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Morgan Stanley's car guy: Apple's going straight to autonomyapple car gamechanger jonas3 years ago
Published July 13, 2022 by Philip Elmer-DeWitt

Morgan Stanley's car guy: Apple's going straight to autonomy

"They don't want to make a car, they want to turn your car into a mobile app store."  — Adam Jonas

Read More Morgan Stanley's car guy: Apple's going straight to autonomy

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Morgan Stanley: Apple and Tesla are drag racing to mobile metaverseapple tesla metaverse jonas3 years ago
Published January 12, 2022 by Philip Elmer-DeWitt

Morgan Stanley: Apple and Tesla are drag racing to mobile metaverse

"Autonomous cars is the mother of all IoT/AI (Internet of Things/Artificial Intelligence) projects." -- Automobile analyst Adam Jonas

Read More Morgan Stanley: Apple and Tesla are drag racing to mobile metaverse

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Morgan Stanley's Adam Jonas: What an Apple Car means for Tesla et al.apple car adam jonas4 years ago
Published November 19, 2021 by Philip Elmer-DeWitt

Morgan Stanley's Adam Jonas: What an Apple Car means for Tesla et al.

"We view a potential entry by Apple into the autonomous e-mobility market as a clear negative for much of our automotive coverage."

Read More Morgan Stanley's Adam Jonas: What an Apple Car means for Tesla et al.

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Katy Huberty on the Apple Car: First they want to get the hardware rightapple huberty target 1804 years ago
Published August 31, 2021 by Philip Elmer-DeWitt

Katy Huberty on the Apple Car: First they want to get the hardware right

When it comes to Apple, Morgan Stanley's transportation analyst defers to the firm's information hardware analyst. 

Read More Katy Huberty on the Apple Car: First they want to get the hardware right

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Morgan Stanley's car guy has 6 thoughts about Apple Carapple car morgan stanley adam jonas4 years ago
Published February 4, 2021 by Philip Elmer-DeWitt

Morgan Stanley's car guy has 6 thoughts about Apple Car

"An Apple car with a steering wheel is like an iPhone with physical buttons and a coiled rubber cord connected to a wall."— Analyst Adam Jonas

Read More Morgan Stanley's car guy has 6 thoughts about Apple Car

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Morgan Stanley's thoughts on Apple, Kia and a carapple car morgan stanley thoughts4 years ago
Published February 3, 2021 by Philip Elmer-DeWitt

Morgan Stanley's thoughts on Apple, Kia and a car

Investors won't know what hit them. 

Read More Morgan Stanley's thoughts on Apple, Kia and a car

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Barron's: Apple may have its eye on the internet of carsapple internet cars barrons4 years ago
Published December 28, 2020 by Philip Elmer-DeWitt

Barron's: Apple may have its eye on the internet of cars

Fun fact: Apple's market cap grew more in one day last week than the combined value of Ford, GM and Fiat Chrysler.

Read More Barron's: Apple may have its eye on the internet of cars

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Morgan Stanley: Could Apple do to electric cars what it did to mobile phones?apple car Morgan Jonas5 years ago
Published December 26, 2020 by Philip Elmer-DeWitt

Morgan Stanley: Could Apple do to electric cars what it did to mobile phones?

In other words, grow the market for all cars while shrinking the market for gas guzzlers.

Read More Morgan Stanley: Could Apple do to electric cars what it did to mobile phones?

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

  • 9to5Mac
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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
  • Six Colors
  • Stratechery ($)
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