Yeah I think they’re fever dreaming at those recurring revenue projections. Ditching the phone integrations will have them selecting for buyers who don’t care about the Infotainment Experience (ugh), either because they just wait the basics, or they can’t afford to be picky or whatever. Then they imagine that these buyers—who didn’t care enough about the big screen in the dash to include it in their buying decision—will pay hundreds of dollars each year to rent an off-brand version of those same features.

Someone over there has fond memories of OnStar, and is desperate to relive their glory days.