What Brian is referring to is Mary Barra's announcement a week or two ago that GM will be moving all their EV development to Cadillac. Since Cadillac has higher MSRPs right up front GM is thinking this division can be electrified first without too much impact on vehicle price.
As for electric trucks, there are now at least two companies that have shown prototype BEV (Battery EV) trucks to compete with GMC, Chevy, Ford, Dodge, and Toyota. Both these companies are start ups and neither is Tesla. If these new companies can get their act together and get over the manufacturing hurdles that Tesla is still struggling with, then the big truck manufacturers may have some serious problems down the road.