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Apple and Google delisting Twitter is the only way for Tesla's smartphone to succeed.
$Apple (AAPL.US)$ After Elon Musk purchased Twitter, a new round of layoffs began. Just as the layoffs were completed, he started a feud with Apple and Google. Recently, Musk stated on Twitter that if Google and Apple remove Twitter from their app stores, he will produce his own smart phone.
In fact, Musk has been considering making a Tesla phone for quite some time. It can be said that Musk's acquisition of Twitter and confrontation with Apple and Google pave the way for making a phone. However, in the author's opinion, only if Apple and Google delist Twitter, will the Tesla phone have a chance to succeed.
Where is the way out for Musk to make a phone?
Elon Musk has had many rumors about making a phone. In April of this year, Musk pinned a tweet recruiting phone experts to provide relevant talent for Neuralink, a brain-machine company.
In fact, as early as 2021, Musk claimed that he did not like the existing iOS and Android systems, and he wanted to create his own system to beat them, providing users with an unprecedented user experience.
There were previous industry rumors that tesla's first smart phone could be launched as early as 2024. According to the news from the United Arab Emirates, the Tesla phone will be released in 2024, directly competing with apple. Previously, a rendering of a phone named Model π was also exposed on the internet.
Where is the way out for Musk to make a phone?
Elon Musk has had many rumors about making a phone. In April of this year, Musk pinned a tweet recruiting phone experts to provide relevant talent for Neuralink, a brain-machine company.
In fact, as early as 2021, Musk claimed that he did not like the existing iOS and Android systems, and he wanted to create his own system to beat them, providing users with an unprecedented user experience.
There were previous industry rumors that tesla's first smart phone could be launched as early as 2024. According to the news from the United Arab Emirates, the Tesla phone will be released in 2024, directly competing with apple. Previously, a rendering of a phone named Model π was also exposed on the internet.
Musk has reasons to make a phone. After all, the connection between cars and phones is becoming stronger nowadays, whether it's integrating their own mobile terminals with cars and surrounding products, or building in-car systems, they all need a phone to serve as the entry point.
For Tesla, the phone can also serve as a connection point for brain-machine devices, Tesla cars, and Starlink systems, making its strategic importance significant.
The reason Musk called out apple and google is that on one hand, the commission charged by Apple and Google App Stores is too high, and on the other hand, Musk wants to implement cryptocurrency payments on Twitter 2.0. However, both App Store and Google Play Store do not support in-app purchases using cryptocurrency, making it difficult for Musk to realize his plan for cryptocurrency payments on Twitter.
Therefore, Musk issued a tough statement: if apple and google dare to remove Twitter, Musk will make his own phone.
A long time ago, Tesla had once mentioned the concept of satellite communication based on the second generation of Starlink, but apple and Huawei have already been ahead in its application. Overseas, a netizen named "RPN.ETH" stated that Musk is the only person who can compete head-on with the iPhone.
He listed the advantages of Tesla making a smart phone: Starlink empowerment, comprehensive infrastructure for encrypted payments, native app support, design inspired by Cybertruck, solar panel roof, Twitter integration+, benefits of Tesla control+, exclusive benefits for vehicle owners.
Actually, apart from Twitter, none of the other conditions are essential factors for users to purchase a phone.
In this day and age, even if Tesla were to make a smartphone, it would be very difficult to have a winning chance. The current market structure is close to being finalized, unless Tesla can come up with disruptive innovation that impacts user choices. Given Tesla's current lack of resources, technology, channels, and experience in the smartphone industry, Tesla phones do not have the possibility of beating Apple or Samsung.
Therefore, if Tesla wants to establish a presence in the mobile phone market, adopting a model of combining essential national-level software with mobile hardware might be a way out.
Therefore, we see that before Musk entered the mobile phone business, he first acquired Twitter. Judging from Musk's intentions after acquiring Twitter, Musk aims to transform Twitter into the Western version of WeChat.
Currently, even though the number of Twitter users exceeds 0.5 billion, in terms of user volume, user stickiness, activity, and influence, it still cannot be compared with WeChat. However, Twitter is a very influential social media platform in the West and is one of the essential apps for mainstream users. Most Western users cannot do without Twitter.
Whether Musk can turn Twitter into WeChat remains uncertain, but it should not be difficult to gradually imitate some features of WeChat, such as payments, games, private chats, etc. Cryptocurrency payments, in mimicking WeChat Pay, also explore further boundaries and gray areas.
Why isn't Musk worried about Apple or Google delisting Twitter?
In fact, Musk is not only unafraid, but he is also provoking Apple and Google to delist Twitter. If Google and Apple were to delist Twitter, the chances of Tesla succeeding in the smartphone business would increase.
What would happen if Twitter became the exclusive software for Tesla phones?
As mentioned earlier, Twitter is a very important and indispensable social media platform among mainstream Western users, with a certain degree of irreplaceability.
Western users, especially in the USA, need to socialize, share, and access media and celebrity news they desire via Twitter, even participate in presidential elections. Many users also find viewpoints and values on Twitter, engage in politics, and stay informed about the world.
For instance, the number of followers of former President Trump's account was reset before and surged by over 20 million after reinstatement, showing the irreplaceable value of Twitter in Western people's lives.
For Tesla, the phone can also serve as a connection point for brain-machine devices, Tesla cars, and Starlink systems, making its strategic importance significant.
The reason Musk called out apple and google is that on one hand, the commission charged by Apple and Google App Stores is too high, and on the other hand, Musk wants to implement cryptocurrency payments on Twitter 2.0. However, both App Store and Google Play Store do not support in-app purchases using cryptocurrency, making it difficult for Musk to realize his plan for cryptocurrency payments on Twitter.
Therefore, Musk issued a tough statement: if apple and google dare to remove Twitter, Musk will make his own phone.
A long time ago, Tesla had once mentioned the concept of satellite communication based on the second generation of Starlink, but apple and Huawei have already been ahead in its application. Overseas, a netizen named "RPN.ETH" stated that Musk is the only person who can compete head-on with the iPhone.
He listed the advantages of Tesla making a smart phone: Starlink empowerment, comprehensive infrastructure for encrypted payments, native app support, design inspired by Cybertruck, solar panel roof, Twitter integration+, benefits of Tesla control+, exclusive benefits for vehicle owners.
Actually, apart from Twitter, none of the other conditions are essential factors for users to purchase a phone.
In this day and age, even if Tesla were to make a smartphone, it would be very difficult to have a winning chance. The current market structure is close to being finalized, unless Tesla can come up with disruptive innovation that impacts user choices. Given Tesla's current lack of resources, technology, channels, and experience in the smartphone industry, Tesla phones do not have the possibility of beating Apple or Samsung.
Therefore, if Tesla wants to establish a presence in the mobile phone market, adopting a model of combining essential national-level software with mobile hardware might be a way out.
Therefore, we see that before Musk entered the mobile phone business, he first acquired Twitter. Judging from Musk's intentions after acquiring Twitter, Musk aims to transform Twitter into the Western version of WeChat.
Currently, even though the number of Twitter users exceeds 0.5 billion, in terms of user volume, user stickiness, activity, and influence, it still cannot be compared with WeChat. However, Twitter is a very influential social media platform in the West and is one of the essential apps for mainstream users. Most Western users cannot do without Twitter.
Whether Musk can turn Twitter into WeChat remains uncertain, but it should not be difficult to gradually imitate some features of WeChat, such as payments, games, private chats, etc. Cryptocurrency payments, in mimicking WeChat Pay, also explore further boundaries and gray areas.
Why isn't Musk worried about Apple or Google delisting Twitter?
In fact, Musk is not only unafraid, but he is also provoking Apple and Google to delist Twitter. If Google and Apple were to delist Twitter, the chances of Tesla succeeding in the smartphone business would increase.
What would happen if Twitter became the exclusive software for Tesla phones?
As mentioned earlier, Twitter is a very important and indispensable social media platform among mainstream Western users, with a certain degree of irreplaceability.
Western users, especially in the USA, need to socialize, share, and access media and celebrity news they desire via Twitter, even participate in presidential elections. Many users also find viewpoints and values on Twitter, engage in politics, and stay informed about the world.
For instance, the number of followers of former President Trump's account was reset before and surged by over 20 million after reinstatement, showing the irreplaceable value of Twitter in Western people's lives.
If Apple and Google were to remove Twitter, it would cause significant inconvenience to Western users, especially in the USA. This action could directly anger the public and lead to large-scale opposition and resentment.
Looking back at the domestic perspective, the intense battle between 360 and QQ in the past infuriated many users. Although many uninstalled 360, they were still angry at Tencent's actions. Tencent faced significant public pressure as a result. Since then, neither Tencent nor 360 dares to challenge the bottom line of users with a binary choice. Therefore, if Twitter is removed, Apple and Google may not stand morally. Musk, being in a weaker position, could gain sympathy and user support as a result.
Reflecting on the situation in China, as early as 2017, WeChat and Apple clashed over the WeChat Subscription Account's tipping feature. The Apple App Store required apps not to contain buttons, external links, or other calls to action that guide customers to use mechanisms other than Apple's in-app purchase (IAP) for purchases.
Under Apple's rules, after long unsuccessful negotiations with Apple, WeChat chose to disable the tipping feature in the iOS version of WeChat, and later, WeChat public account QR code transfers were also not allowed by Apple.
Looking back at the domestic perspective, the intense battle between 360 and QQ in the past infuriated many users. Although many uninstalled 360, they were still angry at Tencent's actions. Tencent faced significant public pressure as a result. Since then, neither Tencent nor 360 dares to challenge the bottom line of users with a binary choice. Therefore, if Twitter is removed, Apple and Google may not stand morally. Musk, being in a weaker position, could gain sympathy and user support as a result.
Reflecting on the situation in China, as early as 2017, WeChat and Apple clashed over the WeChat Subscription Account's tipping feature. The Apple App Store required apps not to contain buttons, external links, or other calls to action that guide customers to use mechanisms other than Apple's in-app purchase (IAP) for purchases.
Under Apple's rules, after long unsuccessful negotiations with Apple, WeChat chose to disable the tipping feature in the iOS version of WeChat, and later, WeChat public account QR code transfers were also not allowed by Apple.
At that time, many Chinese people were discussing how users would choose in a scenario of Apple vs. WeChat. Luo Yonghao also criticized Apple for indiscriminately commissioning. It is known that Apple dare not uninstall or remove WeChat. Between iPhone and WeChat, Chinese users are more likely to choose WeChat.
Because if a Chinese user cannot use WeChat, a social app that everyone uses, it would mean their life would be greatly impacted, with the latter's importance to users far exceeding the former.
Later on August 7, 2020, President Trump accused WeChat and its parent company Tencent of jeopardizing national security, prohibiting future transactions between U.S. businesses and individuals with Tencent.
However, Trump later had to compromise, allowing U.S. businesses to continue using WeChat in China and permitting WeChat to remain on the Apple Store. According to informed sources at the time, senior U.S. government officials contacted some companies and found that completely banning WeChat, a Tencent company application, could have a devastating impact on U.S. technology, retail, gaming, telecommunications, and other industries.
This reflects that when a super app with a large user base battles with smartphone giants, the smartphone giants actually do not have the upper hand.
If we speculate further, under Musk's influence, if Apple and Google delist Twitter, and Twitter becomes the exclusive social software for Tesla phones, the likelihood of success for Tesla phones is even greater.
If only Tesla phone users can use Twitter, will there be many users considering buying a Tesla phone as a backup? I think this possibility exists.
Is Musk all talk, or does he really dare to take a gamble?
In today's mature smartphone market environment, the mainstream mobile software landscape has already taken shape, dominating users' lives. In China, users cannot do without mainstream social, e-commerce, and content apps like WeChat, Taobao, Tmall, Baidu, Meituan, Douyin, Toutiao, Aiyouteng, Weibo, and are also loyal to iPhone, OPPO, Xiaomi and other smartphone brands.
The same applies overseas, where users in the US and Europe cannot do without mainstream software like Google Search, YouTube, Twitter, Amazon Shopping, Facebook, TikTok, Instagram, WhatsApp, and others. It can be said that the absence of any one of them would make users feel uncomfortable.
Elon Musk acquiring Twitter, aiming to transform it into WeChat, is to elevate the number of users and user stickiness to an irreplaceable level. An irreplaceable application implies it is a must-have for a large number of users, holding a national-level APP and creating its own mobile phone would undoubtedly increase the chances of success.
In fact, having a high-tech attribute does not necessarily bring significant assistance to the success of smartphone products. Google, being a high-tech company, owns Google X laboratory and has advanced artificial intelligence technology which has shown certain achievements in IoT, robots, self-driving cars, and smart glasses, but Google Pixel smartphones have not been successful.
For smartphone products to succeed, it is related to overall competitiveness in aspects such as the product itself, user value, operating system, integration of the smartphone supply chain, and capabilities in channel distribution. If Tesla were to make a phone, it needs to return to these aspects.
In terms of competitiveness at these fundamental levels, Tesla can integrate the smartphone supply chain, but with Tesla's strength, the eye-catching features like SpaceX Starlink, Neuralink brain-machine devices, may not bring disruptive changes to the smartphone market yet.
However, the effect could be different if holding essential social apps that others don't have. If Apple and Google dare to remove, this could be an opportunity to make a move in smartphones, consolidate public support, and attract users. The positioning of a Tesla phone as an exclusive backup device for Twitter users could lead to faster market penetration.
Overall, this is essentially a gamble on the essentiality of Twitter to Western users. Currently, it is still unclear whether Musk is just talking big or if he truly dares to take the risk. Or perhaps, Musk has already prepared the layout for a smartphone in the event of Twitter being removed? This remains to be seen.
However, based on today's highly mature state of the smartphone industry, perhaps only if Apple and Google remove Twitter, would there be a possibility of success for the Tesla phone. $Tesla (TSLA.US)$ $Tencent (TCEHY.US)$
Because if a Chinese user cannot use WeChat, a social app that everyone uses, it would mean their life would be greatly impacted, with the latter's importance to users far exceeding the former.
Later on August 7, 2020, President Trump accused WeChat and its parent company Tencent of jeopardizing national security, prohibiting future transactions between U.S. businesses and individuals with Tencent.
However, Trump later had to compromise, allowing U.S. businesses to continue using WeChat in China and permitting WeChat to remain on the Apple Store. According to informed sources at the time, senior U.S. government officials contacted some companies and found that completely banning WeChat, a Tencent company application, could have a devastating impact on U.S. technology, retail, gaming, telecommunications, and other industries.
This reflects that when a super app with a large user base battles with smartphone giants, the smartphone giants actually do not have the upper hand.
If we speculate further, under Musk's influence, if Apple and Google delist Twitter, and Twitter becomes the exclusive social software for Tesla phones, the likelihood of success for Tesla phones is even greater.
If only Tesla phone users can use Twitter, will there be many users considering buying a Tesla phone as a backup? I think this possibility exists.
Is Musk all talk, or does he really dare to take a gamble?
In today's mature smartphone market environment, the mainstream mobile software landscape has already taken shape, dominating users' lives. In China, users cannot do without mainstream social, e-commerce, and content apps like WeChat, Taobao, Tmall, Baidu, Meituan, Douyin, Toutiao, Aiyouteng, Weibo, and are also loyal to iPhone, OPPO, Xiaomi and other smartphone brands.
The same applies overseas, where users in the US and Europe cannot do without mainstream software like Google Search, YouTube, Twitter, Amazon Shopping, Facebook, TikTok, Instagram, WhatsApp, and others. It can be said that the absence of any one of them would make users feel uncomfortable.
Elon Musk acquiring Twitter, aiming to transform it into WeChat, is to elevate the number of users and user stickiness to an irreplaceable level. An irreplaceable application implies it is a must-have for a large number of users, holding a national-level APP and creating its own mobile phone would undoubtedly increase the chances of success.
In fact, having a high-tech attribute does not necessarily bring significant assistance to the success of smartphone products. Google, being a high-tech company, owns Google X laboratory and has advanced artificial intelligence technology which has shown certain achievements in IoT, robots, self-driving cars, and smart glasses, but Google Pixel smartphones have not been successful.
For smartphone products to succeed, it is related to overall competitiveness in aspects such as the product itself, user value, operating system, integration of the smartphone supply chain, and capabilities in channel distribution. If Tesla were to make a phone, it needs to return to these aspects.
In terms of competitiveness at these fundamental levels, Tesla can integrate the smartphone supply chain, but with Tesla's strength, the eye-catching features like SpaceX Starlink, Neuralink brain-machine devices, may not bring disruptive changes to the smartphone market yet.
However, the effect could be different if holding essential social apps that others don't have. If Apple and Google dare to remove, this could be an opportunity to make a move in smartphones, consolidate public support, and attract users. The positioning of a Tesla phone as an exclusive backup device for Twitter users could lead to faster market penetration.
Overall, this is essentially a gamble on the essentiality of Twitter to Western users. Currently, it is still unclear whether Musk is just talking big or if he truly dares to take the risk. Or perhaps, Musk has already prepared the layout for a smartphone in the event of Twitter being removed? This remains to be seen.
However, based on today's highly mature state of the smartphone industry, perhaps only if Apple and Google remove Twitter, would there be a possibility of success for the Tesla phone. $Tesla (TSLA.US)$ $Tencent (TCEHY.US)$
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