Part 9/10:
The automotive industry’s transformation into electric mobility is fraught with challenges. GM’s delays and strategic misjudgments risk ceding market dominance to more agile competitors like Tesla. Meanwhile, Tesla’s unwavering focus and execution keep it ahead, even as margins tighten.
For long-term investors, the stakes are high. GM’s eventual success hinges on whether it can accelerate EV production, optimize capital use, and capitalize on market demand. The coming months will be crucial in determining whether GM can turn around its fortunes or continue to lag behind in the race to dominate the electric vehicle space.