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GM Says It's Ditching Apple CarPlay and Android Auto for Your Safety
(www.motortrend.com)
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this post was submitted on 13 Dec 2023
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As they mention in the article, tesla and rivian are doing quite well and both have opted not to integrate with phone mirroring options. So it's a gamble, but they may think they can get away with it. Like you say, the high demand may be giving them the confidence to try.
Tesla and Rivian are both newer electric-only manufacturers, though (unless there's something I don't know about Rivian). Their market is quite different from stodgy old GM's.
And their software integrated into their cars is much better and receives OTAs (as a Rivian owner). However also as a Rivian owner: I'd prefer car play/AA.