Yes your thinking is right. However, we should also account for what is most efficient way for an OEM. Thats why Auto ancilliaries exist as they can do it in more efficient manner and OEMs can focus on marketing and brand building. Also can Ola sell this map to other OEMs, for industrial uses (drone, automation), e-commerce (Amazon, Zomato). That will be bigger risks.
But you raise a valid point. Never say never. We shall keep an eye.
disclosure: I am invested and no transaction in last 30 days.
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