If you're still clinging to automotive, you're missing the real opportunity.
The Enteltran intersection Is being built, with or without you.
If you're only focused on automotive, you're cooked.
That’s not to say fortunes won’t be made and lost in automotive, especially by stock traders. But unless you're an OEM or a critical component supplier, your business is already in limp-home mode.
Why? Because you’re in a commodities game, a race to the bottom, led by China. And let’s not kid ourselves: they’ll succeed as long as the market accepts their product. In the U.S., it’s a different story. Domestic OEMs can wall off their market and fend off Chinese competition. But that’s just a side note.
So, where’s the real business potential? It’s in the macro, in the convergence of energy, telecom, and transportation. The Enteltran intersection. Automotive sits inside that convergence, but it’s a derivative play. The problem? When the only tool you’ve got is a hammer, every problem turns into a nail. With blinders on, you miss the broader landscape and build myopic architectures that will never interconnect with the rest of the world.
Bang on Tesla all you want, but they have the right idea. And before you brush off the Enteltran superset, ask yourself, what does Tesla and the wider Musk ecosystem have? Energy, transportation, and telecom, all under one roof. And they’re not stopping at cars. They’re pushing into aerospace, robotics, biotech, and AI.
Is there a risk of spreading too thin? Of course. And R&D costs in these spaces are brutal. Remember the definition of pioneers? They’re the ones with arrows in their backs.
But the companies that actually win won’t just ship products. They’ll understand that everything they build—and everyone they sell to—has to support the meta. If your client base is stuck in old models, you’re stuck too. The winners keep perspective on what matters: how do you enable systems-of-systems to be built, deployed, and operated with confidence?
The problem is, too many companies are sitting in the pot. The water's heating up, and they don't even notice. Worse, they think it’s just a warm bath. By the time they feel the boil, it's over. The world has already moved on. The intersection is being built—with or without them. And if you're still fiddling with drivetrains while the rest of the industry is engineering ecosystems, you're not just the frog. You're dinner.
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Michael Entner-Gómez is a strategist, technologist, and writer who operates at the intersection of automotive, software, and systems thinking. He works with OEMs and tiered suppliers on futureproofing operations, scaling platforms, and navigating the shift to software-defined everything. This article is not sponsored, not paid, and not written to please. It’s written to inform.