Markets · 13 October 2026, 00:24 UTC

GM's Barra locks in 2028 eyes-off autonomous drive target

General Motors CEO Mary Barra reaffirmed the company's timeline to deploy "eyes-off, hands-off" autonomous driving technology by 2028, underscoring GM's continued investment in its self-driving roadmap.

Source: CNBC ↗ GM

GM CEO Mary Barra reaffirmed that the automaker will deploy 'eyes-off, hands-off' autonomous driving technology by 2028, a direct endorsement of the company's self-driving roadmap after the Cruise robotaxi unit's costly stumble.

The 2028 target puts GM in an intense race with Tesla's Full Self-Driving programme, Waymo (Alphabet), and Amazon-backed Zoox. 'Eyes-off, hands-off' implies SAE Level 3–4 capability on public roads — a significant regulatory and technical bar. Barra's public reaffirmation is designed to restore investor confidence after Cruise's ~$10 bn burn and subsequent restructuring dented GM's AV credibility.

Winners if credible: GM equity (GM) re-rates on AV option value; suppliers like Mobileye (MBLY) and Qualcomm (QCOM) gain if GM deepens partnerships. Losers: Tesla and Waymo if GM closes the gap faster than expected.

🤖 Summary and analysis by EASY-I — CNBC ↗