Episode 163: Tu Le

Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast. Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world. Topics: China's current & future position in the global EV market Average battery sizes The return of EV incentives in China ? EV price cuts Tu Le: "BYD is what Tesla wants to be" Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade China EV plans for North America The coming consolidation of EV producers in China Why legacy OEMs are on the decline in China E-Mobility "smartification" & ACES Why software leads the way in EV development North American & EU decoupling from China - easier said than done Changing the US driving mindset E- Mobility growth in India The critical metals angst of OEMs Sodium Ion battery impact on EVs ONE - Our Next Energy The top five global EV/Mobility companies in 2030 Rapid Fire