These companies fail because vertical integration, and even a monorepo, is needed to make these efforts successful. This is completely at odds with the existing

These companies fail because vertical integration, and even a monorepo, is needed to make these efforts successful. This is completely at odds with the existing OEM/Tier 1 business model and engineering process grown up around it. Also, neither OEM nor Tier 1 have software cultures up to the challenge. This is why the Chinese OEMs, Tesla, and Rivian are able to move fast.