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There are not many differentiators on cars now either and we still have a range of "different" cars/brands. What makes you think the electrification will change

• fauigerzigerk 8y ago
  Electric motors are far simpler than ICEs. A lot of expertise that traditional car makers have will become obsolete. Many jobs will be lost, factories shut. The highest margins will no longer be in anything that car makers have traditionally done themselves. I don't doubt that there will be many brands, probably far more brands than ever before, exactly because it will be so much simpler to make cars from off-the-shelf parts, or just order them from some white label manufacturer. But where will the highest margins be? Wouldn't it be wise if car makers were asking this question and then invest in whatever that is with the greatest sense of urgency? >considering all cars will run the same self driving software If all cars run the same self driving software then I suspect that the maker of that software will benefit from some of the highest margins in the industry. I also think that there will be a lot of money in the network effects of linking the data that all those cars generate.
  • thefounder 8y ago
    The car companies should be forced to share the traffic data(i.e a kind of traffic data neutrality law) so it can benefit all. After all it should belong to the people not to a single car company. I'm pretty sure there is enough left to innovate and increase the margins. Self driving should be a standard/norm, not a premium proprietary feature.