Once the customer is familiar and confident with the SED piece, the end point piece will follow.
When the customer has the ERAS seats for managing SEDs, they can do essential TPM management on the same seats. They can get fancy by adding some other Wave server products, but ERAS will do essential TPM management along with the SEDs. SEDs are just the tip of the iceberg!
Yes, hopefully GM moves forward with TPM-based authentication as well. As I am saying above, with their ERAS seats they can do this. You seem to be suggesting that once they adopt SEPs (using SEDs/TPMs), they will require them from their vendors. That would be good for Wave.