$Apple(AAPL)$ With Project Titan wrapped up, Apple's fortified orchestration layer now helps protect the installed user base and ecosystem for both Apple and Ford. For Ford, it's mainly about fleet vehicles. The Apple Maps SDK ends up working much like iTunes did, and Apple Pay becomes an expanded user base, now also creating a path toward a self-driving car. The approach seems AI agnostic.
Ford essentially just announced the post-iPhone hardware, and Ford gets fleet vehicles plus Ford Pro as a recurring installed customer base. Apple has expanded its services and customer base, opening up a whole new line of revenue generation without directly competing on AI buildout, while still benefiting from it.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
