> Software is eating the world, established automakers don't have the culture for it.
I remembered that WeWork was evaluated as Software company but not. For Tesla?
If that's the worst criticism you find in my rather speculative wall-of-text, I actually find that pretty promising :P
But yes: Autopilot/autonomous driving, data collection & curating for this, OS controlling all actuators & sensors in the cars, car UX, OTA updates of this, management of fleet sensor data for health monitoring/preventive maintenance of common problems, custom software controlling manufacturing hardware and supply chain, charging station software (local & fleet level), software management of stationary battery systems, battery packs in cars, motors +++.
Doesn't compare to hooking up tenants to a desk space.