Perhaps Apple has some truly innovative aspect to the TV business that the current -- or a future -- separate $99 Apple TV box can't somehow accomplish. Some of these arguments were also speaking against Apple entering the smartphone business in 2007, so you can't be sure.
TVs require fortunes of working capital, as well as store shelf space. They are costly to deliver and install as necessary. Why would Apple go through that sort of pain, when a box and an HDMI cord can give the user seemingly all the benefits anyway?
Now, contrast the pain and low margins of the TV set business with Apple acquiring Tesla. What are the ways Apple could add value to the car, that is difficult to do in an arms-length scenario? I don't have the space to go through them all in detail in this article, but consider the following bullet points:
Yes, some of these advancements will surely continue to happen even in an arms-length scenario, but does this look any less logical than the TV business?Consider these signs and arguments for Apple acquiring Tesla instead:
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