The issue with legacy automakers and “software” is that they essentially cobble together various systems, whereas Tesla use a single integrated firmware structure and then also set up the software themselves. To be fair, this is easier to do for an EV than an ICE.
We sell chips directly to Tesla of their own specs. And also to auto module makers who put together the systems for legacy auto companies, where there is e.g., a Bosch chassis control system, a Panasonic infotainment system, and a CATL BMS system.
The Chinese are now also using Tesla’s approach but aren’t there yet.