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Showing posts from September, 2025

From ICE to AI: The Great Automotive Power Shift

  Open a modern EV’s frunk and you’ll miss the familiar chaos of belts and manifolds. Pop the dash instead and you’ll find Ethernet switches, GPUs, container runtimes, and a central brain juggling dozens of real-time tasks. The balance of power in the auto industry is moving—away from pistons and toward code. The short version: differentiation now lives in  software, data, and AI . Hardware still matters, but the moat is shifting to architectures that can ship features continuously, prove safety, and scale across trims and regions. Why this shift is happening now Market gravity.  EV sales smashed records in 2024 (~17 million globally) and are set to pass a quarter of all car sales in 2025, with 2030 projections around  39 million  passenger EVs. That concentrates value in electronics, compute, and software lifecycles rather than mechanical complexity.  IEA BloombergNEF Regulatory gravity.  UN  R155  (cybersecurity) and  R156  (softw...