Well to nitpick a little, in the case of Toyota at least, and given the success of the Prius, it seem Toyota has proven they can identify and succeed in (or even create) new consumer markets.
Thats true. Gotta give them credit. This could be a good proof point for derisking the Toyota case. However, Apple is pretty secretive and they often surprise us. There is a lot of design space deviation possible in a complex product like a car. Until we know what that product delta is, we cant really assess Toyota’s ability to pivot quickly enough. Apple wouldnt invest if the delta on what they can offer is small. So should be interesting.
