A very well written analysis of the auto industry from August 2015 - and still very relevant. The topics covered are as follows:
- Electricity changes what it takes to build cars
- On-demand changes car ownership, and also changes which cars get bought
- Autonomous self-driving cars
- Scale, aka are cars the next opportunity for tech?
- To the extent that you add smart to a car, it should really be from the smartphone, with the car dashboard itself being 'dumb glass' just like a connected TV.