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> while the "auto" part will be completely commoditized

To some extent this is already the case with some manufacturers, many models across a range are built on a consistent platform http://en.wikipedia.org/wiki/Automobile_platform

There is a point where physical improvements on platforms are well into diminishing returns and the bigger improvements are in software and control (the classic "software is eating the world" thing applies here).

I don't have a problem with this but I suspect the automotive industry might ;)




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