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How Automakers Turn Driver Data Into Billion-Dollar Revenue Streams

Automakers Are Becoming Data Companies: How GM, Ford, Tesla and Stellantis Plan to Generate Billions From Driver Data

The global automotive industry is quietly undergoing one of the largest business model transformations in its history. For more than a century, automakers generated revenue primarily through vehicle sales and financing. Today, companies including General Motors, Ford, Stellantis and Tesla are pursuing a different objective: turning every connected vehicle into a recurring revenue platform. According to public investor disclosures, leading...

How a License Plate Becomes a Person: Inside the Correlation Pipeline That Connects Cameras, DMVs and Insurers

How a License Plate Becomes a Person: Inside the Correlation Pipeline That Connects Cameras, DMVs and Insurers

Introduction A license plate is, by itself, an anonymous string of seven or eight characters. The privacy implications of the surveillance economy documented in Parts 1 and 2 of this series depend entirely on the ability of commercial actors to convert that string into a named individual — with an address, a phone number, a driving history and, increasingly, a...

Beyond the DMV: The Private Camera Networks Tracking American Drivers Without Buying a Single Record

Beyond the DMV: The Private Camera Networks Tracking American Drivers Without Buying a Single Record

Introduction State motor vehicle agencies collected at least $282 million selling driver data to private companies in fiscal year 2024, as Part 1 of this series reported. That figure, however, represents only the regulated portion of the U.S. license plate data economy. A parallel and substantially larger ecosystem of private surveillance networks, smart-billboard analytics platforms and connected-vehicle camera systems captures,...

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