Why GM will give you Gemini — but not CarPlay
Original story by: The Verge
Last updated: Oct 22, 2025
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- Context: General Motors (GM) is navigating a turbulent automotive market characterized by shifting consumer demand, trade disputes, and the expiration of EV tax credits. CEO Mary Barra and Chief Product Officer Sterling Anderson discussed GM's strategic initiatives in AI, autonomous driving, and electric vehicles (EVs). The company recently announced significant investments and technological advancements amidst these industry challenges.
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- Detailed Summary:
- GM is integrating a Google Gemini-powered AI assistant into its vehicles starting in 2026.
- A new hardware and software platform, debuting on the Escalade IQ in 2028, will enable enhanced Super Cruise capabilities, including "eyes-off" and advanced "hands-off" driving.
- The company is also launching a new robotics division and expanding into new battery and home energy solutions.
- These developments occur against a backdrop of economic headwinds, including President Trump's trade wars, tariffs impacting the supply chain, and the expiration of US EV tax credits.
- GM recently recorded a $1.6 billion writedown on its EV business due to declining demand, signaling a recalibration of long-term EV transition plans.
- Despite market shifts and increased vehicle costs (averaging over $50,000 for new cars), GM aims to make EVs and advanced technologies accessible to a broader consumer base.
- Sterling Anderson, formerly of Tesla and Aurora, brings expertise to oversee GM's entire vehicle experience, from hardware and software to user interface.
- GM's decision to discontinue support for Apple CarPlay and Android Auto is being evaluated for its impact and future implications, especially with the rise of AI voice assistants and advanced autonomy.
- Mary Barra emphasized GM's resilience and agility in responding to market challenges, highlighting the strength of its current product portfolio, which includes both internal combustion engine (ICE) and electric vehicles.
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