About this episode
Tu Le discusses the current state and future of the electric vehicle market, particularly focusing on China and its implications for US automakers.
Tu Le is the founder of Sino Auto Insights, an innovation & management consulting firm. Topics: The Global EV picture The final frontier for China EVs The US "China EV" strategy GM and Ford The status of FSD (full self-driving) The changing perception of Tesla in China What's next for BYD and Tesla? When will CATL be producing batteries in the US? The "best of the rest" China EV companies Rapid fire The growing angst in China over lithium supply
People in this episode
Host: Joe Lowry
Guest: Tu Le
Topics covered
- Global EV picture
- China EVs
- US China EV strategy
- FSD status
- Tesla perception in China
- BYD and Tesla future
- lithium supply concerns
Keywords
- electric vehicles
- China EV
- Tesla
- BYD
- lithium supply
- FSD
- CATL
Mentioned in this episode
Organizations: Sino Auto Insights, GM, Ford, Tesla, BYD, CATL
Places: China, US
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- Episode 234: Brine Fundamentals · May 4, 2026 · 1h 2m
- Episode 233: Chris Reed · April 12, 2026 · 59 min
- Episode 231: Dr. Tom Benson · March 11, 2026 · 1h 4m
- Episode 230: Lithium Update · March 5, 2026 · 24 min
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