Rosner said if General Motors spun off its electric vehicle unit, it would unlock shareholder value, give the new entity large access to cheap capital to fund expected growth, and attract and attain-high caliber talent. "Nothing is off the table," General Motors CEO Mary Barra said, when asked on the company's earnings call earlier this month if the automaker would ever consider the spin-off. "We are open to looking at and evaluate anything that we think is going to drive long-term shareholder value," Barra added. — with reporting from CNBC's Michael Bloom.