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Comment by Schiendelman

3 days ago

I think you misunderstand - they can charge slightly less for the car, and not actually charge you for that bit of hardware, if they're monetizing it differently.

No, I understand what you're saying. But they absolutely aren't doing that and there's no way they were eating the hardware cost as a loss-leader on future recurring revenue. The buyers paid for the hardware and then needed to pay for software to enable it.