Sometimes an exit says as much about where someone's going as where they've been. General Motors Co. (GM) just lost its AI Chief, Barak Turovsky, a mere eight months after creating the role specifically for him. His reason for leaving? Physical AI is "just as exciting as LLMs," according to a LinkedIn post he made Monday.
A Brief Stint and a Cryptic Exit
Turovsky didn't spell out his next move, but he's taking what he calls a "sabbatical" to pursue some unspecified exciting new ideas. That's startup speak if we've ever heard it. GM hired him back in March after he spent time at Alphabet Inc. (GOOGL) (GOOG) working for Google. The automaker created the AI Chief position just for him, which makes his quick departure all the more notable.
Physical AI, for context, refers to artificial intelligence that interacts with the real world through robotics, autonomous systems, and manufacturing applications. It's different from the large language models that have dominated headlines lately. Turovsky's comment suggests he sees more potential in machines that actually do things rather than just chat about them.
Turbulent Times for GM's Tech Ambitions
The timing is interesting, to put it mildly. GM recently announced a significant pullback in its electric vehicle strategy, citing weak market demand across the United States. The automaker is laying off more than 3,400 workers across multiple EV-related facilities in the country. That's not a minor adjustment—that's a strategic retreat.
The company also took a $1.6 billion charge related to its EV operations, which provides another data point explaining why GM might be pumping the brakes on its electric ambitions. Despite the broader pullback, the automaker did launch its most affordable electric vehicle, the Chevrolet Bolt EV, priced around $29,000 in the U.S. So they're not abandoning the space entirely, just recalibrating expectations.
What the Numbers Say
From an investment perspective, GM shows strength in Momentum and Value metrics while delivering satisfactory Quality scores but struggling on Growth measures. The stock has demonstrated favorable price trends over medium and long-term timeframes, which suggests investors aren't panicking about these operational shifts.
Price Action: GM shares climbed nearly 1% to $71.00 at market close, then dipped slightly to $70.98 during after-hours trading, according to market data.