Morgan Stanley’s blunt challenge to GM CEO Mary Barra: ‘How does GM expect to be profitable with EVs when players like Tesla apparently cannot?’

Wall Street was unimpressed by General Motors’ Q2 earnings call. On the call, a Morgan Stanley analyst asked CEO Mary Barra, “How does GM expect to be profitable with EVs when players like Tesla apparently cannot?” Separately, Piper Sandler told clients that GM stock won’t break free of its bargain-basement multiple of five times next year’s forecast earnings if management is only tinkering around on the edges. The company needs a thesis-changing strategy like humanoid robots, it said.

https://fortune.com/2025/07/23/gm-q2-earnings-mary-barra-morgan-stanley-tesla/

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Been saying it for some time. MB manages and doesn’t lead. So long as she is in charge GM may be good among the Detroit 3 but won’t get ahead in the industry. She goes by the typical GM playbook.

Get out while you can before the house crumbles.

Ok. “Super” wow cruise. Sounds amazing yet no where near FSD. Ur drinking the koolaid?

Tesla's big problem is Elon's reputation has crashed sales

@b4 are you high? GM has reliable ADAS in SuperCruise and leads Tesla in safety.

People are rightly concerned about the way things are going.

In 2024, General Motors sold approximately 4.24% of electric cars. This is calculated by dividing the 114,432 electric vehicles sold by the total of 2.7 million vehicles sold.

Even with record sales, EVs made up only 4.24%. :( <<<

Is the juice worth the squeeze given the resources poured into the EV development?

"General Motors sold a record 114,432 electric vehicles (EVs) in the United States in 2024, marking a 50% increase compared to 2023."

"General Motors (GM) sold 2.7 million vehicles in 2024, marking a 4% year-over-year increase and its highest total since 2019."

Auto manufacturing is a slim margin. It’s not about vehicles anymore. It’s who has the tech wins. GM ain’t got it.

FSD is already here. Robotaxi is already here. Services services services. I see the OEMs left standing purchasing licensing from Tesla.

Oh and a Waymo setup is over $200k. LIDAR despite what we’re been told ain’t it either.

Building $100k v8 SUVs at Orion? Retooling Kansas for the same Bolt?

Who’s running this place anyway??

Thread regarding General Motors layoffs

Morgan Stanley’s blunt challenge to GM CEO Mary Barra: ‘How does GM expect to be profitable with EVs when players like Tesla apparently cannot?’

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