GM Investor Day

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s