Counterpoint, given their position as a legacy car maker, they are positioned to transition to the next generation of software driven automobiles. They provide

Counterpoint, given their position as a legacy car maker, they are positioned to transition to the next generation of software driven automobiles. They provide the integrated hardware and software that becomes a car. As more sensors are added and engines with the electric transition are even more digitally controlled than ICE, it makes sense to own the base hardware and software. This is their strength, building cars, which like it or not are just big robots running code, controlled by humans for now.