This is basically the automotive industry version of what "the cloud" has done for IT infrastructure and everyone wants to be the new AWS.
Lets not forget that one of the features of "the cloud" seems to be massive breaches of personal data left swinging in the breeze in ill-secured cloud backups and the like.
With vehicles it will be unacceptable to leave safe operation* to the customers as the risks to life and limb dwarf the severity of the risks from cloud. There won't be a "new AWS". AWS can shuffle all the responsibility for third party damage onto its customers; vehicle manufacturers won't. It's not just a huge potential market for manufacturers, it's also a hugel risk.
* The opportunities for gathering, mining and subsequently leaking personal data are the same or worse than the cloud but now only a side-issue.