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Maite Bezerra

Maite Bezerra

Oct 21, 2026

speaker_0HOST
3:36
Why do you think that is? If they're spending so much time there and they recognize that they'd rather spend their time somewhere else, to your point, in ways that could deliver more value or differentiate their brands from others out there, why is that not happening or is it to come?
3:55
It's complicated.
3:57
That's a good question, right? That's the question we would like to understand.
4:01
And the feeling I have from the industry is there is still this idea that the automaker needs to own everything.
4:10
And when you look at the key players in software-defined vehicles, the ones that really are leading the way, they are highly vertically integrated.
4:21
And the problem is you can't have a full industry that is vertically integrated, right? Vertical integration is only for first players.
4:30
You only do that because you don't have an ecosystem of players to tap on, to rely on.

8 MINS LATER

speaker_0HOST
12:48
Do you see that regulatory burden improving or worsening over time?

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