This is a great post from someone not in the industry.<p>Car companies can&#x27;t outsource production to Foxconn.<p>Source: gesamtprojectintegrationleiter (complete project integration director) for a german car brand.  After the car is &quot;finished&quot; setting up the production line and making the tools is a 24-36 month process.  You _need_ suppliers both for sheer capacity and expertise. On my project, 17,000 parts (most with subcomponents) coming together. THEN crash, emissions, certification, etc.<p>Easier of course to do at small scale like Tesla, but growth and capacity planning are huge topics.  Tesla&#x27;s run rate is what 30K cars per year? (not sure, just a guess).  BMW sold 2M cars last year. Factories, suppliers, labor, paint, tooling (not the fun stuff) consumes an unbelievable number of cycles.<p>Obviously that revolution will come from software, but there&#x27;s no getting around the hardware. One of the software co&#x27;s will have to buy a car company to achieve revolution and scale.