General Motors Co at Wolfe Research Global Auto, Auto Tech, and Mobility Conference Transcript

Feb 26, 2020 / 07:30PM GMT
Rod Avraham Lache - Wolfe Research, LLC - MD & Senior Analyst

All right. We're going to kick off our last but not least presentation of the day, our fireside chat. Look, of all the technologies that we've been saying are going to be entering the mainstream over the next 2 to 3 years, autonomous vehicles are arguably the most disruptive with potential to change paradigms for personal mobility, delivery of goods, save millions of lives, give people more time, transform cities, transform industries. And developing the AI for self-driving is obviously challenging. Our next speaker has described it as the greatest engineering challenge of our generation. And many investors still believe that this is in the way distant future. I've heard so many times that this is just science fiction.

We believe that maybe 2 or 3 companies have distinguished themselves in terms of the assets, the talent and the resources to position themselves to achieve commercially viable systems. And within that small group, GM's Cruise may be the leader, particularly when it comes to the deployment of this technology within

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