RE:Shift to in-house or blackberry houseAlexander Potter has given his Sell rating due to a combination of factors affecting Aptiv’s current business model and future prospects. The establishment of a joint venture between Volkswagen and Rivian, focusing on in-house development of electrical architecture and vehicle software, signals a potential shift in the auto industry that could undermine Aptiv’s strategy. This move by Volkswagen suggests a trend towards disintermediation, where automakers may increasingly choose to develop critical systems internally rather than outsourcing to companies like Aptiv.