You think, how is the automobile industry going to supply that nondifferentiated demand?
“That is a scary proposition. That’s where you have to worry about people like Apple and Google, because 90 percent of the content of the vehicle is going to be in the electronic systems and the connectivity and, of course, the battery. The module itself is going to be relatively trivial.”
You can have any vehicle module color you want, as long as it’s black.
Bob Lutz is famous for his car design leadership, his old job will be trivial in the future, but he can’t predict the date. Given that cars tend to stay around 10-20 years and still run, it will be difficult to imagine the coexistent model.