Friday, October 7, 2022
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GM Investor Day – Self-Driving Automobiles

David Silver

I spent a good chunk of today watching yesterday’s GM Investor Day presentation, which is available online.

I watched Mary Barra (GM CEO), Travis Katz (BrightDrop CEO), Dan Ammann (Cruise CEO), and Doug Parks (GM EVP for Product Development), all of whom were great.

Two of Dan Amman’s slides really struck me. One is the slide above, which breaks out some very high level unit economics for Cruise. Unit economics are sometimes hard to come by in the autonomous vehicle industry, and I love that Dan put them out there.

I also like this slide that predicts Cruise’s ramp, in terms of new vehicle additions.

Presentations are great, but numbers are even better. Kudos to Dan Ammann for bringing the numbers.



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