In a special Decoder episode, GM CEO Mary Barra and Chief Product Officer Sterling Anderson discuss significant new developments, including a Google Gemini-powered AI assistant set for 2026, an advanced hardware and software platform for the 2028 Escalade IQ, and a push towards Level 3 autonomous driving. They also introduce GM’s new home battery business and robotics division, all in the complex context of trade wars, tariffs, and the expiring EV tax credit, impacting the automotive market.
Barra addresses GM’s recent $1.6 billion writedown amid falling EV demand while emphasizing their robust lineup of electric and internal combustion vehicles. They argue for the importance of consumer-focused strategies during economic shifts, especially as the average vehicle price exceeds $50,000. The conversation includes a deeper exploration of GM’s decision to forgo Apple CarPlay and Android Auto in EVs, positioning the brand for future advancements in AI and connectivity, solidifying GM’s vision for an integrated automotive and personal tech experience.
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