I think the first thing to be consolidated will be the car software, and possibly FSD. The car manufacturers that are looking at cutting cost are the same manufacturers that struggle with their software. For manufacturers with few in-house parts, the software requires integration with software included by suppliers, which means manufacturers have trouble sharing a supply chain if the cars don't use the same software. It's also easy to mess it up, I lost count on how many times VW switched between in-sourcing and out-sourcing their software.
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