Decoder with Nilay Patel Why GM will give you Gemini — but not CarPlay
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Oct 22, 2025 
Mary Barra, the Chair and CEO of General Motors, and Sterling Anderson, GM's Chief Product Officer, dive into the future of automotive innovation. They reveal GM's exciting partnership with Google to launch the Gemini AI assistant in 2028. The duo discusses the bold move to drop Apple CarPlay from EVs, prioritizing in-car technology for enhanced safety. Barra shares insights on market shifts, the impact of EV tax credits, and their strategy to balance electric and gas vehicle portfolios amidst changing consumer demands.
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GM's Multiyear Bet On Converging Technologies
- GM is pursuing EVs, autonomy, AI, robotics, and home energy as interconnected long-term bets.
- Mary Barra calls EVs the company's North Star while remaining flexible to meet customer choice.
EV Growth Will Slow But Continue
- GM expects slower EV adoption after the loss of the $7,500 tax credit and adjusted plans accordingly.
- The $1.6 billion charge reflects a near-term slowdown, not abandonment of the EV strategy.
Pivot Factory Plans Fast
- Adjust manufacturing plans quickly when market signals change to avoid capacity mismatches.
- Use flexible factory plans to shift production where demand is stronger, like expanding Lake Orion capacity.