EPISODE · Mar 14, 2026 · 41 MIN
How China’s Auto Giants Left GM, VW & Tesla Behind | At The Wheel #4
from At The Wheel Podcast w/ Tu Le & Joe White · host Tu Le
In this episode of At The Wheel, Joe White and Tu Le are joined by Reuters correspondent Nick Carey to discuss one of the most important developments in the global auto industry: the rapid rise of China’s new automotive giants.Nick recently traveled to China for the Shanghai Auto Show and reported on how companies like BYD, Chery, Geely, Nio, and Zeekr are reshaping the future of the automotive industry.The conversation explores:* Why Chinese automakers are developing vehicles faster and cheaper than Western competitors* How companies like Chery redesigned a vehicle for Europe in weeks instead of months* Why digital engineering, AI simulation, and software-first design are transforming product development* How Chinese EV companies respond to customer feedback in real time* Why Western automakers may be facing their biggest competitive challenge since the rise of ToyotaJoe and Tu also discuss the broader implications for Tesla, GM, Volkswagen, and other legacy automakers as Chinese brands expand globally and bring new approaches to engineering, software, and product development.If Chinese automakers continue to move faster and respond more directly to consumers, the global auto industry could be entering a new competitive era unlike anything seen before.🔎 SEO KeywordsChina EV industryBYD electric vehiclesChery automaker strategyChinese car companiesShanghai Auto Show EVTesla competition Chinafuture of EV industryChinese automakers expansionglobal EV competitionEV innovation Chinaautomotive disruptionEV manufacturing technologysoftware defined vehiclesdigital car developmentfuture of mobility00:00 Intro – China’s Auto Giants01:37 Nick Carey’s First Impressions of China03:16 Chery’s Rapid Vehicle Redesign05:18 How Chinese Automakers Speed Up Development07:14 EV vs Hybrid Strategy in Europe08:24 How Chinese OEMs Cut Development Time11:06 The “Excessive Quality” Debate13:20 Digital Engineering & Hardware-in-the-Loop18:59 Rapid Software Updates in Chinese Vehicles21:02 Customer-Focused Product Development23:53 Chinese EVs Enter Europe27:32 Chinese Automaker Market Strategy30:41 Can Legacy Automakers Catch Up?35:11 Why China Moves Faster Than the West38:31 Tesla vs Chinese Competition40:57 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
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How China’s Auto Giants Left GM, VW & Tesla Behind | At The Wheel #4
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