Steven Sinofsky wrote this related post about 18 months ago:
About a year ago, Tesla Motors announced the a number of new all wheel drive variants and street legal, semi self…medium.com
One of the biggest parts of the change is how all electric cars + software based features play really well with each other. In particular, even beyond say infotainment and communication moving to software like in the case of phones, software for control ( e.g. on Tesla firmware update improved acceleration ) opens up a new dimension of interesting things you can do with software updates.