People tell me i'm too focused on the cars software and a car is just a car and doesn't need so much emphasis on software. But working in IT for 20+ years you can see the transition that is taking place and can see why mechE's are mad because we're in the middle of a huge transitional shift. Cars have become computers on wheels and old school car manufacturers are struggling to adapt with the new reality that the hardware and software need to work together and well with more emphasis on the software. I think Lucid, Rivian, Tesla etc. are all in very good positions. Yes, the old boys are great at manufacturing but you can see what Tesla has done in 10 years of manufacturing that the old boys haven't even bothered to streamline etc.
I see this as the iPhone era. Nokia and Motorola were kings they just stuck to what worked and didn't really adapt or more so adapt quickly enough. Apple came in and obliterated them. I remember when the iPhone was announced people laughed at it and said "who wants a touch screen phone" etc. and look where we are today. I see this in the automotive space, Tesla, Lucid and Rivian are Apple the old boys are Nokia and Motorola who are struggling to adapt. Now the question I have with the old boys is......... who will survive?