INSIDE GM'S EV STRATEGY - AUTOLINE AFTER HOURS 499

EV Channels Review

Autoline After Hours 499 delves into GM's ambitious electrification strategy, presenting a comprehensive overview of their "Battery Day" announcements. The panel expresses excitement about GM's commitment to scale, affordability, and profitability in EVs, highlighting the dedicated electric vehicle architecture and substantial $20 billion investment by 2025. Key vehicles discussed include the Bolt EUV, electric Hummer (SUT and SUV), and the Cadillac Lyriq and Celestiq, with a focus on their design philosophy of creating familiar-looking vehicles to ease customer adoption. While acknowledging GM's potential lag behind Tesla in certain technologies, the consensus is that GM is positioning itself ahead of most competitors, with the exception of Volkswagen. The discussion also touches on vertical integration, sourcing components from North America, and the strategic partnership with LG Chem for battery production. The panel generally views GM's approach as more prudent than competitors like Volkswagen, focusing on higher-margin segments like trucks and SUVs. The conversation also explores the future of auto shows, the impact of the coronavirus on supply chains, and the viability of autonomous driving technology, with Waymo emerging as a strong contender.