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.
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.
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
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