General Motors just signaled a major pivot, slashing its EV profit expectations by $6 billion as electric vehicle demand softens significantly. The move underscores a critical shift in how legacy automakers are reassessing their electrification timelines and return on investment. What's happening here goes beyond one company's quarterly adjustment—it's a broader signal about consumer adoption rates and the real-world challenges facing the EV transition. When trillion-dollar market valuations rest partly on narratives about future adoption curves, market data points like these carry weight. The pullback in EV demand could influence everything from semiconductor allocation to capital reallocation across tech and energy sectors. For anyone tracking how macro forces shape investor behavior and portfolio rotations, this GM decision is worth monitoring as a barometer for legacy industry adaptation and where growth capital flows next.