Tesla announced they are adding it this week. Ford’s CEO expressed glee at GM removing it. There isn’t a CarPlay App Store nor downloads to get 30% from (or if there were, they’d appreciably be enabled by Apple’s platform as we aren’t in the habit of subscribing to or buying apps for our car today), and while we don’t know the licensing terms from the GM removal it sounded like privacy violations and extra subscription revenue are their motivations for dropping CarPlay. That doesn’t sound consumer friendly on the carmakers part at all. I think this field doesn’t line up with the overall thesis, squint as we might.