No, it’s the org and incentives structure - maybe the only people who have all parts that need to make change under their command are the board, and until now, the software was an unimportant part for them.

Bear in mind that all the electronics on a particular car are not specific to that car: there is a lot of reuse across product lines. And there are multiple vendors, each of whom is probably also selling the same, or similar modules to other manufacturers.