Lou Whiteman

I still don't know.

It's going to be hard to really hit that sweet spot where these companies make money, but they don't bankrupt all their customers for what they're charging.

Yeah, I'd be really curious to see how sustainable that is, because you have a 100-year tradition in the auto business of features starting as premium and moving downstream to standard.

I mean, my Honda can do 90% of what Super Cruise does, and it came as standard, non-subscription.

I think I'm fascinated.

I don't know which way it's going to go, whether or not GM will continue to have pricing power and be able to keep those margins, or if it'll just end up as standard equipment the way windshield wipers and, you know,

electric windows and everything else has done over time.

I'll say this for GM, I hope for their sake it does because the core industry, the core business is just brutal.

When times are good, it's a brutal business.

They would really, really benefit from some high-margin software sales.

I'm just not sure if we can really pencil that into the foreseeable future.

Flooding, or another word for that might be winning.

Look, I know we like bold predictions around here.

I don't know if this is really going to happen, but I do think this is the way the stars are aligning.

GM's strength is pickups and SUVs.

We see that with Ford, too.

The U.S.

remains this amazing

island, fighting back against global trends towards fuel economy, smaller cars, all of that.

I'd note that, look, elsewhere, it's not so good.