‘A huge blunder’: GM’s decision to ditch CarPlay, Android Auto sparks backlash

Re:‘A huge blunder’: GM’s decision to ditch CarPlay, Android... by vanilla_nut on Saturday April 15, 2023 @08:20AM (#35579955)

The figure is utterly ridiculous. They truly expect to generate a revenue stream 2x the size of Spotify or AirPods? Apple as a whole only makes 21B a year from all services, and they run everything from cloud storage, to synchronization, to an App Store with a wild profit margin from fees.

Of course, all American auto makers have wildly unrealistic plans for electric vehicle adoption in the next 5 years, too -- i think one of them is predicting $600B of revenue from EVs before 2030, when they currently only make a few million a year. Their finance departments must have some good drugs in the water coolers.

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Re:‘A huge blunder’: GM’s decision to ditch CarPlay, Android... by LeifCarrotson on Saturday April 15, 2023 @10:23AM (#35580871)

What's more ludicrous is that they expect to generate a revenue stream 1/6th the size of their entire automotive enterprise. You'll pay $300/mo for a car payment, and $40/mo for OnStar Audio, and $10/mo will be earned from selling your data and showing ads on your nav system.

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Re:‘A huge blunder’: GM’s decision to ditch CarPlay, Android... by metaphor on Saturday April 15, 2023 @11:04AM (#35581253)

> Apple as a whole only makes 21B a year from all services, and they run everything from cloud storage, to synchronization, to an App Store with a wild profit margin from fees.

Correct on "wild profit margin", but your numbers are wrong according to FY22 10-K filing[1]:

  Services Revenue       = $78.129B
  Services Cost of Sales = $22.075B
  Services Gross Margin  = 71.7% ($56.054B)

[1] https://www.sec.gov/Archives/edgar/data/320193/0000320193220...

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Re:‘A huge blunder’: GM’s decision to ditch CarPlay, Android... by vanilla_nut on Monday April 17, 2023 @09:33AM (#35600438)

Thanks for the fact check. Looks like I accidentally grabbed quarterly numbers instead of yearly. At least it's the correct order of magnitude :)

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