GM CEO Mary Barra defends EV strategy while expanding hybrids and trucks

  • Mary Barra says GM will retain EVs while adding hybrids and combustion vehicles.
  • GM sold more than 700,000 vehicles priced below $35,000 last year.
  • GM plans eyes-off highway driving in the Cadillac Escalade IQ in 2028.

General Motors CEO Mary Barra says the automaker remains committed to electric vehicles as the long-term direction of the industry, but expects the U.S. transition to take longer because of policy changes, charger permitting delays and consumer concerns about range. GM plans to retain internal-combustion and EV lineups while adding hybrids in selected segments, and sold more than 700,000 vehicles priced below $35,000 last year. Barra, who began working on a GM factory floor at 18 and is now leading the company after 46 years, said a broad product portfolio, low incentives and resilient U.S. demand have supported performance amid tariffs and shifting EV policy. She discussed the strategy with Fortune Editor-in-Chief Alyson Shontell in a nearly 50-minute Titans and Disruptors interview. GM reported $185 billion in annualized revenue and ranks No. 23 on the Fortune 500. Barra said GM is regaining share and profitability in China after restructuring its operations, while viewing the country as the world’s largest EV market and a test of its competitiveness in infotainment, batteries, robotics and speed. The company plans to introduce eyes-off highway driving in the Cadillac Escalade IQ in 2028, building on Super Cruise, which had logged more than 1 billion miles by April. After exiting robotaxis, GM is redirecting technology and talent from Cruise toward personal autonomy and sees OnStar and Super Cruise as recurring-revenue software businesses. Barra also described GM’s use of AI and robotics in manufacturing and vehicle design, more than $250 million invested in skilled-trades training over five years, and a safety-focused culture shaped by the ignition-switch crisis.

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