This sounds a little like designing their cars to only work with a proprietary formulation of gasoline and “expecting” to automatically capture all the revenue

This sounds a little like designing their cars to only work with a proprietary formulation of gasoline and “expecting” to automatically capture all the revenue that third party gas stations are making right now. Consumers aren’t stupid enough to think they should be paying subscription fees to GM for infotainment features when they have other, often free, options.