The article compares Ford and General Motors through two developments that could shape their future. On the positive side, GM earns roughly 70% gross margins on its OnStar and Super Cruise digital services, with 12 million to 13 million OnStar subscribers and $800 million in revenue in the second quarter alone. Ford reports about 1.6 million paid subscribers, BlueCruise subscriptions growing about 40% a year, and a strong Ford Pro commercial business. On the negative side, Chinese automakers are expanding rapidly with low prices, gaining share in Europe and on pace to export 11 million vehicles this year. Ford CEO Jim Farley said Europe now has to deal with the issue, and that it is too late.
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