Cars are in the process of transitioning to consumer electronics software devices. That’s a good fit for Apple and the others in this space (except for tesla)

Cars are in the process of transitioning to consumer electronics software devices. That’s a good fit for Apple and the others in this space (except for tesla) have no ability to execute on software (or even EVs really). The old car companies are dumb and slow and their industrial design mostly sucks. [0] I think it makes sense, particularly if you model the future as autonomous vehicles and AR as the next platform. People will be in their cars using their Apple devices and doing other things while in transit. The car will be a lot different than today in that future and Apple wants to be part of that design. This is a massive winner take all (or possibly duopoly) market in a way similar to phone platforms. [edit] In the US the dealership model hamstrings legacy car manufacturers from making important changes. These dealerships have legislated their existence and block things like OTA updates. They're staffed largely by people who dislike EVs and don't really understand the product. This is another big problem for any legacy manufacturer trying to make a big shift. [0]: For an example of dumbness, GM bought Cruise (smart) and then relegated them to a single product at the edge of their line (dumb). They don't realize what they have or the existential threat they face. I don't hold out hope for any of them.