Asymcar #27

We consider the landscape that Apple’s purported Titan project will address in a few years time.

Horace discusses the pattern of disruption powered by Moore’s law. We turn to the transportation sector and consider the “reimagining” of the car. We further consider scenarios, from sustaining where the current players grow, to new entrant opportunities.

The conversation diverts a bit into the regulatory and taxation regime, specifically US road funding is largely tied to fuel taxes. We note the odd situation where an entry level car driver pays fuel taxes while a luxury Tesla driver does not.

We speculate on Apple’s possible “meaningful contribution” to transportation and the required product, customer experience, sales channel, price and financing options.

Source: Asymcar #27