The Autonomous Vehicle Industry Is Learning From Phones: Go Modular

The autonomous vehicle market is splitting into specialized roles—Uber handles platforms, Hertz manages fleets, Lucid builds hardware, Nuro develops software—rather than each company doing everything itself. This echoes how smartphones matured: dominance gave way to component suppliers and software firms. Robotaxi deployment will likely accelerate once these partnership networks align, rather than waiting for any single company to build it all.