NOTE: Today's video is about 4:30 long. If you want to watch and listen to more of Mr. Larson, we have a second "bonus" (Flash) video for you. Or you can read the transcript, which covers both videos.
Analysts are warning these companies that their business is going to shrink. It will be interesting to see if they adapt to the change, or cling desperately to an outdated business model like the entertainment industry did. "One opportunity for the industry could be selling more coverage to carmakers and other companies developing the automated features for cars. ... When the technology fails, manufacturers could get stuck with big liabilities that they will want to cover by buying more insurance. There's also a potential for cars to get hacked as they become more networked."