That is why cariad exists, yes, but my point is that measuring it like it should produce profit for VAG, while it’s basically an internal tooling/framework team, is very weird. I used the term cost center because it has a specific meaning that I think is relevant. Cariad does not directly produce anything that makes VAG money, but it absolutely adds value to other things VAG uses to make profit.
Now you can measure "profits" for a cost center by making other parts of your corporation/conglomerate move money around on the books, but it’s easy to either overvalue or undervalue the output of a cost center as there’s likely no equivalent market good you can use to judge the value with. So my chief complaint is that measuring cariad in terms of profit it generates is just… bad management. And of course, this performance means job cuts and (IMO) ditching it in the end, in part because they thought it’d be a self-supporting business unit rather than a cost center.
There’s some ugly realities when it comes to how car computing is put together at the older manufacturers that makes it harder for them to shift. The ID.4 is built like most VW cars, where components and software are sourced from all over. So it’s not just an OTA, but it’s an OTA that applies patches to components they don’t control the software for. Cariad was the effort to bring all that in-house so they could get away from this problem and start issuing more frequent OTAs. I suspect one of the reasons it’s not working is that cariad is expected to deliver on the needs of the whole VAG at once, which can lead to fractured attention and distractions, especially if leadership is also distracted. It’s also possible VAG has a bit of a leadership issue all-up as they canned the guy that wanted Cariad in the first place (who was looking to Tesla as the model to emulate).
Hyundai hit a big reset button of sorts themselves here, and it has made things a bit easier for them. I do get OTAs, but Hyundai is also a bit more conservative. "Move slow, get it right" is still a mindset here rather than "Move fast, and break things". I’m fine with that because I don’t want my car changing every 6-12 months at the whims of design, and getting a couple updates a year is generally okay as long as the car itself is not buggy. No, I don’t get the new dashboard design the new 2025s are getting, but… eh?