At The Wheel Podcast w/ Tu Le & Joe White

In Episode 19 of At The Wheel, Joe White and Tu Le unpack a rapidly shifting global auto landscape — where rising gas prices, geopolitical instability, and intensifying EV competition are colliding.The conversation begins with BYD’s latest earnings report, which shows declining profits despite massive growth in global vehicle sales. Rather than signaling collapse, Joe and Tu explain why BYD’s results reflect intense competition and structural changes in China’s auto market.They break down:* Why BYD’s profits declined despite selling 4.6 million vehicles globally* The impact of China’s ongoing price war and government intervention* How competitors like Geely, Chery, and Wuling are reshaping the market* Why Chinese automakers are accelerating exports across Europe, Latin America, and Southeast Asia* Tesla’s growing challenges in China and lack of new product refreshes* The implications of rising global gas prices due to geopolitical tensions* How oil price spikes could shift demand back toward hybrids and EVs* Why Western automakers may struggle to adapt to both cost pressure and technological competition* The long-term impact of software, automation, and data on the future of mobilityJoe and Tu also explore how China’s rapid innovation cycles — from manufacturing to software — are creating a new competitive benchmark that Western automakers must match or risk falling behind.As fuel prices rise and EV competition intensifies, the industry faces a critical question:Can legacy automakers keep up — or will China’s speed and scale redefine the global auto market?🔎 SEO KeywordsBYD EarningsChina EV marketEV price war Chinagas prices auto industryoil price impact carselectric vehicle competitionBYD vs TeslaChina EV exportsglobal auto industry trendsEV adoption trendshybrid vs EV demandfuture of mobilityauto industry disruption⏱ YouTube Chapters / Timestamps00:00 Intro – Gas Prices and Road Trips01:43 BYD Earnings Breakdown03:06 China EV Price War Explained05:23 BYD Growth vs Profit Decline07:10 Tesla Challenges in China09:38 Export Markets and Global Competition12:57 China Manufacturing Advantage15:56 Speed vs Quality Debate18:58 Oil Prices and Supply Chain Risks21:49 Impact on Auto Industry Costs25:06 Winners and Losers from Rising Gas Prices28:46 EV Demand vs Gas Vehicles31:32 Future of Global Auto Competition34:39 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

In Episode 18 of At The Wheel, Joe White and Tu Le are joined by Alan Ohnsman, Senior Editor at Forbes, to break down the evolving story of Tesla — from its early days as a Silicon Valley startup to its current position as one of the most valuable companies in the world.Alan shares firsthand stories from the earliest days of Tesla, including the company’s debut in 2006 and the pivotal investments from Daimler and Toyota that helped it survive its early financial struggles.The discussion then shifts to Tesla’s present challenges and the rapidly changing global EV landscape.Joe, Tu, and Alan analyze:* Why Tesla’s EV sales are slowing despite its massive valuation* The role of China’s EV industry and companies like BYD in reshaping the market* Whether Tesla’s shift toward AI, robotaxis, and humanoid robots is a visionary strategy or a risky pivot* The growing competition in autonomous driving from Waymo, Zoox, Waabi, and Chinese companies* The economics of the robotaxi business and why it may not be as profitable as many investors believe* Tesla’s expanding battery storage and energy business, which could become a major growth engine* How EV supply chains, battery technology, and energy markets are becoming central to the future of transportationThe conversation also explores the broader transformation of the auto industry, where software, batteries, and energy infrastructure may ultimately matter more than cars themselves.As Tesla evolves from an EV disruptor into a broader technology company, the question becomes:Is Tesla still an automaker — or something entirely different?🔎 SEO Keywords for DiscoverabilityTesla valuationTesla robotaxi strategyTesla AI pivotBYD electric vehiclesChina EV industryEV supply chainrobotaxi competitionWaymo autonomous vehicleselectric vehicle market trendsfuture of EV industrybattery energy storage systemsEV geopoliticsfuture of mobility⏱ YouTube Chapters / Timestamps00:00 Intro – Special Guest Alan Ohnsman00:39 The Early Days of Tesla02:23 Tesla’s First Public Debut04:56 Daimler and Toyota’s Early Investments07:17 How Tesla Survived the 2008 Crisis12:05 Tesla’s Battery Strategy Explained16:05 Tesla’s Current EV Sales Challenges20:19 Tesla’s $1.6T Valuation Debate24:47 Robotaxis and Autonomous Driving Competition29:05 Why Waymo and Others Challenge Tesla34:36 Tesla’s Energy and Battery Storage Business40:53 EV Supply Chains and China’s Dominance47:18 The Future of Tesla and the EV Industry54:11 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

In Episode 17 of At The Wheel, Joe White and Tu Le examine two powerful forces reshaping the global auto industry: rising oil prices triggered by geopolitical conflict and a major battery breakthrough from BYD.As tensions in the Middle East disrupt global oil markets and threaten energy supply routes like the Strait of Hormuz, automakers may once again face the consequences of volatile fuel prices. Higher gasoline prices historically reshape vehicle demand and force shifts toward more efficient cars and electrified vehicles.Joe and Tu discuss:* How rising oil prices could reshape the global auto market* The impact of geopolitical conflict on fuel prices and supply chains* Why Toyota, Hyundai, and EV makers may benefit from higher gas prices* The vulnerability of truck-heavy automakers like Ford and Stellantis* How Chinese automakers may redirect exports as global markets shift* BYD’s next-generation Blade battery and ultra-fast charging technology* Why BYD’s charging speeds now rival the time it takes to fill a gas tank* The role of battery innovation in the next phase of EV competition* Why Chinese automakers may gain further advantages in global EV marketsThe episode also explores the future of charging infrastructure, the economics of EV adoption, and whether Western automakers can keep pace with China’s accelerating innovation.As oil shocks and technological breakthroughs collide, the auto industry faces a new question:Will the future of transportation be driven by energy markets — or battery innovation?🔎 SEO Keywords for DiscoverabilityBYD battery breakthroughBYD blade batteryEV fast charging technologyoil price spike auto industryelectric vehicle charging speedEV battery innovationChina EV technologyEV market competitionfuture of electric vehiclesEV vs gasoline vehiclesglobal oil market impactauto industry energy transitionChinese automakers innovation⏱ YouTube Chapters / Timestamps00:00 Intro – Oil Shock Hits the Auto Industry02:32 How the Iran Conflict Disrupts Global Oil Markets06:06 Why Asian Automakers Face Greater Fuel Risks09:38 Rising Gas Prices and Consumer Behavior13:03 Supply Chain Risks from Energy Markets15:56 BYD’s New Blade Battery Explained18:58 Ultra-Fast Charging Technology22:16 Why BYD Is Pushing Charging Innovation25:36 EV Technology vs Gasoline Vehicles29:11 Western Automakers Falling Behind?33:19 Chinese EV Expansion and Global Competition36:53 The Future of EV Charging Infrastructure41:17 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

In Episode 16 of At The Wheel, Joe White and Tu Le are joined by Henry Sanderson, author of Volt Rush and an expert on global battery supply chains and critical minerals.The discussion explores one of the most important issues shaping the future of the auto industry: who controls the batteries, minerals, and technology powering the EV transition.Henry explains how China built a dominant position across the EV supply chain — from mining and refining to battery manufacturing — and why Western governments are now scrambling to catch up.Joe, Tu, and Henry discuss:* How Chinese companies like CATL, BYD, and Ganfeng Lithium built global dominance in batteries* Why China controls key processing capacity for lithium, cobalt, and rare earth magnets* Whether the United States and Europe can realistically rebuild their own supply chains* The challenge of competing with China’s scale and cost advantages* How EV demand, energy storage, and AI-driven data centers are reshaping energy markets* Tesla’s shift toward AI, robotaxis, and robotics — and what that means for the EV industry* Why EV policy, industrial strategy, and geopolitics are now deeply intertwinedThe conversation also dives into emerging battery technologies including LFP, sodium-ion, and manganese-rich batteries, and what they could mean for the next phase of the energy transition.As governments and automakers race to secure supply chains, the future of the EV industry may depend less on cars — and more on minerals, batteries, and energy infrastructure.🔎 SEO Keywords for DiscoverabilityEV battery supply chainChina battery dominanceCATL batteriesVolt Rush bookHenry Sanderson EVlithium supply chainrare earth magnets EVLFP battery technologysodium ion batteriesenergy transition geopoliticsTesla robotaxi strategyEV industry competitionglobal EV marketbattery manufacturing USfuture of electric vehicles⏱ YouTube Chapters / Timestamps00:00 Intro – Special Guest Henry Sanderson01:18 Henry Sanderson and the Story Behind Volt Rush03:48 China’s Battery Supply Chain Dominance07:33 Can the West Catch Up to China?10:58 Rare Earths, Lithium and Critical Minerals15:57 How China Controls EV Supply Chains19:42 LFP Batteries and Cost Advantages22:05 Sodium-Ion and Next Generation Batteries27:20 Tesla’s Shift Toward AI and Robotics31:14 EV Demand and Global Market Competition36:47 Ford, GM and the Future of EVs41:01 Geopolitics and the Energy Transition45:23 Will the West Rebuild Its Supply Chain?52:51 Final Thoughts on the EV Race 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

In Episode 13 of At The Wheel, Joe White and Tu Le unpack the biggest themes shaping the global auto industry after CES.The headline: AI, robotics, and autonomous systems are rapidly becoming the center of the mobility industry.At CES, companies like Nvidia, Hyundai, Boston Dynamics, and Chinese automakers such as Geely and Great Wall showcased how artificial intelligence and robotics will reshape both manufacturing and transportation.Joe and Tu break down:* Why AI and robotics dominated CES announcements* Nvidia’s strategy to become the “Switzerland” of the AI ecosystem* Hyundai’s plan to deploy 30,000 humanoid robots by 2030* The rise of Robotics-as-a-Service (RaaS) as a new industrial business model* How automation is transforming automotive factories* Why Chinese automakers are quietly preparing to enter the U.S. market* The potential use of Volvo’s U.S. factory as a gateway for Chinese brands* The geopolitical tension between U.S. regulators and Chinese automakers* The growing importance of data centers, AI chips, and silicon designThe discussion also explores whether legacy automakers risk becoming contract manufacturers in a software-defined future dominated by tech companies.As AI, robotics, and global competition accelerate, the automotive industry may be entering one of the most disruptive decades in its history.🔎 SEO Keywords (for Description Optimization)AI automotive industryrobotics automotive manufacturingNvidia automotive AICES automotive technologyhumanoid robots automotiveChinese automakers expansionGeely US strategyrobotaxi futuresoftware defined vehiclesAI chips automotive industryfuture of mobility technologyelectric vehicles competitionautonomous vehicle innovation⏱ YouTube Chapters / Timestamps00:00 Intro – CES and the Future of Cars00:58 CES Highlights: AI Everywhere02:32 Nvidia’s Role in Automotive AI03:13 Robotics and Hyundai’s Strategy05:50 Automation in Manufacturing07:37 Chinese Automakers at CES09:11 Geely’s U.S. Strategy11:13 National Security Concerns Around Chinese Cars13:26 Detroit Auto Show vs CES17:08 Ford’s AI Strategy and Autonomous Systems21:29 Silicon and AI Chip Competition26:08 Data Centers and Autonomous Driving30:01 Robotics-as-a-Service Explained33:19 What’s Next for the Auto Industry36:13 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

In this special edition of At The Wheel, Joe White and Tu Le are joined by industry experts Steve Levine (The Electric) and Paul Leinert (Leinert & Company) to analyze the most important developments shaping the global auto industry.The conversation begins with Ford’s stunning decision to scrap major EV programs and take a $19.5 billion write-down, signaling that the first phase of the EV transition may be over.Joe, Tu, Steve, and Paul dive into the big questions facing the industry:* Why Ford is resetting its EV strategy and pivoting toward hybrids and lower-cost platforms* Whether legacy automakers are retreating from the EV race or simply regrouping* How Tesla’s trillion-dollar valuation continues to rise despite declining vehicle sales* The risks behind Elon Musk’s pivot toward robotaxis, AI, and humanoid robots* China’s rapidly expanding EV industry and the global impact of Chinese automakers* The growing importance of battery supply chains, rare earths, and silicon technology* Why Detroit and Europe may need to completely reinvent themselves to stay competitiveAs the EV transition evolves, the auto industry is facing a new reality: China’s rise, technology disruption, and changing consumer demand are rewriting the rules of global mobility.🔎 SEO Keywords for DiscoverabilityFord EV strategyFord EV write downTesla robotaxi strategyTesla market valuationChina EV dominanceBYD electric vehiclesglobal EV competitionelectric vehicle transitionEV industry disruptionbattery supply chain geopoliticsrare earth magnets automotivefuture of electric vehiclesautonomous vehicle industrysoftware defined vehiclesfuture of mobility⏱ YouTube Chapters / Timestamps00:00 Intro – Special Year-End Episode01:45 Ford’s $19.5B EV Write-Down Explained04:04 What Ford’s Reset Means for the Industry07:10 China’s Impact on Global Automakers10:58 EV Market Reality Check14:30 Tesla’s Valuation vs Real Sales18:00 Robotaxis and AI vs Automakers22:00 The Future of EV Demand26:00 China’s Export Strategy31:00 Battery Supply Chains and Rare Earths36:00 Can Detroit Reinvent Itself?42:00 Are EVs the Future or Just the Beginning?48:00 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

In Episode 11 of At The Wheel, Joe White and Tu Le unpack one of the biggest developments in the global automotive industry: Tesla’s weakening sales and the accelerating rise of China’s EV giants.Tesla’s once unstoppable growth story is suddenly under pressure. Sales are down sharply in Europe, China, and the United States, while Chinese automakers like BYD, Geely, Chery, and XPeng continue expanding both domestically and globally.Joe and Tu break down:* Why Tesla’s global sales growth has stalled despite strong EV market growth* How China’s EV market is reshaping the global automotive industry* The reality of Tesla’s idle capacity in Shanghai and Berlin gigafactories* Why Chinese automakers are rapidly expanding into Europe, Latin America, and Southeast Asia* Porsche’s dramatic sales collapse in China* The growing pressure on legacy automakers to adapt to China’s EV dominance* Europe’s escalating debate over phasing out combustion engines by 2035The episode also explores how geopolitics, trade tensions, and evolving technology are reshaping the future of the global auto industry.As China pushes toward 80% electrification of its auto market by 2040, the stakes for Tesla, Detroit, and Europe have never been higher.🔎 SEO Keywords for DiscoverabilityTesla sales declineTesla China marketBYD EV growthChina EV market dominanceelectric vehicle competitionTesla vs BYDglobal EV market trendsPorsche China sales collapseEV adoption China 2040future of electric vehiclesChina EV exportsEV market competitionelectric vehicle industry news⏱ YouTube Chapters / Timestamps00:00 Intro – Tesla’s Global Sales Problems01:41 Tesla Sales Decline Explained03:08 Tesla’s China Production Dependence05:02 Idle Gigafactory Capacity in Berlin & Shanghai07:10 Rising Competition From Chinese EV Makers09:05 Why Tesla’s Model 3 and Model Y Are Aging12:08 Tesla’s Global Market Challenges15:27 China EV Export Boom18:03 Tesla vs China EV Companies20:47 Michael Burry’s Tesla Criticism24:18 XPeng’s AI Strategy28:08 Global EV Competition Explained31:35 Europe’s Combustion Engine Ban Debate34:18 Legacy Automakers Under Pressure37:07 EV Demand and Market Dynamics40:20 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

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

In this episode of At The Wheel, hosts Joe White and Tu Le break down the biggest global automotive stories shaping the future of transportation.Tu reports live insights from the Munich IAA Mobility Show, where Chinese automakers dramatically expanded their presence and showcased cutting-edge technology—from intelligent driving systems to next-generation EV platforms. With 40% more Chinese participants than in 2023, the message was clear: Chinese companies are rapidly scaling their global ambitions.Meanwhile, Western automakers are racing to keep up. Volkswagen unveiled new affordable EV models targeting the €25,000 segment, Mercedes debuted its next-generation GLC with the updated MBOS software architecture, and BMW continues pushing its Neue Klasse platform.But the real story may be geopolitical.The conversation shifts to rising global trade tensions impacting the auto industry. Mexico is considering tariffs on Chinese vehicles while navigating pressure from the United States ahead of a USMCA renegotiation. At the same time, Canada is reviewing its 100% tariff on Chinese vehicles, highlighting how trade policy is reshaping global supply chains.Joe and Tu also explore how Chinese companies are exporting not only vehicles but also software, silicon, and supply chains, which could disrupt traditional Tier-1 suppliers across Europe and North America.Key themes include:* The rapid globalization of Chinese EV companies* How protectionism is reshaping the auto industry* The battle for affordable electric vehicles* Supply chain shifts and semiconductor competition* What Western automakers must do to stay competitiveIf you follow the future of mobility, EV technology, or the global auto industry, this episode offers essential insights into how the next decade of transportation is unfolding.SEO KeywordsChinese EVsglobal EV marketMunich IAA MobilityBYD expansion EuropeXPeng EV strategyEV trade warChina auto industryelectric vehicle competitionVolkswagen MEB platformMercedes MBOS operating systemBMW Neue KlasseEV supply chainsautomotive geopoliticsEV tariffs USMCAEV technology competitionfuture of mobilityglobal automotive industrySuggested YouTube Timestamps00:00 Introduction to At The Wheel01:00 Tu’s trip to Munich & the IAA Mobility Show03:00 Volkswagen Group EV announcements05:00 Can European EVs compete with Chinese models?06:30 Mercedes GLC reveal and MBOS software platform08:00 BMW Neue Klasse strategy09:40 Chinese automakers’ growing presence in Europe11:00 BYD’s aggressive expansion across Europe12:00 Chinese supply chain companies entering Europe14:00 Trade tensions reshape the auto industry16:30 Mexico considering tariffs on Chinese vehicles18:30 Why Mexico matters to global automakers20:00 Hyundai investment and U.S. manufacturing tensions23:00 The visa and talent challenge for global manufacturing25:00 Canada reviewing tariffs on Chinese EVs27:00 EV incentives ending and market impact29:00 Stellantis strategy and affordable EVs31:00 Why younger buyers are shifting away from legacy brands33:00 The role of scale in China’s EV industry35:00 Final thoughts on the global EV race 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

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

In this special edition of At The Wheel, Joe White and Tu Le are joined by David Kennedy, Toronto Bureau Chief for Automotive News, to break down a major geopolitical development that could reshape the North American auto industry.Canada has struck a new trade arrangement with China that could allow up to 49,000 Chinese electric vehicles annually into the North American trade zone. What does this mean for Ford, GM, Stellantis, Tesla, and the future of EV competition?The discussion explores the Canada-China EV trade agreement, U.S. tariffs, USMCA tensions, Chinese automaker strategy, and how geopolitics is reshaping the global auto market.Topics covered in this episode include:* Why Canada lowered tariffs on Chinese EV imports* The role of Prime Minister Mark Carney and the China trade reset* How BYD, Geely, and other Chinese automakers could enter North America* The impact on Ford, GM, and Stellantis production in Canada* Whether Chinese EV technology will be allowed into North American vehicles* How Tesla, Volvo, and Polestar might benefit from the new rules* The geopolitical battle over EV supply chains and manufacturing* What this means for USMCA and North American automotive tradeAs global competition intensifies between China, the United States, and Europe, the future of electric vehicles, battery supply chains, and auto manufacturing is becoming increasingly political.If Chinese EVs gain a foothold in Canada, could they eventually expand into the United States?🔎 SEO Keywords (for description text)China EVsChinese electric vehiclesCanada China trade dealEV trade warBYD CanadaGeely North AmericaChina EV expansionelectric vehicles CanadaNorth American auto industryUSMCA trade dealEV tariffs United StatesEV supply chain geopoliticsautomotive manufacturing Canadaglobal EV competition___00:00 – Welcome & episode setup 01:15 – Who is David Kennedy & why this deal matters 02:15 – Canada–China relations & the Huawei turning point 03:40 – Why EV tariffs became a political wedge in Canada 04:45 – U.S. pressure, Trump tariffs & plant uncertainty 05:30 – Stellantis Brampton & GM Oshawa fallout 07:15 – Canadian auto market size & U.S. OEM exposure 09:40 – What this means for future USMCA negotiations 11:05 – Canada’s goal: Chinese tech & manufacturing investment 12:30 – Brownfield plants & JV opportunities (Magna, Stellantis) 15:10 – Chinese tech bans & U.S. connected-vehicle policy 18:45 – Data security, privacy & China hawks in Canada 20:15 – Tesla, Volvo, Polestar & who fills the 49k quota 22:45 – BYD’s prior Canada plans & dealer interest 25:30 – Canada as a testbed for Chinese OEMs 27:00 – EV affordability & Canadian consumer sentiment 29:45 – Why U.S. brands may be losing Canadian goodwill 31:45 – Tesla’s Canada struggles & product stagnation 33:15 – Battery, component & manufacturing upside for China 35:45 – Is USMCA leverage part of Carney’s strategy? 38:00 – Will China force the U.S., Canada & Mexico to compete? 41:15 – Final thoughts: risks for Detroit & what comes next 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

In this episode of At The Wheel, Tu and Joe break down one of the most important weeks in global mobility. From Waymo’s aggressive expansion into four-season cities like Detroit and New York, to China’s robotaxi surge led by Baidu Apollo Go, WeRide, and Pony.ai, we dig into why autonomous driving is suddenly heating up again.We also unpack:* The real state of AV deployments in the U.S. vs China* Waymo’s strategy with Zeekr-built robotaxis* Baidu’s sub-$50K L4 robotaxi and Why Chinese AV economics matter* How Uber, Lyft, Waymo, and Chinese AV startups are aligning* The next wave of trade tensions: tariffs, supply chains, and the Supreme Court* GM’s push to “de-China” suppliers & what it means for OEM profitability* The future of North American manufacturing & UAW influence* Tesla and Rivian mega-pay packages (Musk + Scaringe) — what they really signal* Whether Tesla is shifting focus from EVs to AI & robotics* Rivian’s cost crisis and whether R2 can save the company* Updated EV demand numbers across China, the EU, and the U.S.* Why BYD, Geely, and Wuling are Tesla’s real global threatThis is an episode rich with insider detail on autonomous vehicles, EV demand, supply chains, and the real economic pressures shaping automakers in 2025 and beyond.If you want the smartest take on where autonomy, EVs, and global manufacturing are headed, this one’s for you.👍 Like, subscribe, and drop your questions or topics you want us to cover next time. 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

In this episode of At The Wheel, Joe (High Speed Rodeo / Reuters) and Tu (Sino Auto Insights) break down one of the most consequential Tesla earnings calls in history — and what it means for the future of cars, AI, autonomy, and consumers who are increasingly unwilling (or unable) to buy expensive vehicles.This episode goes far beyond Tesla.It’s about capital allocation, trust in automation, consumer psychology, and whether the auto industry is racing toward a future the public didn’t vote for.⸻🚨 Tesla’s $20B Pivot: From Cars to AI & RobotsJoe calls Elon Musk’s latest earnings call a “$20 billion Hail Mary.”Tesla is: • Ending production of the Model S and Model X • Converting factories toward humanoid robots, robotaxis, and AI infrastructure • Spending more on capex than GM or Ford — while vehicle revenues shrink • De-emphasizing consumer EVs in favor of autonomy and robotics We debate: • Whether Tesla is abandoning the auto business too early • If robotaxis and humanoids can realistically replace car revenue • Why Tesla’s valuation depends more on belief than delivery⸻🤖 Robotaxis, Waymo & the Safety BacklashAutonomous driving is advancing — but not without consequences.Joe and Tu examine: • Why Waymo is still losing billions despite a $100B+ valuation • The implications of AVs striking pedestrians — even when “doing better than humans” • Whether regulators are letting society act as beta testers • Why China bans tech features (like flush door handles) faster than the U.S. ⸻🧠 Big Tech vs Automakers: A Capital MismatchTesla sits awkwardly between: • Traditional OEMs (GM, Ford, Toyota) • Trillion-dollar tech giants (Alphabet, Amazon, Apple)We discuss: • Why $20B in AI spending isn’t “AI-scale” anymore • How Alphabet’s $90B annual AI spend changes the game • Why autonomy may belong to tech companies, not automakers • Who will own the data, compute, and profit pools ⸻😕 The Joyless Consumer ProblemNew data shows U.S. consumer confidence near recession-level lows — even as the economy “looks fine” on paper.We break down: • Why buyers aren’t signing up for $700–$900 car payments • How pessimism is killing demand for new vehicles • Why affordability and optimism matter more than features • What automakers historically do in downturns — and why it’s harder now ⸻🌍 Ford, GM, China & the Global RealityWe unpack: • Why GM and Ford are effectively North American truck companies • What shocking China and Canada trade data reveals • Whether alliances with BYD, Xiaomi, or Chinese tech are inevitable • How politics, not engineering, may decide who survives ⸻🎯 Bottom LineThis isn’t just about Tesla.It’s about whether the auto industry is building the future people actually want — or the future investors are betting on.And whether society gets a say before AI, robots, and autonomy reshape work, mobility, and safety.⸻Podcast SEO Keywords:future of mobility, Tesla business model, AI capital spending, robotaxi economics, consumer pessimism economy, autonomous driving safety, auto industry disruption, EV market slowdown, big tech automotive⸻00:00 – Intro: Tesla, AI & the Big Pivot00:52 – Tesla Earnings Call Breakdown03:10 – The $20B “Hail Mary” Explained06:45 – Killing the Model S & X: Symbolic or Strategic?09:00 – Humanoid Robots: Reality vs Hype12:15 – Robotaxis, Waymo & Safety Concerns16:05 – Regulation, China & AV Backlash20:10 – Waymo’s $100B Valuation Problem23:30 – AI Spending: Tesla vs Big Tech27:20 – Consumer Confidence Hits Lows31:15 – Why Buyers Won’t Take Big Car Loans34:10 – Ford, GM & the North American Trap39:00 – China, Canada & Competitive Pressure42:40 – Ford–BYD–Xiaomi Rumors Explained47:30 – What the Auto Industry Gets Wrong50:45 – Closing Thoughts & What’s Next 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

The global EV story is changing fast. In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters / High-Speed Rodeo) unpack the latest data and strategies shaping the future of the car industry. They dive into: ⚡ The U.S. EV market’s slowdown — and what GM’s $1.6 billion charge says about consumer demand 🇺🇸 Stellantis’ combustion-heavy U.S. plan and John Elkann’s Trump outreach 🇪🇺 Europe’s debate over delaying the 2035 ICE ban — and new IP-transfer demands on Chinese automakers 🇨🇳 China’s EV “cliff”: record exports from BYD and Chery, brutal price wars, and overcapacity pressures 🌍 Why Spain is becoming Europe’s new EV hub (BYD, CATL, VW Group) 💰 U.S. car prices topping $50K — and the growing middle-class gap 🚗 How Chinese brands like BYD, Geely, Leapmotor, NIO (Onvo), and Xpeng are taking share abroad 🤖 The rise of Waymo, Uber, Lyft, and new autonomous players like Tensor Auto — and what it means for future mobility ⚙️ Rare-earth supply chain battles between China and the U.S. Tu and Joe connect the dots between policy, profitability, and innovation across Detroit, Beijing, and Berlin. 📺 Subscribe to At The Wheel for straight-talk analysis from two of the most plugged-in voices in global mobility. Chapters: 00:00 Introduction to Electric Vehicles and Market Trends 01:39 The Cliff of EV Adoption in the US 05:51 The Chinese EV Market Dynamics 11:37 Export Trends and Global Competition 18:02 The Shift in US Auto Industry Focus 26:31 The Future of Innovation and Competitiveness 35:02 Supply Chain Challenges and Geopolitical Tensions 🔑 SEO / Keyword List EV market slowdown, U.S. auto industry, BYD exports, Chery IPO, China EV exports, EV price war, GM EV charge, Ford EV outlook, Stellantis combustion strategy, John Elkann Trump, Volkswagen MEB Plus Spain, CATL Spain battery, EU 2035 ban, IP transfer EU China, rare earth restrictions, Trump tariffs autos, Mexico tariff China cars, Brazil auto tariffs, AutoPacific survey, Huawei cars, NIO Onvo L90, Geely LeapMotor, Xpeng Volkswagen partnership, Waymo autonomous vehicles, Uber Lyft Tensor Auto, Sino Auto Insights, Joe White Reuters, Tu Le podcast, At The Wheel podcast, global EV trends 2025, U.S. EV policy, China automotive strategy, Detroit EV future. 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

In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters) sit down with Simon Wright, Industry Editor at The Economist, to unpack the forces reshaping the global auto industry. From Simon’s provocative article “Trump, Friend of the EV?” to the growing threat of Chinese EV makers in Europe, the conversation dives deep into how policy, tariffs, and consumer demand are colliding across China, the EU, and the U.S. We explore: • Why Trump-era policies may paradoxically boost EV adoption in America • The growing competitive pressure from BYD, NIO, and Chinese automakers in Europe • How Stellantis, Volkswagen, BMW, and Mercedes are responding to China’s dominance • Whether European 2035 combustion engine bans will hold • The software and digital experience gap facing legacy automakers • The future of autonomous vehicles in Europe and beyond Simon shares insider perspective on trade, tariffs, electrification, and why the world is going electric faster than many expect. 👉 Don’t miss this global deep dive into the future of cars, policy, and competition. 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

Thank you Bill Bishop, Steve LeVine, and many others for tuning into my live video with Joe White - High Speed Rodeo! Join me for my next live video in the app. 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

In this episode of At The Wheel, hosts Tu Le (Sino Auto Insights) and Joe White (High Speed Rodeo) sit down with Ed Kim, President of AutoPacific, to unpack why the U.S. EV market is stalling—and how China is seizing the moment.🚗 Key Topics:* AutoPacific cuts its 2030 U.S. EV forecast from 25% to 17%* Chinese automakers like BYD, NIO, and Changan are gaining ground—fast* China’s likely backdoor into the U.S. market? 🇲🇽 Mexico* U.S. brands risk becoming “single-product, single-market” dinosaurs* Why Gen Z isn’t buying into decontented EVs* Startups like Rivian, Lucid, and Slate face a shrinking runway* The looming rare earth magnet crisis that could rival the 2021 chip shortage🎙️ This is a sharp, data-driven look at global EV disruption, policy paralysis, and the widening gap between American consumers and automakers.🔥 “We’re not standing still—we’re moving backwards,” Ed says of U.S. EV policy. He also warns that a new wave of “magnet shortages” and rare earth restrictions could echo the 2021 chip crisis—only worse.🏢 Companies & Organizations MentionedEV Startups:Rivian, Lucid Motors, Slate, TeslaChinese Automakers:BYD, NIO, XPeng, Geely, Zeekr, Changan, JAC, MG, Li AutoLegacy OEMs:GM, Ford, Stellantis, Toyota, Hyundai, Kia, Volkswagen, Volvo, Renault, NissanOthers:AutoPacific, Sino Auto Insights, Reuters, MIT, Lithium Americas, U.S./Chinese governments, Canadian dealer groups, Mexican trade zone🔎 SEO Keywords:EV forecast 2030, Ed Kim AutoPacific, Chinese EV growth, U.S. EV tariffs, GM Ford EV strategy, Tesla competition, Rivian Lucid outlook, rare earth shortage, Gen Z car buyers, BYD vs GM, Changan Mexico, EV policy 2025🎙️ This is a frank, data-driven conversation about what’s working (and what’s not) in the global auto industry—and why U.S. automakers must wake up to compete in a post-Tesla, post-ICE world.💡 Whether you’re in the C-suite at an OEM, working at a mobility startup, or just obsessed with the EV transition—this is a must-watch conversation packed with industry insight, forecasts, and red flags.📩 Subscribe for expert insights into the global auto industry, electric vehicle strategy, and the future of transportation.🔔 Hit the bell to stay in the loop on the latest from At The Wheel. 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

In this episode of At The Wheel, Tu Le Le and Joe White - High Speed Rodeo sit down with legendary automotive engineer Sandy Munro for a candid, no-holds-barred conversation about the future of manufacturing, electrification, reshoring, and U.S. industrial competitiveness.Companies and Organizations Mentioned:Startups / Innovators / Institutions• Newlab (Detroit), TechTown Detroit, Lawrence Tech University (LTU)Automakers• Tesla, BYD, NIO, XPeng, Lucid Motors, Rivian, General Motors (GM), Ford, Volkswagen Group (VW, Porsche, Audi), BMW, Mercedes-Benz, Toyota, Chery, FAW, Beijing Automotive (BAIC), Quan Chau AutomotiveSuppliers / Industrial• Munro & Associates (Munro Live), Samsung, LGAppliances / Consumer Tech• GE (General Electric), Whirlpool, Haier, MideaGovernment / Defense / Policy• U.S. Defense Sector (unnamed agencies), U.S. Government (reshoring, tariffs), Trump Administration (policy reference), European Union (tariffs on Chinese EVs) 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

In this inaugural episode, Tu Le and Joe White discuss the current state of the automotive industry, focusing on Tesla's recent robotaxi launch, the challenges of autonomous vehicle technology, and the rise of Chinese automakers in the global market. They explore the competitive landscape, regulatory scrutiny, and the geopolitical implications of these developments, particularly in relation to market dynamics and international competition.Keywords:Tesla, Robotaxi, Autonomous Vehicles, Chinese Automakers, Mobility, International Competition, Electric Vehicles, Market Trends, Technology, Transportation 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