Apple Cancels Work on Electric Car, Ending Decade long Effort

The most recent approach discussed internally was delaying a car release until 2028 and reducing self-driving specifications from Level 4 to Level 2+ technology.

Many employees on the car team — known as the Special Projects Group, or SPG — will be shifted to the artificial intelligence division

https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

Apple to Wind Down Electric Car Effort After Decadelong Odyssey

Apple Inc. is canceling a decadelong effort to build an electric car, according to people with knowledge of the matter, abandoning one of the most ambitious projects in the history of the company.

Bloomberg
It's a classic case of Christensen's "The Innovator's Dilemma". Also, it's REALLY HARD to make a breakout automobile. (Tesla almost did, but screwed the pooch with bad quality control, poor ergonomics, and toxic company culture.) And even if you do, Ford/GM/Toyota/VW will catch up within a decade and eat your lunch. It's why most auto startups seem to be hypercars with a 7-digit price tag—there's a ridiculous profit margin—but production volume is too tiny for Apple to touch.

@cstross I can't say I'm surprised. All the Apple Car rumors made me wonder "where's the value for Apple here and why should they bother?" and I could never figure out an answer that seemed worth the hassle.

Apparently that's true of people inside Apple too.

@wordshaper They *did* have a break out in the watch industry, of all places (Apple Watch went from zero to the world's bestselling luxury watch brand in 12 months flat, knocking Rolex off the top spot) ... but the Watch is a "hobby" project in Apple product terms: I'm still not sure why they went there.
@cstross True! Though when you think about it, the only real "watch" thing about an Apple Watch is you wear it on your wrist. The largest part of its value is in things that aren't really watch-like. (In a lot of ways it's as much a wristwatch as an iPhone is a pocketwatch, to stress this metaphor a bit too much)
@cstross @wordshaper
I always assumed it was a halo lubricant. I think it works reasonably well for that. The revenues may be incremental, but they firm up commitment.

@FeralRobots @wordshaper Per Statista (not the best site) Apple has sold about 54 million watches from 2015 through 2022. So maybe 60 million by now, at an average price of say $500 (assuming most folks buy the cheap model), that'd be $30Bn, or maybe $4-5Bn/year.

Yes, that's a SMALL product by Apple standards.

@FeralRobots @wordshaper ... And MacWorld estimate that Apple Watch passed the 100 million mark in December 2020; every third iPhone purchaser in the US also buys an Apple Watch, Watch is in fourth place in sales behind iPhone, iPad, and Mac.

https://www.macworld.com/article/676271/how-many-apple-watches-has-apple-sold.html

How many Apple Watches has Apple sold?

Apple doesn't reveal the numbers - but an analyst has calculated just how many Apple Watches are being worn

Macworld

@cstross @FeralRobots ...it's entirely possible the Apple Watch exists because Tim Cook runs and was annoyed by how bad fitness trackers were. A petty reason but maybe the case. (And if so I'm good with it, I rather like mine as a fitness gadget)

Possibly they're also taking a long view and just waiting for some new health sensors -- if it ever gets blood pressure or glucose monitoring those sales numbers will get a nice boost.

@wordshaper @FeralRobots Wrist-mounted blood pressure is a non-starter: wrist cuff monitors exist, the accuracy is piss-poor (they depend on height relative to your heart). Non-invasive glucose monitoring would be the killer app, but the FDA just had to post a warning that no such devices exist yet and are licensed ...

https://www.fda.gov/medical-devices/safety-communications/do-not-use-smartwatches-or-smart-rings-measure-blood-glucose-levels-fda-safety-communication

Smartwatches, Rings Claiming to Measure Glucose are not FDA-Authorized

Do Not Use Smartwatches or Smart Rings to Measure Blood Glucose

U.S. Food and Drug Administration
@cstross @FeralRobots Oh, yeah, I know they don't exist now. I'm not sure wrist-mounted BP will *ever* exist, though non-invasive glucose monitoring might one of these days. (Maybe if they get very clever with lasers and such. Maybe)
@wordshaper @FeralRobots I *want* non-invasive glucose monitoring. As about 10% of us will end up with type ii diabetes eventually, that really *is* a killer app for smartwatches—although the flood of GLP-1 agonists hitting the market since Semaglutide (Wegovy/Ozempic/Rybelsus/etc) may render it less necessary.
@wordshaper @cstross @FeralRobots
The technology for wrist mounted BP is available, it’s just going to take someone to put the development and manufacturing money into it. The idea is to use near infrared light which penetrates the skin to measure blood flow changes during the pulse and estimate pressure from that. The research on this dates back at least 45 years, I remember reading about it when I worked in a physiology lab in the 70s.

@SpeakerToManagers @cstross @FeralRobots right, the tech for wrist mounted BP exists. Unfortunately the tech for *accurate* standalone wrist mounted BP tech doesn’t exist. Aside from a number of issues with calibration and skin tone, the existing tech is… not great. It needs to be externally calibrated regularly, has a significant set of error bars, and doesn’t work for lots of folks.

Samsung, for example, tried this. The results were unfortunately awful.

@wordshaper @cstross @FeralRobots
Machine learning may be a solution for the calibration problem. I’m not optimistic any of the tech companies will be motivated to solve the skin tone problem, as they still haven’t built a bathroom towel dispenser or a sink faucet control that works right for non-white people.

@SpeakerToManagers @cstross @FeralRobots it depends on the reasons for the inaccuracy. I suspect it’s not a calibration or tuning issue but rather that trying to measure blood pressure entirely optically is just inherently inaccurate.

If you have reliable measurements then machine learning algorithms can translate them into meaningful numbers, but if the underlying measurements have large error bars then no amount of statistical cleverness is going to help.

@cstross These are the people I want to see break out because they are the ones doing something interesting: https://aptera.us/

(Warning: I did kick investment money their way)

Aptera — Solar Electric Vehicles

Aptera is building hyper-efficient solar electric vehicles that get meaningful range from sunshine alone.

Aptera — Solar Electric Vehicles
@cstross I wonder if they thought they could license the software to other auto makers? The car would be a proof of concept.
@phlebas That was my thought too. But scaling back from self-driving level 4 to 2+, when the likes of Mercedes and Tesla are at 2 already ... oof.

@cstross One thing I found out today is that running enough computers for level 4 self-driving *halves* the endurance of an electric car's battery.

https://www.bloomberg.com/news/newsletters/2024-02-27/autonomous-electric-vehicles-will-guzzle-power-instead-of-gas

Autonomous Electric Vehicles Will Guzzle Power Instead of Gas

Limiting the battery drain associated with highly automated computing hardware will be a key challenge for car engineers.

Bloomberg
@phlebas @cstross it’s not computers, its servers worth of capacity in true self driving solutions. The heat and power loads are material.

@phlebas
Laughing like a drain.

Nope. This is perfect. There's just nothing to add to that.
@cstross

@phlebas @cstross
Consider 100 kWh car, 300 mile range, 75 miles per hour.
If I'm using 25 kW on average for the motor (freeway driving) that's 25 kW for self driving.
That's a lot of compute and a lot of heat to somehow exhaust.
Using 50 kWh for two hours of compute?
That doesn't quite pass the sniff test.
@phlebas @cstross be cautious about that. It's "up to 46%". EV power use of ca. 0.15 kWh/km means that such a computer would have many times the power consumption of a high-end gaming rig (unless you're stuck in traffic for hours, not moving). The cite for that graph is just "Bloomberg NEF" which is a self-hosted "research" operation and I cannot find such a study on their website, so cannot check their assumptions.
@phlebas @cstross yeah I’m VERY skeptical of this estimate. Feels like Bloomberg making shit up (again).
@ronbrinkmann @phlebas Their estimate is probably missing a footnote: "* power consumption estimate based on in-vehicle use of 2004-vintage Intel Itanium CPUs, other platform power consumption may vary."
@ronbrinkmann @cstross It does seem high. I have no way of saying whether or not it is excessively so.
@cstross I wouldn't be at all surprised to find that Apple decided that level 4 wasn't attainable.
@phlebas @cstross All you need is a space under the hood large enough for a legless Polish master driver and a candle, and the problem of FSD is solved, Mechanical Turk-style!
@angusm @cstross I think it was @pluralistic who pointed out that one company's experiment with "driverless" taxis involved two people per vehicle at the monitoring station.

@angusm @cstross @pluralistic

Ah, it wasn't quite two:

"Cruise, GM's disgraced "robot taxi" company, had 1.5 remote operators for every one of the cars on the road. They used AI to replace a single, low-waged driver with 1.5 high-waged, specialized technicians. Truly, it was a marvel."

https://pluralistic.net/2024/01/31/neural-interface-beta-tester/#more-7904

Pluralistic: Three AI insights for hard-charging, future-oriented smartypantses (31 Jan 2024) – Pluralistic: Daily links from Cory Doctorow

@phlebas @cstross
It’s been evident for awhile that none of the companies trying to do it have a development path to level 4. Even complete level 3 is uncertain. We’d have been a lot better off putting those billions of dollars into mass transit.
@SpeakerToManagers @phlebas Yes, and also e-bikes and changing urban infrastructure to be more pedestrian/bike/e-bus friendly. Which means reducing car numbers and use. Cars are the problem: tweaking the problem merely gives you a different version of the problem.
@cstross @phlebas
Before you mentioned it I hadn't heard that framing, & it made me think 'did they figure something out that all the other vendors haven't been willing to admit?'
@cstross Cars have to be one of the hardest areas for a new company to break into. They're heavily regulated, giving incumbents an advantage. They're extremely complex, requiring expertise in multiple disciplines. And they're very expensive per unit. That means most customers won't take a gamble on a beta version, and it's expensive to launch and iterate.
@cstross
Lots of work for components of them though.
I think big successful companies acquire the idea they should be doing everything, and often suffer for it.
@cstross there was probably a window of time where they could have planted a stake on the automobile landscape with a Really Nice EV, but they got tangled in the weeds of autonomy and as you say at this point they wouldn’t be better enough to justify the effort especially with the profit margins that Apple is used to and this product would never get close to.

@MyLittleMetroid @cstross
Or they got pipped by Tesla

In an alternate world, there might have been an Apple car instead of Tesla, likely with fewer corners cut

@MyLittleMetroid @cstross
Reality took a turn when Musk and Thiel walked away from that single-vehicle collision

@cstross Tesla always I think understood that. Hence staying a tech bro luxury brand - even Elon could work out that the Chinese would eat the non-luxury market. Ford and GM always claimed it would be easier for them to learn tech than Tesla learn to make cars but they face a similar problem with China.

I am guessing cheap Chinese cars in Europe first, then lots of armwaving about tariffs then China building car factories in Europe to keep everyone happy, just like the Japanese in the 1980s

@cstross
I mean, if they got level 4, that would've been a game changer
@cstross to be fair, Tesla is still selling a lot of cars, and their cars aren't worse than your typical Dodge or Chrysler.
@StompyRobot Dodge and Chrysler steering wheels come off in your hands while you're driving?
@cstross
There was a time when that wasn't unheard of...
@cstross They actually called the car team the SPG? Unfortunate.
@BigJackBrass Americans. (Also, young Americans. Few Brits under 40 will remember the SPG.)
@cstross @BigJackBrass FWIW, it only just occurred to me that the hamster in The Young Ones was named after something. (Over 40, but Australian.)
@davej @BigJackBrass I'm so heartened that The Young Ones has long outlived the nefarious SPG in popular memory.
@BigJackBrass @cstross Special Projects Group is a catch-all umbrella for experimental product categories and big tech bets. iPhone/Watch/Vision spent some time in SPG before being made into launched products, plenty of other things we never heard about because they got canceled and didn’t leak all over the place.

@cstross

"setting its sights on a fully autonomous electric vehicle with a limousine-like interior and voice-guided navigation"

So they wasted a gazillion dollars on a bunch of stuff that wouldn't work any better in an ICE, aimed at the already thoroughly saturated luxury market segment.

@cstross It could well be true, because the project has been a mess, but if it's coming from Bloomberg, take it with a shaker full of salt. Bloomberg's tech reporting has not been great in the last few years, most notably the thoroughly debunked "big hack" story that they never recanted no matter how many called bullshit on it.

@cstross

It made good sense for Apple to explore the self-driving aspect. That problem turned out to be as hard as most people thought it was. If it were doable, I think they'd potentially be very good at it.

Take that away, and the EV market is basically a battery market, which is not Apple's thing.

Anyway the space is invaded by hucksters at the moment (not just Elon) so I'd suppose that makes it even less appetizing.

But come back in 10 years.

@glc I expect CarPlay is still in active development …

@cstross Signs continue to indicate that self driving is really freakin hard, and probably not going to happen without some kind of breakthrough. Companies have thrown a LOT of money at this problem, without success.

Neural nets are a very enticing technology - often throwing out results that look great. You think you can tweak the parameters a bit and get great results every time, but alas it ain't so easy even for the big players.

@cstross What I find hilarious is that having swallowed the EV self-driving myth hook, line and sinker they have now moved on to the myth of AI…

@heavyboots Apple's AI strategy predates the current fad by some years: it runs on the Apple Neural Engine coprocessors embedded in M-series and A-series CPUs, doing stuff like realtime OCR and face recognition on your phone. Some of the LLM work will be rolled into improving Siri, which they first rolled out in 2011.

Hopefully they're not buying into the OpenAI/NVidia driven GPT fad …

@cstross I will say that I would have more faith if Siri wasn’t so bad at its job compared to the Google Assistant.

Also, I think “generative AI” was specifically mentioned in some articles I’ve seen which increases my level of concern. All we need is every iOS/macOS device on the planet added to the pool of things that can easily generate incorrect data to help swamp the internet’s trustworthiness…