Core Insights - Tesla is reportedly developing support for Apple CarPlay, a feature highly requested by its customers [2][5] - The move is seen as a significant change for Tesla and CEO Elon Musk, who has previously criticized Apple and resisted adding CarPlay [3][4] - Tesla's sales have been declining, with some potential buyers citing the lack of CarPlay as a reason for not purchasing [5] Company Developments - Tesla has begun in-house testing of CarPlay and is discussing a rollout in the coming months, although there is a history of postponing features [4] - The addition of CarPlay is considered essential by many drivers, with a study indicating that one-third of buyers view the absence of such features as a deal-breaker [5] Industry Context - The automotive industry is increasingly focusing on connected vehicles, which can enhance the driving experience and provide personalized recommendations [6][7] - Connected cars are expected to play a central role in the automotive eCommerce ecosystem, bridging the gap between online and physical commerce [8]

Core Insights - Stellantis' partnership with Amazon to develop in-car software is winding down, with Amazon staff reassigned or leaving the project [1] - Stellantis will pivot to an Android-based system while continuing to utilize Amazon Web Services as its preferred cloud provider [2] - Stellantis aims to have 34 million connected cars on the road by 2030, with a focus on generating new revenue streams beyond vehicle sales [3] Group 1 - Stellantis initially planned to generate $22.5 billion annually from software by 2024 through its partnership with Amazon [1] - The in-car software strategy included three components: STLA Brain, STLA SmartCockpit, and AutoDrive [5] - The STLA SmartCockpit was intended to deliver personalized applications and services to drivers and passengers [5][6] Group 2 - The shift to an Android-based system indicates a strategic change in Stellantis' approach to in-car technology [2][6] - Stellantis has formed partnerships with other companies like BMW, Foxconn, and Waymo to support its connected car initiative [3] - The focus on personalized services through technology was a key aspect of the collaboration with Amazon [6]