He talks about the over-abundance of just putting lots of tech in the machines. The new Ferrari was a V6 battery. Mandatory lane assist. Technology no one ever asked for. It's regulators making requirements and manufactuers have to put them in. And that's very expensive. Previous tech, people were excited about having. New tech, everyone is just turning it off. Deeper tech is coming, cyber security, which is only necessary because this new tech is hackable (all tech is). More depreciation. Numbers of sales of that type falling.
Mandatory safety tech 2024.