Episode: Utilizing AI – Ep. 35, “Software-Defined Vehicles: Do You Really Own Your AI Car?”
Guests: Olivier Blanchard, Research Director, Intelligent Devices · Brad Shimmin, VP & Practice Lead, Data, Intelligence, Analytics & Infrastructure (The Futurum Group)
Host: Stephen Foskett, President, Tech Field Day
Episode Published: July 15, 2026
Listen: YouTube | Spotify |Podbean
The Take
The automobile just quietly changed categories. It is now an edge-compute platform that happens to have wheels — running local, agentic workloads on data-center-class silicon from Qualcomm, MediaTek, and NVIDIA, tethered permanently to the cloud. That shift wins the engineering argument and opens a second one the industry is losing: when the platform charges for hardware the owner already paid for, and watches the driver to do it, “ownership” stops meaning what it used to. This conversation is the clearest signal yet that the consumer-vehicle fight and the enterprise-agentic-governance fight are the same fight.
What You’ll Hear
- Why rooting your car is nothing like rooting your laptop — and why that one difference reframes the entire autonomy debate.
- The “heated seats as a service” backlash, and the line owners will not let automakers cross.
- Why the panel argues the loudest pushback isn’t anti-EV, anti-autonomy, or anti-subscription — it’s something else.
- How BYD’s pace and upstarts like Scout and Rivian are exposing a gap legacy automakers can’t close on their current timeline.
- The one autonomous feature drivers will happily pay for — and why it points to the only monetization model that survives.
The Insights
The Car is now an Edge Node, and a Bug in an Edge Node can Kill Someone
Modern vehicles process compute, storage, and agentic workflows locally while staying tethered to the cloud, which is why automakers now buy from data-center silicon vendors like Qualcomm and NVIDIA. Blanchard and Shimmin’s point is that the edge-compute framing changes the stakes, not just the architecture: the experimentation that costs you a bricked laptop costs you a collision in a two-ton vehicle at speed. That is why they treat autonomous control as a governance problem before it is a technical one.
“I can root my phone, I can put whatever OS I want on my laptop… and if it blows up, I might have a small fire on my desk, or it might just be a brick. But if that happens in the car, you may be hurt, and others may be hurt more importantly.” — Brad Shimmin, VP & Practice Lead, Data, Intelligence, Analytics & Infrastructure, The Futurum Group
Drivers Accept the Co-Pilot and Reject the Watchman
The split is sharp. Opt-in assistance — lane keeping, predictive braking — earns trust because it pairs human intent with machine reaction time. Mandatory in-cabin surveillance and full autonomy read as mission creep: cameras installed to police the distraction that the dashboard’s own screens created. The augmentation that enhances the driver wins; the automation that replaces and monitors the driver stalls.
“The software-defined vehicle is just a platform… that happens to be a car, just like a smartphone happens to be a phone. Are car manufacturers taking away the joy of driving… to put more screens in my car and feed me more data, or extract more data from me?” — Olivier Blanchard, Research Director, Intelligent Devices, The Futurum Group
Charge for Hardware the Owner Already Bought, and Teach Them They Don’t Own the Car
The subscription model — heated seats and installed features gated behind a monthly fee — is where the backlash turns visceral. When the dashboard surveils, the engine can’t be repaired, and physical components demand recurring payment, the vehicle reads less like property and more like a leased terminal for a cloud service. Futurum’s read is that this is opening a real wedge: an “analog premium” for minimal-tech, right-to-repair vehicles, with Scout and Rivian positioned to take it.
“It’s not that they hate electric cars or self-driving cars or subscriptions or whatever — it’s that they hate that it’s not a car anymore. Right?” — Stephen Foskett, President, Tech Field Day and host of Utilizing AI
The Big Picture
The through-line the panel draws reaches past automotive. The governance question that stalls enterprise agents — who may let software take an action, and under what controls — is the same question that stalls the autonomous, monetized car. The market is already splitting into buyers who accept the conveyance platform and buyers who will pay to escape it. The automakers betting their roadmap on subscription-gated hardware and mandatory surveillance are betting against the most durable thing they sell: the sense that the car belongs to the person driving it.
Listen & Resources
Listen to the full conversation: YouTube · Spotify · Podbean
Mentioned in this Episode
- Silicon partners: Qualcomm, MediaTek, NVIDIA
- Robotaxis: Waymo
- Global EV disruption: BYD and the Chinese EV market
- The “analog premium”: Scout, Rivian; the right-to-repair movement
Disclosure: Futurum is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of Futurum as a whole.
Other Insights From Futurum:
Will NXP’s SAF9800 AI Audio Processor Become the Ears of the Car?
NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?
Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes?
Author Information
Olivier Blanchard is Research Director, Intelligent Devices. He covers edge semiconductors and intelligent AI-capable devices for Futurum. In addition to having co-authored several books about digital transformation and AI with Futurum Group CEO Daniel Newman, Blanchard brings considerable experience demystifying new and emerging technologies, advising clients on how best to future-proof their organizations, and helping maximize the positive impacts of technology disruption while mitigating their potentially negative effects. Follow his extended analysis on X and LinkedIn.
Brad Shimmin is Vice President and Practice Lead, Data Intelligence, Analytics, & Infrastructure at Futurum. He provides strategic direction and market analysis to help organizations maximize their investments in data and analytics. Currently, Brad is focused on helping companies establish an AI-first data strategy.
With over 30 years of experience in enterprise IT and emerging technologies, Brad is a distinguished thought leader specializing in data, analytics, artificial intelligence, and enterprise software development. Consulting with Fortune 100 vendors, Brad specializes in industry thought leadership, worldwide market analysis, client development, and strategic advisory services.
Brad earned his Bachelor of Arts from Utah State University, where he graduated Magna Cum Laude. Brad lives in Longmeadow, MA, with his beautiful wife and far too many LEGO sets.
Stephen is the President of the Tech Field Day business unit for The Futurum Group. An active participant in the world of enterprise information technology, Stephen currently focuses on AI, edge, and cloud, and is a long-time voice in enterprise storage.
Stephen oversees the popular Tech Field Day event series, bringing panels of independent technical content creators together with leading companies in the industry. He also hosts the weekly Utilizing Tech podcast, and contributes to numerous podcasts, webcasts, and industry news reports.
A graduate of Worcester Polytechnic Institute, Stephen studied the impact of technology and society. He frequently travels to Silicon Valley for Field Day events and appears on-stage, in analyst and press panels, and behind the scenes at events around the world.
