China’s EV Takeover, GM’s AI Pivot & Tesla’s $1T Gamble | At The Wheel #9

In this episode of At The Wheel, Joe White and Tu Le explore the accelerating global competition in electric vehicles, autonomy, and automotive AI.The conversation begins with China’s latest long-term automotive roadmap projecting 80% electrified vehicle adoption by 2040, highlighting how the world’s largest car market could soon move beyond internal combustion entirely.Joe and Tu discuss:* China’s EV market projections and what they mean for global automakers* Why companies selling fewer than 2 million vehicles a year may struggle to survive in China* Porsche’s dramatic decline in the Chinese market* Tesla’s shifting strategy away from EVs toward AI, robotics, and robotaxis* GM’s new technology strategy and hiring of autonomous vehicle pioneer Sterling Anderson* The rise of software-defined vehicles and the growing importance of data ownership* The future of EV demand as subsidies expire in the United States* Why legacy automakers may need to rethink product development speed and strategyThey also preview discussions from the Reuters Automotive Conference, where industry leaders are debating supply chain disruptions, AI integration, and the future structure of the global auto industry.As electrification, AI, and geopolitics reshape the automotive sector, the question is no longer if the industry will change — but who will lead it.🔎 SEO Keywords for DiscoverabilityChina EV marketglobal electric vehicle raceBYD EV dominanceTesla robotaxi strategyGM tech daySterling Anderson GMEV adoption China 2040future of electric vehiclessoftware defined vehiclesEV industry disruptionAI in automotiveEV supply chain geopoliticsfuture of mobilityelectric vehicle competition00:00 Intro – Global EV Competition00:52 China’s EV Market Forecast to 204002:04 Why China Could Reach 80% EV Adoption03:39 The 2-Million-Vehicle Rule for Survival in China05:02 Porsche’s Collapse in the Chinese Market07:36 Legacy Automakers Losing Ground10:55 GM’s Technology Strategy Explained14:12 Tesla’s Shift Toward AI and Robotics17:35 Tesla vs Traditional Automakers21:02 Rivian’s Cost Challenges25:08 Global EV Sales Trends29:32 Trade Wars and the Future of Supply Chains33:33 The Reuters Automotive Conference Preview37:55 AI, Data Ownership & the Future of Cars40:56 Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atthewheel.co