Earlier quoted context omitted.
> "I wonder if the balance is shifting towards taking action." I can't find a public source, but some actions are being taken. Bear in mind that any major shifts would happen in a new product, that is, something 5-7 years out.
Fundamentally, what is it that prevents the established auto makers from making changes mid lifecycle? Seems like Tesla keeps pulling it off; why can’t GM? Is it that the component specification+acquisition cycle you describe is optimized to take as long as the development cycle of a new car?
Tesla is valued as a growth/tech company. As long as people believe in their growth, they get more cash.
I don't personally understand how Tesla hasn't had more problems with their apparently uncontrolled engineering changes. At least part of it is customer enthusiasm for the product papering over any drawbacks.
It's not that GM can't make changes like this, it's that GM WON'T make changes like this.
All of this is, again, solely my own opinion.