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The Role of Automakers in the Energy Business
General Motors has a new business unit called GM Energy that really pushes more into this home energy management space. I think that's honestly the way of the future, not every automaker is going to want to play in that space. The transportation sector has been historically very siloed from the electricity sector. So something like that says to me that there's a recognition that we need to be synced up in a more serious way.