justin․searls․co

Freep: GM’s decision to ditch Apple CarPlay, Android Auto sparks backlash

It's been a while since I've had an excuse to read a Detroit Free Press article, but this story warmed my heart a bit given that it's a certainty everyone who works at GM corporate will have seen it.

Car makes are simultaneously:

  1. Terrified of becoming a commodity, since electric motors and batteries are much harder to differentiate than traditional ICE drivetrains

  2. Aroused by the idea of becoming a software platform that can capture 30% of revenue as you sit around with nothing better to do than watch ads and play Candy Crush in your increasingly-autonomous vehicle

Normally, I'd be worried that this would lead to a domino effect over the next decade that effectively locks CarPlay out of all new car models, but Apple's brand power makes that unlikely. As soon as a few major manufacturers ditch Apple, enough competitors will smell blood and seize the opportunity to differentiate themselves by riding Apple's ecosystem coattails. Even if it comes at the cost of post-sale recurring revenue.

Also good to see Ford PR takes the easy layup. As a lifelong Ford customer, the only thing that'd make me ditch them now is if they dropped support for Apple stuff (in general their CarPlay implementations have been industry-leading):

We continue to offer Apple Carplay and Android Auto because customers love the capability that enables easy access and control of their smartphone apps, especially our EV customers.


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