Module reflashing. The effective data rate of a 1Mbps CAN network is about 180kbps of payload. Barely faster than dialup. And CanFD doesn't improve as much as you'd think, because all the overhead still runs at 1Mbps.
If you've ever moved a few meg of firmware over CAN, you know how agnozingly slow that turns out to be in practice. Which is fine enough in development, okay, go get a coffee and chat with the other engineers for a bit, it'll be done soon enough. But in the field, incentives change:
At the dealer, reflashes are usually not paid by the customer, so time is money in the negative sense. Get the car done as fast as possible and go back to work that pays.
For over-the-air reflashing, it's even worse. You have to guess that the car is gonna be parked for a while (or get user consent), and perform the reflash before they change their mind and decide to go for a drive again. A 2-minute reboot on a phone is obnoxious enough, a 20-minute reflash for one module is a death knell for OTA, and if you need to update several modules at once in order for their versions to be in sync, that can well take an hour or longer. Absolutely unacceptable.
PtP is fine because it's just one pair, and you're running back to a gateway module anyway. The gateway module houses the flash memory lake that stages the OTA update packages. When you get the go-signal, blast those out to all the affected modules, finish in 2 minutes, and the car is driveable again.
This is HUGE. Everyone on HN mocks automakers-other-than-tesla for not having OTA figured out yet, and Ethernet is a key enabling technology for it.