GM’s $10B Cruise Debacle: Did GM Just End Detroit’s Autonomous Future?

Pete Bigelow, Senior Reporter, Automotive News joined Grayson Brulte on The Road to Autonomy podcast to discuss Detroit’s future in autonomy. When GM shutdown Cruise, did they end Detroit’s autonomous future?

GM has a pattern of getting to the one-yard line and fumbling with innovations like the EV1, skateboard architecture and now Cruise. As the fundamental challenges facing legacy automakers only increase, is Detroit on the verge of becoming Foxconn City?

GM’s decision making has direct parallels to IBM’s decline in tech innovation. Could GM be following the same path as IBM? Only time will tell, but serious questions remain about GM and Detroit’s ability to compete in an increasingly software-driven, autonomous automotive future.

Recorded on Monday, December 16, 2024

Episode Chapters

0:00 Detroit’s Future in Autonomy

5:22 Dan Ammann’s Cruise Strategy

9:49 December 16, 2024

12:22 Autonomy Tailwinds

14:20 User/Driver Experiences

17:37 Does Detroit Become Foxconn City?

19:58 Is GM Afraid of Change?

29:22 Is GM the new IBM?

35:30 Could Waymo License the Origin from GM?

39:47 Economics of Autonomous Vehicle Rides

41:57 LiDAR Market

45:04 Human in the Loop

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