Part 6/10:
GM had set an ambitious goal of having an all-EV lineup by 2025, but this target has continually been pushed back. The slow production ramp-up and strategic hesitance suggest that GM’s EV ambitions might be further delayed or even compromised, leading to questions about whether these plans will be realized at all.
Meanwhile, Tesla maintains its lead through consistent delivery of targets. The company aims for 20 million EVs annually by 2030, a target that it seems poised to meet despite a slowing pace of growth. Tesla's strength lies in its ability to innovate, meet aggressive targets, and expand its market share without the distractions of legacy portfolio constraints.