Michael Dunne shares China’s playbook for automotive supremacy

from Shift: A podcast about mobility · host Automotive News

Michael Dunne, CEO and founder of advisory firm Dunne Insights, details how Chinese automotive startups like BYD asserted dominance over Detroit’s legacy carmakers. He explores Ford CEO Jim Farley’s effusive praise of Chinese automakers during the recent Aspen Ideas Festival and the difficulty legacy automakers have in keeping pace with clean-sheet tech startups.Finally, Dunne discusses a workaround that American consumers might utilize in purchasing Chinese EVs and avoiding high tariffs – buying lightly used vehicles from a Mexican dealership just across the border and then driving them into the U.S.

What this episode covers

Michael Dunne, CEO and founder of advisory firm Dunne Insights, details how Chinese automotive startups like BYD asserted dominance over Detroit’s legacy carmakers. He explores Ford CEO Jim Farley’s effusive praise of Chinese automakers during the recent Aspen Ideas Festival and the difficulty legacy automakers have in keeping pace with clean-sheet tech startups. Finally, Dunne discusses a workaround that American consumers might utilize in purchasing Chinese EVs and avoiding high tarif...

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Michael Dunne shares China’s playbook for automotive supremacy

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This episode was published on July 6, 2025.

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