Just because manufacturing is hard, doesn't mean you should stick to it. Cars are already a commodity, if Uber/Google/Apple manage to deprecate car ownership in favour of centralized fleets then being a car manufacturer will be a low margin cut-throat business.
Think about how much of the machinery (and profits) of the car business would get eaten. No more annual model updates, no more advertising, much smaller luxury market and so on.
In that world it makes sense to try and move up the stack to own your own destiny and capture profits.
Think about how much of the machinery (and profits) of the car business would get eaten. No more annual model updates, no more advertising, much smaller luxury market and so on.
In that world it makes sense to try and move up the stack to own your own destiny and capture profits.