How Intel missed the iPhone revolution

it’s a choice between stagnation vs. a painful transition to a lower margin business. They’ll never get into hot growth areas like cars or IoT clients, and still keep the x86 lock-in plus high-margin gravy train rolling.

Source: techcrunch.com

Question is do they have the staying power to make the painful transition, especially in automotive where customer expectations are high and competition is extremely challenging.

Carmakers Could Save $35 Billion in 2022 by Doing This — The Motley Fool

average new car has about 200 million lines of programming code, and much of that code can be tweaked later to improve safety, update maps, or add entirely new features

Source: www.fool.com

That same $20B in warranty costs has been discussed for at least 10 years – but little done to wear it down. The issue is automaker culture and legacy silos. BMW and Tesla have the different culture to pull off OTA.