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How so? I mean, they're still manufacturing the actual car itself.



For software-eating-the-world reasons, I'd guess. A chance to differentiate your product as software does more and more, versus a big chunk of the experience being within someone else's control and the underlying vehicle being an interchangeable commodity.

I haven't tried it personally, but people seem pretty passionate about the software on the leading electric vehicle brand, plus its associated do-everything phone app letting you control the vehicle, find a charger, or even order a new model.

The situation will probably be like smart TVs for quite a while: lots of janky experiences and user-hostile behaviour, because it's just so valuable to own a software platform that every company tries.




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