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The article points to a long-run value driver via autonomous driving in core models, which could improve margins if deployed at scale and regulatory hurdles are cleared; however, lack of near-term milestones tempers conviction.
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GM publicly targets eyes-off autonomous driving in its pickups and SUVs, signaling a shift toward greater autonomy in core product lines. The move could expand addressable markets and lower per-vehicle safety costs if successful, but hinges on regulatory approvals, software reliability, and capital spending. Investors should weigh potential long-run margin uplift against near-term R&D outlays.
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