General Motors actually introduced OTA functionality first in 2010, two years before Tesla, but limited it to the OnStar telematics system. Traditional automakers treat software as one bolt-on component among many. Tesla and other digital-native brands like Rivian, Lucid and Chinese companies including BYD and Xpeng treat it as central. There are now 69 million OTA-capable vehicles in the United States, S&P Global estimates. More than 13 million vehicles were recalled in 2024 due to software-related issues, a 35 percent increase over the prior year. OTA updates cost automakers $66.50 per vehicle for each gigabyte of data, Harman Automotive estimates.
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