Once an OEM opens up its vehicle data and control to Android (and/or Google Automotive), it's game over for them. The OEM becomes a commodity hardware maker. Plenty of analogy with mobile phones manufacturers. The OEM will not make a dime after the sale of the vehicle while Google will build and strengthen a development platform to enable third-party applications and services and profit from them (something Google knows how to do really well). Think Turo/Getaround, cleaning, refueling, charging, insurance, package delivery, in-car applications, etc.
One way out of this is for the major OEMs to band together and create their own standardized platform that works across OEMs. At minimum, that platform should expose a single standard interface to all third-party service providers.
One way out of this is for the major OEMs to band together and create their own standardized platform that works across OEMs. At minimum, that platform should expose a single standard interface to all third-party service providers.