David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss GM’s renewed interest in autonomous vehicles.

From robotaxis to personally owned autonomous vehicles, GM is once again preparing to enter the autonomous vehicle. This time in a initiative led by Chief Product Officer Sterling Anderson, GM is focusing on developing personally owned autonomous vehicles. 

Despite the shift in strategy, GM faces significant hurdles. The company must rebuild trust with the tech community to attract top talent after Cruise’s high-profile failures. At the same time, the company continues to face intense competition from Tesla, whose rapidly advancing Full Self-Driving (FSD) system raises questions about whether GM can develop a competitive system in-house or if it will need to license technology from Waymo, Wayve, or Nuro.

GM’s return to autonomy opens the door to many questions. Questions that will only be answered in the years ahead.

Episode Chapters

0:00 GM Once Again Enters the Autonomy Market

4:07 Can Sterling Anderson Revive GM’s Autonomy Ambitions? 

6:36 GM’s “New” Autonomy System

9:16 Super Cruise Subscription Revenue 

10:37 Tesla

13:48 Does GM Have to License?

14:49 Rebuilding Trust

18:26 Would GM ever do a Waymo Deal?

20:04 Licensing + Data

23:51 Timeline

26:43 Pricing Autonomy

32:41 Ford

34:22 Where Does GM Ultimately Go?

Recorded on Monday, August 10, 2025

--------

About The Road to Autonomy

The Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.

Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.