Uploaded September 2025 | Updated September 2026, 2 weeks ago
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July 2025, GM’s leaders are facing the music. After pouring billions into EV factories, they’ve racked up $130 billion in debt while falling way short of their goals. Ford is cutting production, Musk is pivoting away, and now investors are asking the obvious question: if Tesla can’t make EVs truly profitable, how can GM? The story goes back to Mary Barra’s bold bet to skip hybrids and go all-in on electric. For a while, it looked like a smart play—Tesla was booming, GM stock soared, and confidence was sky high. But the Ultium platform stumbled, production bottlenecks mounted, and sales lagged. Meanwhile, hybrids quietly exploded in popularity, leaving GM backpedaling into a strategy they once dismissed. Now, they’re shifting gears again, adding hybrids to their lineup, trying to stabilize with dividends and buybacks, and hoping investors buy into the new plan. It’s a reminder of how quickly hype can turn to headwinds, and how even the biggest automakers can find themselves chasing a future that doesn’t arrive on time.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - $130 Billion EV Disaster
0:57 - Betting The House
5:21 - Hype To Headwinds
12:46 - U-Turning
Resources:
pastebin.com/9dL9KmpJ
Disclosure: This video is sponsored by Proton. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
Start browsing securely from anywhere! Use my link to check out Proton Pass for a safer, faster, and more open internet! ➡️ proton.me/pass/logicallyanswered
July 2025, GM’s leaders are facing the music. After pouring billions into EV factories, they’ve racked up $130 billion in debt while falling way short of their goals. Ford is cutting production, Musk is pivoting away, and now investors are asking the obvious question: if Tesla can’t make EVs truly profitable, how can GM? The story goes back to Mary Barra’s bold bet to skip hybrids and go all-in on electric. For a while, it looked like a smart play—Tesla was booming, GM stock soared, and confidence was sky high. But the Ultium platform stumbled, production bottlenecks mounted, and sales lagged. Meanwhile, hybrids quietly exploded in popularity, leaving GM backpedaling into a strategy they once dismissed. Now, they’re shifting gears again, adding hybrids to their lineup, trying to stabilize with dividends and buybacks, and hoping investors buy into the new plan. It’s a reminder of how quickly hype can turn to headwinds, and how even the biggest automakers can find themselves chasing a future that doesn’t arrive on time.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - $130 Billion EV Disaster
0:57 - Betting The House
5:21 - Hype To Headwinds
12:46 - U-Turning
Resources:
pastebin.com/9dL9KmpJ
Disclosure: This video is sponsored by Proton. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
