As a (very recently) former GM employee, this is really exciting. The new division is created almost entirely of engineers, many poached from Tesla, Shell, and other energy industry players. Not to sound like a talking head for the company but these programs have been in the works for a while and if they actually come off the ground it would be a huge win for customers (and a big loss for utilities & corps that only make combustion engine vehicles).

A misconception here is that we're directly competing with Tesla on all business fronts. That's not entirely true. GM wants to become an administrator of a hardware ecosystem which can include a GM EV or an EV made by somebody else. Most of GM Energy's home hardware will be compatible with 3rd parties.

Also: I recently learned that Ford, GM, and the rest of the industry all use the same plug for their EVs. The only odd one out is.. Tesla. Annoying that the industry pioneer would also be the one who bucks its standards.

Edit: spelling