In contrast to the 'move fast' ethos of tech rivals, GM views its intense focus on safety as a core business strategy. The company believes that building and retaining customer trust is paramount for new technologies like autonomous driving. It sees a single major incident as catastrophic to public perception, making a slower, safer rollout a long-term competitive advantage.
The primary problem for AI creators isn't convincing people to trust their product, but stopping them from trusting it too much in areas where it's not yet reliable. This "low trustworthiness, high trust" scenario is a danger zone that can lead to catastrophic failures. The strategic challenge is managing and containing trust, not just building it.
Large enterprises navigate a critical paradox with new technology like AI. Moving too slowly cedes the market and leads to irrelevance. However, moving too quickly without clear direction or a focus on feasibility results in wasting millions of dollars on failed initiatives.
CEO Mary Barra has transformed GM's strategic planning from a rigid annual event into a more frequent and fluid process. This shift allows the senior leadership team to react quickly to new market data and technological learnings, preventing 'momentum' from pushing a program forward when a pivot is needed, a critical capability in the volatile auto market.
A fundamental tension within OpenAI's board was the catch-22 of safety. While some advocated for slowing down, others argued that being too cautious would allow a less scrupulous competitor to achieve AGI first, creating an even greater safety risk for humanity. This paradox fueled internal conflict and justified a rapid development pace.
Lyft's CEO isn't overly concerned about AI agents commoditizing rideshare because the service is physical. Customers need to trust the safety and reliability of who picks them up, a factor that generic AI agents can't easily replicate or guarantee.
GM's Chief Product Officer frames the controversial decision to ditch Apple CarPlay as a 'Jobsian' move, akin to removing the disk drive. The company believes its integrated, native infotainment system represents the next, superior technology 'S-curve' that will ultimately provide a better user experience by leveraging the car's unique hardware and capabilities.
The classic "trolley problem" will become a product differentiator for autonomous vehicles. Car manufacturers will have to encode specific values—such as prioritizing passenger versus pedestrian safety—into their AI, creating a competitive market where consumers choose a vehicle based on its moral code.
While maintaining EVs as its long-term 'North Star,' GM is pragmatically adjusting to slowing EV adoption and regulatory shifts. CEO Mary Barra acknowledges the need to 'meet the customer where they are,' indicating that the profitable internal combustion engine (ICE) business is crucial for funding the transition and maintaining stability through market volatility.
Anthropic's commitment to AI safety, exemplified by its Societal Impacts team, isn't just about ethics. It's a calculated business move to attract high-value enterprise, government, and academic clients who prioritize responsibility and predictability over potentially reckless technology.
Unlike competitors creating isolated 'skunkworks' teams for EV development, GM pursues a steady, integrated approach. The company believes this avoids the 'ingestion risk' of bringing a radical project back into the main organization, allowing innovations in battery tech and architecture to scale more quickly and efficiently across its massive global portfolio.