GM and Ford are talking less and less about EVs
- ID
- 9661
- Status
- summarized
- Published
- 31 Jul 2026, 11:47 PM
- Fetched
- 31 Jul 2026, 11:59 PM
- Provider
- TechCrunch
- Category
- technology
- Original URL
- https://techcrunch.com/2026/07/31/gm-and-ford-are-talking-less-and-less-about-evs/
- Source URL
- https://techcrunch.com/feed/
Summary
- Score
- 3.0
- Created
- 01 Aug 2026, 12:01 AM
- Tags
- Audience
- saas_founders
What happened
TechCrunch partnered with Hudson Labs to analyze seven years of GM and Ford quarterly earnings calls, finding both automakers now mention EVs at a lower rate than before the pandemic. GM spokesperson Jim Cain emphasized 'quality counts more than quantity' and said calls now focus on software, services, and autonomous tech, while Ford spokesperson David Tovar pointed to its 'Universal Electric Vehicle' platform launching next year with a midsize pickup.
Why it matters
For builders in the EV-adjacent supply chain or startups pitching automotive partners, this signals that large US automakers are deprioritizing EV volume narratives in favor of software, services, and autonomy — relevant if you're deciding where to target B2B outreach or investment in the Southeast Asian automotive ecosystem. No direct Malaysian impact is stated.
Discussion angle
Whether the shift from EV hardware to software/services talk at major automakers opens or closes opportunities for regional tech vendors and startups.