[rtfs]

The central issue here is also that Volkswagen is going to change massively over the next 10 years. They are about to invest billions in e-mobility, connectivity, and autonomous driving. So the competition among car manufacturers, esp. Tesla and the rest, is going to increase over the next years. Tesla we be on new grounds in 10 years from now.

[secfirstmd]

Or they are going to find themselves so far behind that they have to buy into a Google ecosystem to run their cars and like Android manufacturers they find themselves in the declining hardware margin business.