原推：According to @ARKInvest’s research, batteries & software will disrupt the auto industry seriously during the next five years. In this blog, @skorusARK illustrates how a ~25% increase in demand could hurt the enterprise value of the auto industry, with or without autonomous EVs. https://t.co/alcCyovFPG
What happens when software eats cars?
Hardware unit volumes should matter less.
The auto industry is undergoing two transitions; to electric and to autonomous.