM in the 1970s and it was never fun. I would rather see Tesla decide to put BMG machines in Fremont, Austin and Germany to take their part fabrication “inhouse”. Elon Musk could do that in the snap of the fingers.
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