Part 11/12:

This shift is critical because it suggests that future car sales may depend less on hardware specifications and more on software capabilities. Once consumers recognize how much smarter and more convenient these vehicles are, traditional car buying may decline in importance.

Industry Outlook: Challenges, Opportunities, and the Road Ahead

The current landscape is riddled with uncertainties. Automakers face declining EV sales post-incentives, corporate strategies retreating from full EV adoption, and technological hurdles delaying full autonomous driving. The transition period is volatile, with some companies—like Ford—making large-scale adjustments, including major write-downs, layoffs, and pivoting back to hybrids and internal combustion.