There is absolutely no way that any of these car makers are going to make successful software platform. They're delusional. If you want the iPhone, the literal only place to get it is on singular, which will eventually be called AT&T. That's what'll happen. And it may take two decades of pain and suffering to Markowitz point. Well, it'll suck for us the whole time. But inevitably, it will happen because there is no fighting at software platforms.

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