General Motors (GM) is quietly positioning a former Tesla executive, Sterling Anderson, as a potential successor to current CEO Mary Barra. This move signals a sharp focus on software, electric vehicle (EV) profitability, and autonomous driving – areas where GM lags behind competitors like Tesla.
The Succession Plan: No Official Word, But Clear Intent
While GM maintains no formal succession plan exists, sources indicate Anderson joined the company in June 2025 with an eye toward the top job. His background is highly relevant: he previously led development of Tesla’s Model X and Autopilot system, then spearheaded autonomous freight truck development at Aurora Innovation.
This isn’t just speculation; Anderson has a track record of delivering results in these critical areas. His approach at GM so far has been methodical: first understand the existing structure, then implement targeted changes. As he stated, “You simply cannot afford to break a company… understand how it works and then start to surgically make changes.”
Why This Matters: GM’s Transformation
GM’s shift toward Anderson as a possible future leader reflects the industry’s evolution. Automakers are no longer solely about hardware; software, autonomy, and battery technology are now paramount.
- EV Profitability: GM struggles to match Tesla’s margins in EVs, making this a key performance indicator.
- Software Dominance: GM’s Super Cruise system is competitive but needs expansion into urban environments.
- Supply Chain Control: Securing stable and efficient EV material supplies is vital for long-term success.
From Tesla Disagreements to GM Strategy
Anderson left Tesla over disputes regarding Autopilot’s development, a system that later faced safety scrutiny. His current strategy at GM emphasizes calculated change, rather than disruptive overhauls. He’s focused on:
- Increasing software subscriptions
- Expanding Super Cruise into complex urban settings
- Optimizing EV supply chains
The Long Game: Timing and Competition
At 42, Anderson has time on his side. GM President Mark Reuss (62) is also a contender, meaning any transition is likely years away. However, if Anderson delivers tangible improvements in EV profitability and autonomous tech, his rise to the CEO position could be inevitable.
“Succession isn’t guaranteed, but Anderson is being groomed for the job if he succeeds. GM needs someone who can bridge the gap between legacy manufacturing and the future of automotive tech.”
Ultimately, GM’s bet on Anderson represents a strategic pivot toward a more software-driven and technologically advanced future.
