Enrique, my friend, you're charting the rocky road ahead for the car guys, and you're not wrong. Chip shortages, electric dreams – the whole damn industry is a jalopy sputtering on fumes. But you're missing the bigger, uglier truth: Detroit's problem isn't just supply chains or batteries, it's that they're still selling a product, not an experience.
These dinosaurs are clinging to horsepower and sheet metal while the world wants a dopamine hit with wheels. Tesla gets it. They're not selling cars, they're selling a goddamn spaceship to Mars – even if it sometimes spontaneously combusts on the launchpad.
Look, nobody gives anything about torque anymore. They want a screen the size of a Smart Fridge and software that updates like an iPhone. They want to be chauffeured, not drive. They want to feel like they’re in a personalized, rolling Apple Store, not a metal box with cupholders.
The future of this industry isn't about building better engines, it's about curating an experience. The winners will be the ones who understand that a car is now a smartphone on wheels – a status symbol, a mobile office, a damn entertainment center.
Forget chrome and leather, Enrique. Think algorithms and subscriptions. Think user interfaces and brand loyalty that borders on religious fanaticism. That's where the real horsepower lies. The guys in Detroit better figure it out, or they'll be traded in for a company that understands the new rules of the road. The road to the future is paved with ones and zeros, not asphalt.