To the extent that a car cannot be a modern car without modern software, Google is a good candidate to add value to what is otherwise a commodity item. They won't have to innovate around automotive hardware.

A couple of tons, generally.

That hardware is mostly commodity. You can do a lot of new things by bolting some computers and software to any car currently on the market.

Where exactly do you think those cars come from?

People who immerse themselves in the software world too deeply gain a very distorted view of the world.