I think what Apple has planned here is similar to what it has planned for the VR headset, and frankly similar to what Tesla itself did with its cars. Start at the high end and work downwards over a few years time. For the VR headset, I think it’s a good strategy, because they need time to further refine the product, the software, get developers on board, prove the use-cases - and fortunately it’s still early for VR headsets, so I think they have enough breathing room that’ll work out fine.
However, for the car, it’s a different matter. By the time 2026 rolls around, there will not only be more ev options available, there will be more AFFORDABLE EV options available. So while Apple could certainly use the start-high approach here, I think it’s ill-advised. They should at least get the first car down to the 60-65000 range.
Additionally, let’s be honest, we won’t see this until 2027-8 at BEST. We’ll hear stories of delay after delay, as we have for other products. This is one major difference between Apple under Steve Jobs vs Apple under Tim Cook. Tim is clearly more methodical. I think Steve would have forced the VR out the door by now.
I think the interest in the car will be there. But the longer they take, the higher the expectations will become, and anything they do is likely to fall short of what people are expecting by then.