My personal belief is that the old line companies have not yet figured out how to adapt to the changing business model.
A car which will improve post purchase and require updates (...aka additional investment)
A car which requires much less servicing
An expectation that the car will eventually cost less than the equivalent ice
Where is the upside for either manufacturers or dealers. That said, the change is becoming big enough that it will be hard to kill, especially as battery and automation software investment now has kicked in.
The car companies will become data companies using the platform as their collection device (aka pixel Phone or Fitbit). And the dealers...will need to find a new way to add value.
A car which will improve post purchase and require updates (...aka additional investment)
A car which requires much less servicing
An expectation that the car will eventually cost less than the equivalent ice
Where is the upside for either manufacturers or dealers. That said, the change is becoming big enough that it will be hard to kill, especially as battery and automation software investment now has kicked in.
The car companies will become data companies using the platform as their collection device (aka pixel Phone or Fitbit). And the dealers...will need to find a new way to add value.