GM’s Predictable, Yet Bad, Move

 
 

GM sent shockwaves through the auto and tech industries last week by saying it was moving away from Apple CarPlay and Android Auto for future electric vehicles unveiled in 2024 and beyond. The auto industry had been displaying a surprising amount of order in recent years considering the amount of change that was said to be coming. GM’s decision has likely interrupted assumptions about where the competitive battle lines will be found.

A major theme underpinning many Inside Orchard essays is technology’s gradual march into new industries. There will come a point when every company in the S&P 500 can claim to be a “tech” company based on the degree to which they depend on and utilize software and corresponding services.

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The Art of the Turnaround