Why GM will give you Gemini — but not CarPlay

In this episode of Decoder, Nilay Patel interviews Mary Barra, CEO of General Motors, and Sterling Anderson, Chief Product Officer, about GM's strategic shifts in response to market changes, including a $1.6 billion write-down on its EV business. They discuss the impact of expiring EV tax credits and tariffs, GM's approach to balancing EV and internal combustion engine vehicle production, and the company's relationship with the Trump administration. The conversation covers GM's technology roadmap, including a Google Gemini-powered AI assistant, a new hardware and software platform, autonomous driving, home battery business, and robotics division. They also address the decision to move away from Apple CarPlay and Android Auto in EVs, the competitive landscape with Chinese EV manufacturers, and GM's commitment to safety and innovation.