Are you really comparing a personal electronics company releasing a personal electronics device to a personal electronics company releasing a car?
I have no idea if Apple will build the next great car or not. But the situations aren't as different as you're implying. I don't know why people (including Lutz, who screwed up plenty of times in the auto biz he's expounding on) are having such trouble accepting the concept. There are a dozen boutique car manufacturers around the globe right now, some of whom build outstanding cars, and started with nothing but an idea. High end cars, no doubt, but the concept and execution of making cars has all been done a thousand times with many workable variations.
It's not some big mystery best left to the same ten makers, who, truth be told, are scared to death because they are so heavily invested, both perceptually and financially, in the way they've always done things that they can't hope to match a new guy with deep pockets and no baggage.
This fight will get dirty, mark my words.