Without revealing too much, German automakers have expertise primarily in logistics, with some expertise in automotive design.

There is a vast pyramid of Tier-1 and Tier-2 suppliers that feed into that logistics chain. A lot of those suppliers are promising automakers that they can deliver either components that feed into autonomy, or else autonomy in full. This fragments the effort across literally hundreds of small teams, many of whom have little to no expertise at all in the necessary disciplines.

Additionally, every German automaker also has its own in-house autonomy team, and the relationships between in-house, contracting, and supplier teams is chaotic. Many managers see autonomy as another way to build a small empire and make a name for themselves, and it just results in a huge organizational snarl.

The fact that this is an area no one knows how to execute on yet since it's brand new, coupled with these gross inefficiencies, will mean autonomy efforts from the automakers will be stillborn. They will eventually learn from it though, acquire the right teams, and get on with putting it into their cars just as they're doing with EV.

Thanks for the answer. But "some expertise in automotive design" looks a bit of an understatement to me.