The other future path is that all the other OEMs follow suit because they don't want to just make money once in selling hardware - but have a recurring revenue

The other future path is that all the other OEMs follow suit because they don't want to just make money once in selling hardware - but have a recurring revenue stream. At the moment GM (and Tesla...) is capacity constrained so no reason to appease customers any more than they need to. Not till you have excess supply. I think GM can take the hit for a year or two and see if other OEMs follow. If not they can always say "whoops, here's an OTA upgrade". If other OEMs follow what will consumers do - besides mounting their cellphone on their dash.