The Missed Compounding Bet: Why GM Walked Away From Electric Work Vans Podcast Por  arte de portada

The Missed Compounding Bet: Why GM Walked Away From Electric Work Vans

The Missed Compounding Bet: Why GM Walked Away From Electric Work Vans

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A single decision can shape a decade. I examine General Motors’ abrupt exit from BrightDrop and argue that electric work vans still deliver real value: quiet, clean food trucks for dense cities, flexible upfits for utilities, and premium RV builds that thrive on low floors, instant torque, and all-weather electric drivetrains. With tooling paid for and demand abroad still rising, scrapping a platform designed for jobs the market needs feels less like strategy and more like a missed compounding bet.

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