In Amazon's case they are a major investor in Rivian, an electric truck company that they are reported to be buying 100,000 electric delivery vans from over the

In Amazon's case they are a major investor in Rivian, an electric truck company that they are reported to be buying 100,000 electric delivery vans from over the next decade. Ford another major Rivian investor has partnered with and invested in autonomy startup Argo AI Rivian has said that their vehicles will have level 3 autonomy but if you look at the sensors the vehicles will include they would probably could be level 5 capable with the right software. Perhaps both Amazon and Ford are planning on bringing their own software to run on Rivian's hardware to turn the stock Rivian into a level 5 vehicle? It seems like it could be a smart play since the autonomy software will probably be the highest margin part of the vehicle.