The Detroit News has a great interview on their site with Nichole Kraatz, the chief engineer of the Silverado EV RST about how she and her team fast-tracked the Silverado EV from 2019 to now.
I do tend to agree that they have squandered what should have been a lead in EV development, but part of that is down to the customer base. Until recently there has not been demand for EV everything. The Volt and Bolt were largely a miss, and not marketed correctly, but also not the form factor that Americans are interested in. Had they developed an EV truck or SUV earlier, though I'm sure they could have sold every one they can make, but I think such a vehicle would have been too big of a compromise in terms of performance, range, etc. to sway the general buying public to make the conversion from ICE to EV. It is really only now with the next generation of technology that it is a viable, and in many ways better, alternative.My frustration with GM is that they hold the edge in EVs with decades of development over any other auto maker, even Tesla. Yet they continue to fail in the vision department, and have to play catch-up like this at seemingly every step. It is easier for GM to to just that, with their depth in the tech, but I cannot help but wonder how much better the product would be (i.e. current Bolt problems) if their future proofing were working just a little bit better. Chevy only got serious about the Silverado EV when Ford beat them to the punch.
GM's answer is stout, no doubt, but frustrating in that they could have, should have been first.
With that bit of venting out of the way, getting pointed in the right direction a little late is better then never, and I think the Ultium platform is exactly that; the right direction. I hope they get scaled in time put one in my driveway before Ford (or even Tesla) does.