Q in Charge - Podcast - S04E03: "The Global EV Chessboard: Market Share Wars, Policy Walls, and Autonomous Futures"

Q in Charge - Podcast - S04E03: "The Global EV Chessboard: Market Share Wars, Policy Walls, and Autonomous Futures"

From Q IN CHARGE by Sergej Marojevic

February 28, 2026 · 42 min · Season 4 · Episode 3

About this episode

The episode discusses the global shift in the auto industry with a focus on electric vehicles and the impact of AI on market competition and policy.

In this Special Edition of Q in Charge , Joe the Q breaks down the accelerating global power shift in the auto industry. We trace how Chinese automakers are expanding worldwide through scale, cost advantage, and fast-moving tech ecosystems, then zoom into Western Europe—especially Germany—to unpack what the EV era means for legacy giants like Volkswagen, BMW, and Mercedes as competition intensifies and policy barriers rise. Finally, we connect it all to the real force multiplier— AI —from software-defined vehicles and factory automation to autonomy, robotics, and the next wave of energy demand that will reshape charging and the grid.

People in this episode

Host: Joe the Q

Topics covered

  • electric vehicles
  • global auto industry
  • Chinese automakers
  • legacy automakers
  • AI in automotive
  • market competition
  • policy barriers

Keywords

  • electric vehicles
  • automakers
  • China
  • Germany
  • AI
  • market share
  • policy
  • autonomy
  • charging
  • energy demand

Mentioned in this episode

Organizations: Volkswagen, BMW, Mercedes

Places: China, Western Europe, Germany

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