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General Motors

also referred to as: gm

25 statements across 6 episodes · 12 bullish · 5 bearish · 7 people on the record · first statement Mar 17, 2022 by Lara Pierpoint · said 54 times in 15 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (16), Corey Cantor (10), Sam Jaffe (6), Kurt Kelty (5), Steve Letendre (3), Nat Bullard (3), Lara Pierpoint (3), Dr. Melissa Lott (3)

tap a year for its mentions
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02420222023202420252026episodes it came up in
00326420222023202420252026episodesmentions per episode
2026 8 mentions in 2 episodes 4 per episode
2025 12 mentions in 2 episodes 6 per episode
2024 18 mentions in 4 episodes 5 per episode
2023 9 mentions in 3 episodes 3 per episode
2022 7 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about General Motors, oldest first

Mar 17, 2022 neutral
Assertion Supported
Pierpoint: GM recalled nearly 150,000 Chevy Bolts following 13 battery fires
“They've gotten safer in many respects, but we have a way to go there, too, given that just last August, GM recalled all of the nearly 150,000 Chevy Bolts they have ever made due to 13 EV battery fires.”
Lara Pierpoint Mar 17, 2022 ▶ 2:52 When will batteries take over the world?
Aug 31, 2023 bullish
Insight
Yeagerson: V2G capability is three to four times more valuable than V1G
“If you think about V one G value, it's only a negawatt capacity if the vehicle is not charged. And a lot of times what happens, people bring their vehicle someplace, they plug it in, and it's charged, and so you've got basically negawatt capacity for as long a…”
Ty Yeagerson Aug 31, 2023 ▶ 23:19 Can the V2X dream become reality?
Aug 31, 2023 positive
Disclosure
Yeagerson: GM has six utility-partnered managed charging programs currently active
“In the V-I-G category, we actually have a half dozen programs in place right now where we've partnered with utilities, and we're using these vehicles that are already in the field in customers' hands and we're helping them use the vehicles to manage the load o…”
Ty Yeagerson Aug 31, 2023 ▶ 9:10 Can the V2X dream become reality?
Aug 31, 2023 positive
Disclosure
Yeagerson: GM to bundle solar and storage with the electric Silverado
“And that is what we're going to be rolling out with the Silverado is you'll be able to pick up not just the storage, but all the additional charging infrastructure, but also solar through our SunPower partnership. And so you'll be able to get a full home ecosy…”
Ty Yeagerson Aug 31, 2023 ▶ 30:23 Can the V2X dream become reality?
Aug 31, 2023 positive
Insight
Yeagerson: In-vehicle telematics offer superior flexibility for managing EV charging
“I think our perspective is, is you get the most flexibility if you can control it on the car, because the car is going to go different places, and you could, you know, one point of connection gives you, V one G capabilities anywhere you go.”
Ty Yeagerson Aug 31, 2023 ▶ 28:05 Can the V2X dream become reality?
Aug 31, 2023 positive
Prediction Not checkable as stated
Yeagerson: Existing utility managed charging programs will transition directly to V2G
“We don't have any programs going with utilities for V to G mode, but I think the expectation in the industry is that what happens is these existing programs with utilities just roll right into V to G programs.”
Ty Yeagerson Aug 31, 2023 ▶ 25:48 Can the V2X dream become reality?
Aug 31, 2023 negative
Prediction Not checkable as stated
Yeagerson: Consumers will refuse to manage separate apps for home energy devices
“I don't think that every home is going to have five or six home energy management apps. You're just not going to do it. You're not going to sell, you know, availability on your refrigerator's capacity to one utility and then have, you know, your CCA take the c…”
Ty Yeagerson Aug 31, 2023 ▶ 35:13 Can the V2X dream become reality?
Feb 1, 2024 negative
Assertion Supported
Cantor: GM issued Blazer EV stop-sale over software issues
“GM also had a bunch of software problems with their Blazers, which was their kind of hyped next big vehicle, and they put a stop sale on the Blazer at the end of twenty-twenty-three.”
Corey Cantor Feb 1, 2024 ▶ 12:22 What’s really happening in the U.S. EV market?
Feb 1, 2024 neutral
Assertion Supported
Cantor: Chevy Bolt accounted for ~80% of GM's 76,000 EV sales
“GM's sales overall was about 76,000 units, so actually beating out Ford by a little bit, but around 80% of those vehicle sales were the Chevy Bolt.”
Corey Cantor Feb 1, 2024 ▶ 11:49 What’s really happening in the U.S. EV market?
Feb 1, 2024 bearish
Opinion
Cantor: Big Three lack even a quarter of Tesla's EV scale competency
“None of them has really pulled into the same kind of space, or even half or a quarter of the space that Tesla occupies in terms of competency on their kind of scale up of EVs.”
Corey Cantor Feb 1, 2024 ▶ 13:42 What’s really happening in the U.S. EV market?
Feb 6, 2025 bearish
Assertion Partly supported
Bullard: GM vehicle sales in China dropped from 4M to under 1M
“GM in in China used to sell, you know, Close to four million vehicles a year. Almost all of them were made locally for the record... And that was 2017. And now it's, you know, like less than a million in 20, 24 through, you know, almost through the end of the …”
Nat Bullard Feb 6, 2025 ▶ 34:46 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Jun 26, 2025 positive
Prediction Open · timeframe Jun 2028
Kelty: GM's next-gen prismatic packs will reduce part count by over 50%
“Just as an example, the prismatic cells on our next generation pack will reduce our piece count by over 50% compared to our current pouch cell packs.”
Kurt Kelty Jun 26, 2025 ▶ 35:07 GM's big new battery tech push
Jun 26, 2025 bullish
Assertion Supported
Kelty: GM is the largest North American OEM battery cell producer
“And we're now at a point where we are the largest OEM producer of battery cells in North America with these two factories.”
Kurt Kelty Jun 26, 2025 ▶ 6:03 GM's big new battery tech push
Jun 26, 2025 neutral
Disclosure
Kelty: GM does not conduct internal solid-state battery R&D
“We're not doing solid state R&D. Within GM. What we're doing is we're evaluating and leveraging all those startup players that are out there and the major manufacturers like Samsung's a big solid state developer as well.”
Kurt Kelty Jun 26, 2025 ▶ 32:33 GM's big new battery tech push
Jun 26, 2025 neutral
Prediction Open · timeframe Jun 2030
Kelty: Tri-chemistry EV battery market will persist over the next five years
“So we see a future over the next five years where you're going to have these three chemistries.”
Kurt Kelty Jun 26, 2025 ▶ 34:49 GM's big new battery tech push
Jun 26, 2025 bullish
Assertion Open · timeframe Jun 2028
Kurt Kelty: LMR batteries use GM's existing Ultium high-nickel manufacturing lines
“So this is one of the beauties of LMR is that it really piggybacks off all the work that we've done with high nickel. So it's the same manufacturing process. So we'll use the same Ultium factories. The it's the same electrode manufacturing process. The packagi…”
Kurt Kelty Jun 26, 2025 ▶ 29:18 GM's big new battery tech push
Jun 26, 2025 bullish
Disclosure
GM targets early 2028 to launch vehicles with LMR batteries
“So we've got a real clear target beginning of twenty-twenty-eight is when we're going to start introducing vehicles with LMR.”
Kurt Kelty Jun 26, 2025 ▶ 36:14 GM's big new battery tech push
Jun 26, 2025 bullish
Prediction Not checkable as stated
Kelty: GM will localize its battery supply base eightfold by 2028
“So between now and twenty-twenty-eight, we're going to localize the supply base by about eightfold between now and 28.”
Kurt Kelty Jun 26, 2025 ▶ 9:47 GM's big new battery tech push
Jun 26, 2025 bullish
Assertion Open · timeframe Jun 2028
Kelty: LMR cathode achieves intermediate range at LFP battery cost
“So that, that's the advantage, is that you get something in between there, in terms of your driving range, but you're able to do it at the cost of the LFP.”
Kurt Kelty Jun 26, 2025 ▶ 20:12 GM's big new battery tech push
Jul 23, 2026 bearish
Opinion
Kann: V2G economics do not pencil for EV drivers with $7,000 hardware
“GM, for example, their bi-directional charging bundle runs about 7000 dollars before installation. And grid programs so far have paid drivers a lot less than that. It just doesn't pencil.”
Shayle Kann Jul 23, 2026 ▶ 1:50 The multi-billion dollar promise of vehicle-to-grid integration
Jul 23, 2026 neutral
Assertion Supported
Letendre: Ford and GM unlocked V2G via software after V2H rollout
“Both the Ford system and the GM system was originally marketed and sold for V to H, and then through a software upgrade, they were able to unlock the full V to G capability.”
Steve Letendre Jul 23, 2026 ▶ 19:11 The multi-billion dollar promise of vehicle-to-grid integration
Jul 23, 2026 positive
Assertion Supported
Kann: GM's 250,000 bidirectional EVs represent 2,500 megawatts of grid capacity
“GM says it alone has more than 250,000 bi-directional capable EVs on our roads. At about 10 kilowatts each, that's 2500 megawatts of nameplate capacity.”
Shayle Kann Jul 23, 2026 ▶ 1:07 The multi-billion dollar promise of vehicle-to-grid integration
Jul 23, 2026 neutral
Assertion Supported
Letendre: Tesla Cybertruck Uses AC V2G Architecture, While Ford and GM Use DC
“The Tesla Cybertruck V to G product is an AC architecture. So there's an onboard inverter capabilities and the Ford F- one-fifty and the GM suite of EVs that have V to H and increasingly V to G are based on that offboard V to G DC architecture.”
Steve Letendre Jul 23, 2026 ▶ 6:37 The multi-billion dollar promise of vehicle-to-grid integration
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