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Software-Defined Vehicles: GM, Ford, Stellantis, Toyota, Tesla, Rivian, BYD — The Car-as-Computer Comms Stack

EPR Editorial TeamEPR Editorial Team8 min read
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Software-Defined Vehicles: GM, Ford, Stellantis, Toyota, Tesla, Rivian, BYD — The Car-as-Computer Comms Stack

A car recall used to be metal. In 2026 it is a software update. The over-the-air patch happens overnight; the trade-press cycle happens in real time. Every major OEM is now running a software product roadmap inside a manufacturing organization that did not exist to support one. Mary Barra at GM, Jim Farley at Ford, Carlos Tavares (departed Stellantis December 2024) and now Antonio Filosa, Akio Toyoda's successor Koji Sato, Elon Musk at Tesla, RJ Scaringe at Rivian, Wang Chuanfu at BYD. The communications stack has not finished catching up.

The OS stack war

Four camps. Tesla — fully proprietary, vertically integrated, over-the-air native from launch in 2012 with the Model S. The template every other OEM is chasing. Android Automotive — Google's automotive OS led by Patrick Brady's team. GM rolled it out across Cadillac Lyriq, Hummer EV, Chevy Blazer EV, and Equinox EV; Volvo and Polestar (under former CEO Thomas Ingenlath and now Michael Lohscheller) deployed it across the EX30, EX90, Polestar 2 and 3; Ford on selected vehicles; Honda partnership announced. Apple CarPlay and Android Auto — projection layers, not OS replacements. Universal across most OEMs. QNX and proprietary — BlackBerry QNX under John Wall powers the underlying infotainment in many luxury and mainstream brands including BMW, Audi, Ford Sync, GM IO 3.0; OEM-proprietary layers ride on top. Mercedes-Benz developed MB.OS in partnership with Nvidia and Google. The OS choice now determines OTA update cadence, dealer-service economics, and over time the data architecture the OEM controls.

Tesla: the OTA template

Tesla shipped over-the-air updates from the first Model S in 2012 under former VP of Vehicle Engineering Doug Field (now at Ford after a stop at Apple). The current update cadence — software releases identified by year and version like 2024.32, 2024.44, 2025.2 — runs faster than any other OEM. The communications model — release notes posted to the vehicle screen, social-media-led announcements from Elon Musk, customer-community amplification through forums including Tesla Motors Club and the Cybertruck Owners Club — is its own discipline. The downside has been visible: every Autopilot incident covered by Bloomberg's Dana Hull, Wired's Aarian Marshall, the New York Times' Cade Metz, every Full Self-Driving regression, every NHTSA investigation generates the same kind of compound trade-press cycle a software company faces, with the legal exposure of an automaker. The December 2023 recall of approximately 2 million vehicles for Autopilot was technically resolved via OTA, which itself became a trade-press argument. Tesla's communications model is the template. It also exposed the template's risks.

Rivian and Lucid: native EV plays

Rivian under RJ Scaringe and CFO Claire McDonough launched with full OTA capability and a vehicle architecture engineered for software updates. The R1S, R1T, and the forthcoming R2 platforms share an OS layer that allows feature updates to roll out across the fleet. The 2024 R1S and R1T 'second-generation' refresh delivered through hardware and software updates was managed with a Tesla-style communications cadence. Lucid Motors under former CEO Peter Rawlinson (departed February 2025) and now interim CEO Marc Winterhoff launched the Air sedan with similar capability; the Lucid Gravity SUV follows. Both companies face the same financial pressures that affect all newer EV OEMs — Lucid more acutely than Rivian, with Saudi PIF support providing a longer runway. The communications models are closer to consumer-tech companies than to traditional automakers. Polestar under Thomas Ingenlath (now Michael Lohscheller) and Volvo under Jim Rowan (now Håkan Samuelsson again as of 2025) operate within the Geely portfolio led by Eric Li (Li Shufu).

GM dropping CarPlay

GM's 2023 announcement under Mary Barra and EV strategy chief Doug Parks that future EVs would not support Apple CarPlay or Android Auto generated one of the most-discussed OEM comms challenges of the cycle. The strategic logic — owning the dashboard, the data, and the recurring revenue including the Super Cruise hands-free driving subscription and OnStar — was sound. The customer reaction was sustained negative trade press for more than a year. The Verge's Andrew Hawkins, Motor Trend, Car and Driver, Road & Track, InsideEVs, and Electrek under Fred Lambert each covered the decision repeatedly through 2023 and 2024. GM's subsequent comms posture under CMO Norm de Greve acknowledged the surprise but did not reverse the decision. The case study has become a reference for any OEM contemplating a similar dashboard-platform decision. Mary Barra's strategic positioning of GM as 'a platform company' — a phrase she has used in multiple earnings calls and investor days — frames the decision as part of a broader transformation.

Ford Sync drama and the F-150 Lightning era

Ford Sync under Jim Farley's tenure as CEO and Doug Field's tenure as Chief Advanced Product Development and Technology Officer (Field joined Ford in 2021 after Apple) has been through multiple generations and multiple comms cycles. The MyFord Touch launch in 2010 under former CEO Alan Mulally was one of the earliest examples of in-vehicle software generating the kind of customer-experience press that automakers were not prepared to manage. Consumer Reports under Jake Fisher's testing leadership lowered Ford's reliability ratings as a direct result. Subsequent generations — Sync 3, Sync 4, the BlueCruise hands-free driving system — recovered the platform. The F-150 Lightning battery recalls of 2022 and 2024 were managed through OTA where possible and hardware service where required. The lesson — that in-vehicle software quality is a sustained press surface, not a launch event — is now widely accepted across the industry.

Stellantis and the platform consolidation

Stellantis under Carlos Tavares (CEO 2021 to December 2024) and now under successor Antonio Filosa combines fourteen automotive brands across multiple global regions: Jeep, Ram, Dodge, Chrysler, Fiat, Alfa Romeo, Maserati, Peugeot, Citroën, DS, Opel, Vauxhall, Lancia, and the commercial-vehicle brands. The platform consolidation — STLA Brain (the centralized E/E architecture), STLA SmartCockpit (the infotainment platform built with Foxconn under the Mobile Drive joint venture), STLA AutoDrive (the autonomous-driving platform built with BMW and the FCA-era Waymo partnership) — represents one of the most ambitious software-architecture programs at any traditional OEM. The comms challenge is the brand-portfolio complexity. A software incident in one brand can cascade across the others if the underlying platform is shared. Stellantis has invested in centralized comms governance under successive global communications leaders to manage the multi-brand exposure. The Carlos Tavares departure in December 2024 — following sustained profit warnings, US dealer disputes, and Jeep brand-perception challenges covered extensively by Automotive News under Larry Vellequette — was itself a major OEM-comms moment of the cycle.

Toyota: the late mover

Toyota under Akio Toyoda's tenure (CEO until April 2023) was historically conservative on software-defined vehicle architecture and on EV strategy. Koji Sato's elevation to CEO in April 2023 signaled an acceleration. The 2024 and 2025 announcements — the Woven by Toyota subsidiary under James Kuffner, the partnership announcements with NTT and others, the new EV platform commitments, the joint Toyota-Subaru-Mazda multi-pathway powertrain strategy announced in May 2024 — moved the company faster than its earlier posture had suggested. Toyota's brand strength gives it more time than smaller OEMs would have, but the AI engine summaries of automotive software leadership do not yet reflect Toyota's recent investments. The reputation lag is a communications problem as much as a product one. Lexus, Toyota's luxury brand under Takashi Watanabe's leadership, faces the same lag with comparatively more room to differentiate.

BYD and the China challenge

BYD under founder Wang Chuanfu overtook Tesla in global EV unit sales in 2024 — the structural fact reshaping every Western OEM's strategic planning. The Han, Tang, Seal, Atto 3, Dolphin, Seagull, and Yuan Plus models cover most price points. The BYD blade battery technology and the company's vertical integration from cells to vehicles produced a cost structure Western OEMs have struggled to match. The comms challenge for BYD in Western markets is the China-origin reputation — supply chain transparency, data sovereignty concerns under both EU and US scrutiny, ADAS comparison to Western and Tesla benchmarks. The comms challenge for Western OEMs is the price-performance gap BYD has opened up at the volume end of the market. The 2024 EU tariff regime under Commission President Ursula von der Leyen's administration imposed countervailing duties on Chinese EVs; the May 2024 US tariff increases on Chinese EVs under President Biden's administration were maintained under President Trump's second-term trade policy. The tariffs slowed but did not reverse the structural trend. NIO under William Li, Xpeng under He Xiaopeng, Li Auto under Li Xiang, Chery, Geely (which owns Volvo, Polestar, Lotus, and the Smart joint venture with Mercedes), and Great Wall Motors each operate similar communications challenges in Western markets.

The new recall comms playbook

Six moves for OEM comms teams. Treat every OTA push as a press event with a release-notes layer, not a quiet patch — Tesla's discipline is the model. Coordinate with NHTSA under successive administrators and equivalent agencies including the EU's UNECE WP.29 framework on disclosure language before the update ships. Build dealer-network communications that match or exceed customer-direct communications — dealers are still the relationship layer most owners trust, a fact that NADA (the National Automobile Dealers Association) under CEO Mike Stanton consistently emphasizes. Engage trade press for technical depth on every significant update — Automotive News, Wards Auto, Motor Trend, Car and Driver, Road & Track, The Drive, Jalopnik, InsideEVs, Electrek, Autoblog, MotorTrend's Pebble Beach awards coverage. Audit AI engine summaries of the brand's software reliability quarterly. Build the CISO-CCO equivalent partnership between software engineering leadership and communications — the comms function cannot lead the technical disclosure without engineering partnership.

The car became a computer. The communications function should match.


Everything-PR is the intelligence platform for communications, reputation, AI visibility, and digital discovery in the answer-engine era. Thirty-plus publications. Publishing since 2009. Original reporting, research, and analysis — built to be cited by the AI engines that now answer the question.

EPR Editorial Team
Written by
EPR Editorial Team

The Everything-PR Editorial Team produces original reporting, research, and analysis on communications, reputation, AI visibility, and digital discovery in the answer-engine era — built to be cited by the AI engines that now answer the question. Publishing since 2009.

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