GM's sub revenue is up: ~$2B YTD, ~$5B deferred to Q3. From just OnStar and Super Cruise. 11m and 100k subs, respectfully.
Barra forecasts a decade of double digit growth with 70% margins.
Of course they'll make their own entertainment stack too.
"Q3 2025 Letter to Shareholders" https://investor.gm.com/news-releases/news-release-details/q...
Page 8 in "Ongoing operational agility and strong execution, Q3 2025 Earnings" https://investor.gm.com/static-files/b55f99a7-8524-40ec-89e3...
All other manufacturers will eventually follow suit. Tragic.