Just like Tesla, GM has adopted the subscription model. GM's sub revenue is up: ~$2B YTD, ~$5B deferred to Q3. From just OnStar and Super Cruise. 11m and 100k

Just like Tesla, GM has adopted the subscription model. GM's sub revenue is up: ~$2B YTD, ~$5B deferred to Q3. From just OnStar and Super Cruise. 11m and 100k subs, respectfully. Barra forecasts a decade of double digit growth with 70% margins. Of course they'll make their own entertainment stack too. "Q3 2025 Letter to Shareholders" https://investor.gm.com/news-releases/news-release-details/q3-2025-letter-shareholders https://investor.gm.com/news-releases/news-release-details/q... Page 8 in "Ongoing operational agility and strong execution, Q3 2025 Earnings" https://investor.gm.com/static-files/b55f99a7-8524-40ec-89e3-d1837b32039a https://investor.gm.com/static-files/b55f99a7-8524-40ec-89e3... All other manufacturers will eventually follow suit. Tragic.