Elon Musk’s criticism of Apple

● Fact: Elon Musk tweeted, “I contacted Tim Cook during a period of extreme difficulty in the development of the Model 3 and explored the possibility of acquiring Tesla (at the level of a tenth of the current market cap). “He said.

● Estimation: The current Tesla market cap is about $630 billion (about KRW 750 trillion), but if the price is about 10%, Elon Musk’s proposed amount is about $63 billion (about KRW 75 trillion). In addition, the period when the development of the Model 3 was difficult was between 2017 and 2019, and as it was said that the company went bankrupt at the time, it can be estimated that the time when Elon Musk tried to meet Tim Cook was also around 2018.

● Opinion-Why did you disclose this fact? : In a situation where not only Apple but also Silicon Valley IT dinosaurs such as Google Facebook are under antitrust disputes, Elon Musk’s remarks were like saying, “When we are having a hard time making electric cars that we will save the planet, It is making it a cowardly being who never thought of throwing it. In fact, Tim Cook’s CEO wasn’t the style of deciding to make a big investment or throwing himself into a single product like Steve Jobs did. Due to Elon Musk’s exposure (?), the image of Tim Cook, Apple’s CEO, has been further added.

● Evaluation of Apple’s battery technology: Elon Musk also said about a battery called’monocell’, which is reportedly being developed by Apple, saying, “The monocell structure (reported to be made by Apple) is an electrically impossible structure.” I think I’m talking about this all-in-one, but isn’t it the same as our structured battery pack?” In a word, the battery itself, called a monocell, was evaluated as not looking much better than Tesla’s technology.

● Apple attacked from everywhere: Recently, Apple has been attacked by several companies in Silicon Valley. First, Tim Sweeney, CEO of Epic Games, is attacking that Apple is operating a closed app store. There is also an attack from Facebook for changing the app store policy to protect privacy. The US government is investigating whether there is an antitrust allegation against Apple’s app store operation policy. In the midst of this, Tesla Elon Musk also attacked Apple.

● Opinion-What it means for us: Looking at Tesla Elon Musk having such a tense and over-the-counter debate, it seems to be true that Apple is a terrifying entity for Tesla. Competition in the electric vehicle market has already begun. Investment firm Arc Investments, who sees Tesla positively, describes Tesla’s strengths: “The Model 3 is the most efficient electric vehicle battery available today, and Tesla is the strongest in the electric vehicle market.” Whether Apple’s electric car is announced in 2021 or completed in 2024, Tesla has a reason to upgrade its technology further due to competitors. If you have invested in Tesla, you will need to look back once more about why Tim Cook, who is famous for tapping on the stone bridge, is jumping into the electric car market. In a word, it can be positively interpreted that Apple is also in a situation where Apple agrees with the tremendous potential of the electric vehicle market.

[실리콘밸리 = 신현규 특파원]
[ⓒ 매일경제 & mk.co.kr, 무단전재 및 재배포 금지]