[Martinjlm]

Originally Posted by lbls1

GM is actually in a pivotal position because their standard size truck and SUVs are excellent. In fact, I would go on a limb and say that their pickup truck and suv's are in the best shape aesthetically and functionally. This was due to steady improvement in the genre without interruption. The truck and SUV genres feature outstanding power, technology and functionality that were once desired features in their automobiles. Its a little less than an accident that the full sized trucks and SUVs are now the focus of their line-up in the absence of their regular automobiles. Thirty years ago or more the pickups were considered farm and rural staples, good but unseen to the regular automobiles.

GM is also in a precarious spot because, IMO, with the absence of a dominant car line the company is no longer a dominant player in the automotive field. Their once docile japanese competitors have now taken their spot as the pre-eminent car manufacturer.

Very good analysis. GM is in a precarious position. But they do have a couple pretty decent off-ramps should things shift downward wrt their T2XX platform.

If cars make a comeback, there is still capability in China, Sout Korea, and South America that can be leveraged to revive a car portfolio in the US. It wouldn’t be easy by any stretch of the imagination, but it wouldn’t be starting over.

If they maintain their current trajectory towards high volume EVs, a sedan or coupe is simply(?) another top hat on the BEV3 skateboard architecture that builds everything from next gen Bolt to Blazer EV / Lyriq.