Autonomy will profoundly reshape the automotive competitive landscape. For decades, traditional OEMs competed on driver experience, engine performance, styling and cost. In a world with no drivers, no engines and no car ownership, none of these factors matter. Worse, rather than lowering costs, formal “tier 1-2-3” supply chains struggle to coordinate software interfaces, slowing development. The new competitive basis is clear: the best software wins. How can OEMs, EV manufacturers, and AV technology companies win?