Episode 325 | GM’s Third Autonomy Act: Inside the New Push for Personally Owned Autonomous Vehicles
Description
David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM’s renewed interest in autonomous vehicles.
From robotaxis to personally owned autonomous vehicles, GM is once again preparing to enter the autonomous vehicle. This time in a initiative led by Chief Product Officer Sterling Anderson, GM is focusing on developing personally owned autonomous vehicles.
Despite the shift in strategy, GM faces significant hurdles. The company must rebuild trust with the tech community to attract top talent after Cruise’s high-profile failures. At the same time, the company continues to face intense competition from Tesla, whose rapidly advancing Full Self-Driving (FSD) system raises questions about whether GM can develop a competitive system in-house or if it will need to license technology from Waymo, Wayve, or Nuro.
GM’s return to autonomy opens the door to many questions. Questions that will only be answered in the years ahead.
Episode Chapters
0:00 GM Once Again Enters the Autonomy Market
4:07 Can Sterling Anderson Revive GM’s Autonomy Ambitions?
6:36 GM’s “New” Autonomy System
9:16 Super Cruise Subscription Revenue
10:37 Tesla
13:48 Does GM Have to License?
14:49 Rebuilding Trust
18:26 Would GM ever do a Waymo Deal?
20:04 Licensing + Data
23:51 Timeline
26:43 Pricing Autonomy
32:41 Ford
34:22 Where Does GM Ultimately Go?
Recorded on Monday, August 10, 2025
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