The Incumbents Have the Moat

Why Automotive OEMs Are Positioned for Disproportionate Success in the Physical AI Era

By Shawn Sehy Published 2 June 2026 11 min read

The full text is published on Substack.

A relevant next step

Get a leadership team or board fluent in the stack before it makes a decision.

Nothing is sent until you submit the form. You can change the offer or leave out the page reference there.