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GM Says It's Ditching Apple CarPlay and Android Auto for Your Safety
(www.motortrend.com)
This is a most excellent place for technology news and articles.
This is going to cripple them in the market. Removing features does nothing to make a vehicle more attractive to the average idiot. Maybe GM thinks they can get away with it because the demand for cars exceeds the supply right now, I don't know.
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.