As someone who works professionally on embedded software devices that update over the internet, car companies are stuck not because they can't get software talent, but because they have no ability to actually build the electronics alongside the software, which is ultimately what constrains embedded software. Without the right hardware, the constraints are just insurmountable, you can not do X feature because board A…
> But you can not just roll all your own electronics in a year. Why? A year is a long time and it's a solved problem. In any case even if you allow the "a year is not enough" argument why didn't they start 5 years ago?
You don’t know that vertical integration will guarantee that you’re more competitive, and the investment you need to make before you see a return is beyond 5 years. That’s not an easy bet to make. It looks obvious in retrospect, but it’s really not.
It requires quite a bit of in-housing that many of these teams aren’t yet well-versed in, so as you vertically integrate you’re also disrupting your internal structure while adding new people. It’s a lot to take on. Meanwhile, there are other long term plans underway already.