[mattiemass]

I've read fairly similar takes comparing EVs to the digital camera. I'm very interested to see what ends up happening, but my guess is the car market will be quite unique.

I do think the author is overestimating the importance of peripheral functions of cars.

[brbsix]

By peripheral do you mean things like entertainment systems and apps? If so I agree. However the author specifically emphasized the importance of the computer and it's associated software. I've got to think that entails things like autonomous (or assisted) driving capability as seen in the recent Tesla updates as well as things like improved accident avoidance, "hailing" features, or self-maintenance. I can certainly see how these software improvements would be compelling.