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Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

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Re: Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

#2
Infotainment has been commoditized by way of Android Automotive and Carplay.

The perception that there is a subscription revenue opportunity for intotainment is misguided - the TAM is insignificant, and the net loss of prospective Customers that refuse to buy a vehicle without Android Auto or or Carplay far outweighs any potential subscription revenue.

This will go over about as well as Cadillac Cue did from 2013-2017.

Source - I work in the automotive industry, live in the Detroit suburbs, and live and breathe this stuff every day.

Re: Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

#5

Infotainment has been commoditized by way of Android Automotive and Carplay. The perception that there is a subscription revenue opportunity for intotainment is misguided - the TAM is insignificant, and the net loss of prospective Customers that refuse to buy a vehicle without Android Auto or or Carplay far outweighs any potential subscription revenue. This will go over about as well as Cadillac Cue did from 2013-201…

Yup, this reads like they decided to "buy a guy to build GMplay" rather than just use CarPlay. unlikely to go well.

Re: Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

#6

Infotainment has been commoditized by way of Android Automotive and Carplay. The perception that there is a subscription revenue opportunity for intotainment is misguided - the TAM is insignificant, and the net loss of prospective Customers that refuse to buy a vehicle without Android Auto or or Carplay far outweighs any potential subscription revenue. This will go over about as well as Cadillac Cue did from 2013-201…

I wouldn't go so far as to say that lack of Carplay would be a complete deal-breaker for me but it would sure be a huge entry in the "cons" column.

Re: Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

#8

Infotainment has been commoditized by way of Android Automotive and Carplay. The perception that there is a subscription revenue opportunity for intotainment is misguided - the TAM is insignificant, and the net loss of prospective Customers that refuse to buy a vehicle without Android Auto or or Carplay far outweighs any potential subscription revenue. This will go over about as well as Cadillac Cue did from 2013-201…

It has the feel of the recorded music industry when Napster was in full swing.

Re: Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

#9
post #6

Infotainment has been commoditized by way of Android Automotive and Carplay. The perception that there is a subscription revenue opportunity for intotainment is misguided - the TAM is insignificant, and the net loss of prospective Customers that refuse to buy a vehicle without Android Auto or or Carplay far outweighs any potential subscription revenue. This will go over about as well as Cadillac Cue did from 2013-201…

I wouldn't go so far as to say that lack of Carplay would be a complete deal-breaker for me but it would sure be a huge entry in the "cons" column.

It wouldn’t be a dealbreaker for me if I was buying a low cost used car, although at this point it has been around for long enough that even the beater Camry rental I’m driving right now has it.

But if I’m paying big bucks for a new car I can’t imagine not having CarPlay. Ironically it’s the expensive “high-tech” brands like Tesla and Rivian that don’t support it.

Re: Ex-Apple VP Mike Abbott Joins General Motors as Exec Vice President, Software

#10
post #7

Mike Abbott was kicked out of Apple where he didn’t make any meaningful contribution. Why GM is picking him up? Another wasteful move.

> where he didn’t make any meaningful contribution.

Super curious about this, what more can you share?

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