Jeremy Burton EMC predicts that 50% of car manufacturers known today will disappear- eaten by software. 

Software that not only drives (sic) smarter vehicles but makes those smart vehicles smarter. By analysing the wealth of real-time and historic data to predict needs and adapt the driving experience. Even as the driving experience becomes more of a driven experience with autonomous, self-driven vehicles. 

It is often said that software products must be analytics products. Now cars will not only be vehicles with analytics as today but vehicles that are analytics products to constantly change and evolve to predict and meet the needs of travelers.

Uber ready, with insurance by the minute/hour- no wonder the German, Japanese giants are striving to dominate before the software companies grab the leading roles.