Claude

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Top Highlights

• But it's difficult to isolate the exact impact of Cruise alone. The broader macro headwinds seem to be the overriding force affecting most auto stocks.

• $1 billion

• $11.5 billion

• $19 billion.

• $30 billion

• Estimating Unit Economics:

• Cruise commercialization delay, along with the broader economic environment, are likely the primary drivers weighing on GM's valuation

• The broader macro headwinds seem to be the overriding force affecting most auto stocks.

• income statement

• balance sheet

• cash flow statement,

• Cruise's financials roll up into GM's consolidated reports

• Estimating Unit Economics

• ~$500K per car annualized

• $100K+ for all the lidars, cameras, radars, compute, etc

• $1-2 per mile