They likely are, but say I have a fleet of Waymos and Teslas. I’ll need two separate systems for telemetry, safety, and compliance.

There’s also the problem of independent evidence when incidents happen. Insurers, OEM, operators, and possibly the public should all have the same view of data and can trust its presented honestly and in its entirety. Phyware systems prevent tamper and Phyware itself has no stakes in the game, all the data is provided as captured.