Autonomous Vehicles == Low Value


In “The race for autonomous vehicles is over.  Silicon Valley lost.” John McElroy (Twitter: @Autoline) makes some excellent points.  Here are my cliff notes:

  • Some companies are based on 10% margins
  • Some companies are based on 40% margins
  • Manufacturing at scale is HARD and requires years of DNA development
  • Innovation at web scale/speed might be best done in Silicon Valley
  • The battle for the the Autonomous Car itself is over; Detroit won.

The battle the the REAL prize; the data generated by people and families as they use Autonomous Vehicles is just being considered.


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