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pbh101 6 hours ago

Tesla announced they are adding it this week. Ford’s CEO expressed glee at GM removing it. There isn’t a CarPlay App Store nor downloads to get 30% from (or if there were, they’d appreciably be enabled by Apple’s platform as we aren’t in the habit of subscribing to or buying apps for our car today), and while we don’t know the licensing terms from the GM removal it sounded like privacy violations and extra subscription revenue are their motivations for dropping CarPlay. That doesn’t sound consumer friendly on the carmakers part at all. I think this field doesn’t line up with the overall thesis, squint as we might.

bitpush 6 hours ago | parent | next [-]

Tesla's news is interesting. A good question to ask in this who's in control in Tesla x CarPlay relationship. The answer is obviously former (Apple can't dictate anything and Tesla gets to boss around).

That's very different from a Toyota x Apple partnership.

So no, those are two different scenarios. The era of Apple controlling the platform is gone. (Except for legacy ones)

buzzerbetrayed 6 hours ago | parent [-]

How is the Tesla relationship with CarPlay different than the Toyota one? You didn’t make that clear at all.

bitpush 5 hours ago | parent [-]

People buy Tesla for Tesla and not because CarPlay. But CarPlay is a purchasing decision factor for other brands, which means a power imbalance exists.

So this is a classic game theory situation. You want all participants (Toyota, Honda, Ford) to cooperate (not have CarPlay) and not defect. So participants watch each others move.

If they stick together, all of them stand to win.

If one defect, in the short term they might win but in the long-term Apple will seek to commoditize the car maker.

mullingitover 3 hours ago | parent [-]

> People buy Tesla for Tesla and not because CarPlay.

They increasingly just don't buy Tesla. Strong growth in that segment lately.

I recall though, back in 2021 we rented one as a test drive situation. The UX was so horrific I did an immediate 180 on that idea. Hard pass. Carplay might've saved that sale, their stock infotainment is trash.

I wouldn't be surprised if they go all on in Carplay Ultra near the end.

bitpush 2 hours ago | parent [-]

Oh, I'm aware. I have no love for Tesla. I was making an observation of what I see around me (plenty of new Teslas on the road even after Elons shenanigans)

lotsofpulp 5 hours ago | parent | prev [-]

Tesla did not announce it. Bloomberg published an article speculating it. And Bloomberg has been wrong before.

https://www.bloomberg.com/news/articles/2025-11-13/tesla-is-...

>Tesla Inc. is developing support for Apple Inc.’s CarPlay system in its vehicles, according to people with knowledge of the matter, working to add one of the most highly requested features by customers.

>The carmaker has started testing the capability internally, according to the people, who asked not to be identified because the effort is still private.