I agree. Take a quick look at the value chain, and think about who is going to capture the bulk of the margin. Is it the company building thousands of pounds

I agree. Take a quick look at the value chain, and think about who is going to capture the bulk of the margin. Is it the company building thousands of pounds of commodity pig iron? Or is it the company providing the machine learning secret sauce? Or is it the company making must-have sensors. My bet is on the software and the sensors. PC's of a couple of decades ago provide a parallel. Microsoft getting 10's of dollars of margin off every PC, Intel getting 10's or maybe 100+ dollars of margin off every PC, and motherboard makers with a gross margin of $3 per board. Much less the case makers.... The old line auto manufactures are building cases for the computers and software that are tomorrow's self-driving cars.