The software opportunity in automotive is in delivering new capabilities that are unique to the car, solving real problems drivers experience every day.
I believe autonomy will dramatically change that math, as attention-free capabilities will give drivers significant portions of their time back to them to do what they please. This is the biggest single change to cars since their invention and one that many consumers want and are willing to pay for.
Perhaps most importantly, autonomy is an application that is native to the car, not the phone. This is one of the few transformational apps that car companies can really own, avoiding competing with every other app developer on the planet.Like most machines, cars depreciate. While reliability has significantly improved over the past 100 years, this is still both an expensive and inefficient burden for car owners.
While basic OTA is already table stakes, there are still major differentiation opportunities in the breadth, depth and frequency of software changes. As software can address more components of the car, the frequency of improvements increases, leading to a greater impact on the driver experience and a larger overall opportunity.
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