Wall Street, by all accounts. For an unsexy old-school company like GM, the slightest possibility of achieving a recurring revenue stream and control of customer data flow is worth risking everything. It's all they have to offer their stockholders at this point.

At the same time, it's not really a question of "risking everything." After 2008-2009, GM understands that there is no way they will ever be allowed to fail as a company. They don't see much downside in alienating large swaths of their customer base, simply because there isn't much downside. They think they're in a good position to take stupid chances, and unfortunately they are not wrong.

Which kinda make sense if it results in more revenue. The right move here for consumers is to punish this behavior by not buying GM cars until they put Android Auto/Apple Carplay back, giving consumers that option.