Similarities between Apple and Tesla

Apple vs. Tesla? Smartphone vs. Car? I never thought of comparing these two companies before.

Recently, I read "The Way: Duan Yongping's Investment Q&A," where Master Duan mentioned five reasons he likes Apple. That's when I realized how similar Tesla and Apple are:

Apple focuses on user experience, and so does Tesla. Although the car interior is basic, it has perfected safety, handling, and the intelligent driving experience;

Apple has an ecosystem of system + hardware + software, while Tesla has an ecosystem of system + car + FSD;

Apple follows a single-product model, and so does Tesla. Recently, even the S and X models have been cut, leaving only the 3 and Y for volume sales;

Apple's marketing is efficient, and Tesla is even more so, relying mainly on product strength and Elon Musk's personal IP for marketing;

The market potential is also similar. Once you've driven an electric car, it's almost hard to go back to a gas car. With the support of FSD, there will still be a huge market space. (Although Elon no longer considers car manufacturing his top priority)

Therefore, given Master Duan's fondness for and understanding of Apple, he probably foresaw these similarities with Tesla long ago.

As Master Duan himself said, it's true that he doesn't like Elon Musk as a person, but Tesla's products are still worthy of recognition.

Recently, Master Duan has already rebuilt his Tesla position through selling put options. However, Tesla's current "dream valuation" is too high, so he probably hasn't made a heavy bet. I think he's waiting for the right opportunity. If the opportunity is right, he might go all in.

$Tesla(TSLA.US) 

$Apple(AAPL.US)