I saw this interview with Bob Lutz in the September 2016 issue of Car and Driver.
C/D: Because automakers eat so much capital, will we eventually see only four or five remaining?
BL: It’s likely. With autonomous cars, you’re gonna see more consolidation. Once we have transport modules, you order off the phone and brands won’t matter anymore. When brands don’t matter, the auto industry ends. It’s got another 20 years.
Bob Lutz On Where The Auto Industry is Headed
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