GM is simultaneously too big to pivot quickly and too profitable to fail slowly. Record profits ($14.9B), record stock (+55%), and U.S. sales leadership mean no burning platform forces transformation. Yet $7.6B in EV write-downs reveals the cost of moving slower than the market. The company can see the software-defined future clearly but must drag the weight of a century of steel to get there.
Glassdoor cites "approval from multiple teams for small changes," but Barra's consolidated leadership enables strategic pivots
Taking $7.6B in EV write-downs shows adaptation, but relies on layoffs rather than process change
Building "data factory" with NVIDIA digital twins, but four brand divisions create natural silos
116-year legacy, billions in factory infrastructure, $7.6B write-down shows cost of direction change
UAW structure limits flexibility, Glassdoor shows "declining trust in leadership"
Manufacturing requires massive physical assets, every pivot costs billions
Ultifi platform enables OTA updates, but "lack of transparency" persists per Glassdoor
"GM is betting $10.9B in annual tech spending can drag 116 years of steel into a software-defined future."
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