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The auto sector is one of the most competitive in the world. There are tons of automakers that don’t have subscription services.


Yet. Because if there is money in subscription services, they will add those — or go bust if they don't because, as you've said, it is one of the most competitive sectors in the world.


Or they’ll realize there’s a market of people who don’t want subscription services and they’ll price their car at a profit making level without subscriptions…


...which will still lead to lower profits than if they instead tried to push into the higher-margin section of the market. The Innovator's Dilemma, you know?


Sure, but there’s competition in the subscription car space, just because you make one doesn’t mean it will sell. Businesses will make products that people want when they are in competitive markets.


For now. The problem is that anticonsumer grift will eventually pervade the entire space. If not prevented legally then it will just be a matter of time, because incidental cooperation between all competitors is just so much better for them than trying to compete on this point.

And this is an industry where starting a competitor is simply not feasible without incomprehensible amounts of capital.


> The problem is that anticonsumer grift will eventually pervade the entire space. If not prevented legally then it will just be a matter of time

This isn't a guaranteed thing.

Toyota makes money hand over fist selling decade behind the competition vehicles for high prices based on a premise of reliability that the overwhelming majority of buyers will not keep the car long enough to take advantage of and HN never misses an opportunity to praise them for it.

I feel very confident saying that the market for cars that don't include SAAS-esque BS subscriptions will be large enough to sustain a decent number of offerings in the same way that the sedan market is still healthy despite the crossover-ification of everything and the hatch market is stronger than it's been since the 90s.


but something as big as an auto purchase is a amalgamation of many decisions into one. what they are relying on is that the pain of subscription does not out weighs the rest of value a BMW provides. esp if they can bury this in details and give it away for a couple of years like volvo does.

My suspicion is this will become a lot more pervasive & render every auto purchase to choke full of these under the surface sour decisions.




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