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.

Related Insights

Wozniak's insistence on eight expansion slots for the Apple II, against Jobs's preference for two, created a third-party ecosystem that drove sales. This open architecture's success funded the company, enabling the development of Jobs's later closed-system products.

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.

GM operates on a functional model, not siloed brand divisions, to maximize economies of scale. By developing a single core platform that can be adapted for different brands like Chevrolet and Cadillac, the company leverages its global scale to offer more features and technology at competitive price points, a key advantage in the capital-intensive auto industry.

The young Steve Jobs famously vilified IBM in the iconic "1984" ad. However, upon returning to a failing Apple, the older Jobs recognized his own operational weaknesses. He hired a wave of talent from IBM, including Tim Cook, to instill the discipline in logistics, procurement, and manufacturing that he had previously disdained.

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.

The future of autonomous vehicles (AVs) will be defined by their interior configuration, creating distinct "apps" for different social contexts. A vehicle like Zoox with face-to-face seating becomes a space for meetings or family time, suggesting the AV market will segment based on the desired in-car experience.

While Over-the-Air (OTA) updates seem to make hardware software flexible, the initial OS version that enables those updates is unchangeable once flashed onto units at the factory. This creates an early, critical point of commitment for any features included in that first boot-up experience.

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.

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.

GM's next-generation platform, debuting in 2028, centralizes all vehicle compute and uses Ethernet networking. This isn't just about more processing power; it enables sub-millisecond response times for dynamic systems like suspension, a 10x improvement. This architecture abstracts hardware from software, allowing for much faster and more comprehensive over-the-air updates.