We'll have to wait for a next gen rig from GM before see anything competitive if they even bother.
The entire "Ultium" concept of modular components, parts, cells, and software shared across a variety of vehicles made sense for GM. No other automaker was doing that. But, the entire project was also an excercise in cost-cutting and they still made it too traditional of an architecture with software as an afterthought.
On the other hand, while I appreciate their investment and I do love GM EVs (you know I've had multiple), the entire platform is "good enough." Good enough is not wrong, it's just... a choice. Good enough is a smart choice in a country where EVs are less than 10% of new cars sold. And when you're stacking $10K+ of cash on the hood of every single unit you sell, it matters more if you can cut costs than if you have the absolute fastest charging or fastest accelerating EV on the market.
And good enough is really, good enough for most people. That's why GM EVs are 2nd in sales in the US. And why there's one in my driveway that we felt confident enough to purchase (not lease) and put 25-30K miles/year on. Sure, the depreciation is awful, but we basically shopped based on "miles of range per dollar" and "the cheapest way to get to 200,000 miles" and the Equinox EV can do that.
Early adopters and rich people want the car that goes 0-60 the fastest. Charges up the fastest. Can fart from the mobile app (not that I know a single Tesla owner that actually cares about that gimmick)... But as EVs go mainstream, that stuff matters less and less.
Incremental improvements to GM Ultium stuff will continue. Completing the transition to NACS ports, minor updates to drive units to improve efficiency (as they did from 2024 to 2025 model year stuff), etc. But we aren't going to see anything major for a while. From my understanding LFP cells were coming but given that GM is buying those from China for the New Bolt (Boltium?) who knows how long that will take.
Where GM really failed with Ultium was software. They claimed OTA updates. And sure, it does technically have it, and there have been many, but only for certain updats to certain modules. Most updates still require the dealership to do... and dealerships hate it, and the customers do too. GM has a TSB that any GM Ultium EV should undergo "Vehicle wide programming" any time it's in for any service (any unrelated warranty repair, tire rotation, etc) and that customers can request all the updates at any time under the vehicle warranty at no charge for no reason. Yet go to any GM EV FB group or forum any there are countless posts of "the dealer said they won't update it" "the dealer bricked my car" "it took them 4 days to do the updates" "dealer #1 lied and said there were no updates so I took it to dealer #2 and they had no problem updating the car"
Oh and good luck with the myChevy app. If you want to use it, you have to pay for it... and even if you pay, it straight up just doesn't work most of the time. Oh, and no CarPlay (although they bothered to code it given that it exists in the Prologue, so stupid!).
You can build the best car in the world but if the software sucks, the entire car sucks. Software is what sets Tesla and Rivian apart and why VW invested billions in Rivian and is building their Scout vehicles with Rivian software... because they get that software is just as important for an EV as the physical components.
GM understands this now that the reviews and real world owner experiences are in and they're basically starting over in software, starting with the 2028 Escalade IQ:
https://news.gm.com/home.detail.htm...-computer-platform-electric-gas-vehicles.html
And Ford killed the Lightning to start going that route too in their upcoming cheaper EV. They're all finally understanding that lines of code are cheaper than more parts. But, it's VERY challenging to do at scale, reliably, and securely. I wish both GM and Ford the best on this aspect and look forward to what they come out with in the upcoming years. But in the meantime Tesla and Rivian still make the best overall EVs while GM makes the best value EVs.
PS: To remain at least somewhat on topic, the new Bolt is a GREAT value and great idea. But like I've said before, the Equinox EV is cheaper to buy after discounts and incentives so why buy a Bolt. GM offering so many options is working against them. It does suck the new Bolt is already discontinued but if enough people vote with their wallets and buy them, they might change their mind. Who knows. But while I hear complaints from people about the Botl already being discontinued all over the internet, 99.9% of those people don't have a 2027 Bolt in their driveway. If you aren't willing to buy the product, you shouldn't worry about if it exists or not.
PS2: Discontinuing Brightdrop was SO STUPID. Last mile delivery and small business use cases like electrician, plumber, etc. is the perfect application for an EV van. The biggest problem with this vehicle was IMO, the marketing. Nobody knew it existed. When we bought the Equinox EV I asked both the salesman and the finance manager about how many Brightdrops they sell. NEITHER OF THEM EVEN KNEW WHAT IT WAS even though I could see two of them sitting there... in the back... super dusty... and you couldn't even find that model on that dealer's website (you could if you Googled for it but not directly on their site). Brightdrop is the perfect opportunity to scale production (even if you don't make any money on the vehicles themselves) because businesses but 10s or 100s or 1000s of vehicles at a time... not 1 every 5 years like a normal person.