Mostly agree, but. As far as I understand it, for TSLA the majority of the bull run is due to relatively small investors riding the hype. Big stakes are indeed rare to change hands, and mostly outside the marketplaces. Should the small guys really change their mind on the stocks, they (or at least the first wave) will easily dump it, and that will move the market by a lot. We can probably see it in YTD results, but still there is no dumping, in my opinion. Just a correction, so far.
Personally would not buy now, though )

Judging by the stock value - not at all. Enough ppl are THAT optimistic.

I am afraid you are right. Am driving a non-connected old car, and intend to buy a new one without that crap.

I do struggle to understand why the general population is so untroubled with this constant privacy breaching creep (a bit less worried with subs as when it comes to monies, people are a bit more alert). I have a lot of smart friends who click the “agree to everything you want from me” button everywhere, and they see no issue with it.

The definition of rip off may vary. Still, that would be a saner marketing approach, in my view.

As I understand, all the businesses are trying to replicate the IT-born business model of subscription for features. It should not be a thing in the real world, and I hope these managers come to sense, the sooner the better.

The benefit of unified hardware and not having subscriptions can be easily combined: just replace subscriptions with a one-off charge for any feature. Warranty void if enabled not in a dealer shop. I think that would create much less noise than offering a monthly sub. Yes, I know, not great for the quarterly results, but then - so much less hate from your customers. And yes, touch screens in a car should wait until there is a full, proper self-driving capability in place.

Sorry, does it mean that you can use NFC payments with your card anywhere, as it is with G pay/wallet?

Hm, not sure if I can agree here. There may be a handful of people like that - but that is not the market worth developing as far as I can see. You would normally either travel, or spend your time in front of 3 screens full of text. Also, having anything on your head for a long time (if you are coding, for example) is tiring. Even simple sunglasses are, not talking about a bulky headset. And, as someone also mentioned, there really must be an excellent screen for your eyes not to bleed after a long session of reading. Never tried this headset, but have serious doubts. Watching a movie is different, but at this price point you are likely getting a royally good home set up, so yet again, travel only. Again, a niche thing.

Then there is some CAD stuff, but cannot comment there. How many people in the world need that, anyway?

This leaves games as a real (though still relatively niche) market, yet to see what Apple has to offer there.

So, as I can see, if Apple wants a new big thing, we are still waiting for a killer app. And a breakthrough in tech, of course.

What kind of people that travel a lot you think may benefit? Genuinely curious. All the guys who do travel can mostly do everything with their phone because they have other guys working for them in the office doing the actual multiple screens stuff. Or maybe these are the only ones I saw in my life on the road )

But,… but!.. oh, fuck them.

From what I know, none of the apps in the play store is the real thing, for obvious reasons: how do you think Google would allow it? Hence the ratings.

https://newpipe.net/

And no permissions required at all.