I can only slightly disagree with you, I realised how invested Tesla shareholders were in the vision/Elon when he shared some of the patents instead of trying to license them and the share price rose and there no was backlash from investors (analyst said it was not a wise move) but actual investors just stuck with him, I was surprised by that. The feeling I get from Telsa investors (again I could be wrong) is it's 'Elon and us'.
Echo you, the philosophies behind the two companies would make this a painful collaboration, plus Elon strikes me as someone who does not want to be tamed or muzzled and Apple is the opposite and let's be fair Tesla are designing good cars and don't need Jon.
I don't think Apple's has been too stale,
The iPhone 5se was good product and showed Apple listening to customers.
The 12" MacBook (ignoring the single port) is stnning in design and will reshape the industry as the Air did.
We know the MacBook pro is due one heck of an upgrade.
The watch is a few updates away from being a solid IPhone companion and maybe even the best smart watch.
The macpro although ugly and neglected is a geniuine rethink of the desktop.
Now they are looking into cars.
I think what Apple is missing is a Elon/Steve type persona, the reason I feel people don't warm to Tim is he seems very corporate unlike Musk/Steve who both come across as rebels.
It sounds like you and I are more or less on the same page. I totally agree with your assessment of Musk, especially visa-vis-a-vis Cook. Like you, I can't see Musk working under someone, especially not someone as corporate as Cook. Musk would want to run the show and as much as I'd love to see Musk at the helm of Apple, that seems highly unlikely.
As for Jony, there's no indication he could pull off a car. Frankly, I think Jony is very overrated. I also think he worked best when he had Steve to help him refine his work. His designs of late haven't been great, a few notable exceptions withstanding. The new 12" MacBook is very sexy. The Mac Pro, on the other hand, is just plain weird and almost feels desperate from a design standpoint. The new Airport line is bizarre. The Airport Extreme and Time Capsule are a very unpractical form factor - unless you want a middling, psuedo-sculptural object on your desk. The old Airport Express design was great. No cord. Easy to transport. I'll never understand why they changed it so that now one has to carry a power cord too.
The Watch, however, is a design dud in my book. For all the hype, Jony basically delivered a black blob that looks like a miniaturized original iPhone or an oversized piece of Chicklet chewing gum. It's so BORING, especially as a piece of jewelry. Pretty sad when you need fancy watch bands to make the watch itself look halfway decent. He's doing a great job refining existing designs like the MacBook and the iMac, but the new stuff is everything from dull to weird to less functional. I just can't imagine him pulling off a vehicle.
I can't see Apple being remotely successful in the car business. It's a huge leap from their core competencies. Look at Tesla. They are laser focused on a few products and they've still encountered their fair share of troubles. Now Apple is going to be a phone company, computer company, media and services company, retailer...and a car company too! Why not? What could possibly go wrong? Maybe they should get into kitchen appliances and dog walking services while they're at it.
I don't see much vision coming out of Apple these days. I think they blew it with Apple TV4. The remote sucks and is yet another example of lazy/bad design on Ive's part (or that of his team). They could have delivered a truly competitive gaming experience, but they intentionally dumbed it down. Even worse is HomeKit, which I think could be a HUGE market. Instead of going all in and giving us first party devices and a seamless, elegant, end-to-end system for automating our homes, they're taking the Microsoft approach, licensing the tech, and creating a (weak) third party market full of so-so devices.
The vision is gone and the car seems like the ultimate act of hubris to me. I really hope they don't go down that path.