Sino Auto Insights
@sinoautoinsights.bsky.social
🌎 advisory & management consultancy. We help companies define the future of transportation & mobility.
Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA
Sign up for our newsletter: http://www.sinoautoinsights.substack.com
Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA
Sign up for our newsletter: http://www.sinoautoinsights.substack.com
Pinned
Tu Le | Substack
Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.
substack.com
Allow me to re-introduce myself:
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles & batteries.
Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷
substack.com/@tu123?invite
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles & batteries.
Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷
substack.com/@tu123?invite
November 19, 2025 at 7:52 PM
Getting close to time travel speeds.
1.21 jigawatts!
1.21 jigawatts!
Dongfeng is also working on an ultra-high-voltage EV platform capable of charging at a whopping 2 megawatts.
insideevs.com/news/779149/...
insideevs.com/news/779149/...
Chinese EV Maker Plans 620-Mile Solid-State Battery Cars In 2026
Dongfeng is also working on an ultra-high-voltage EV platform capable of charging at a whopping 2 megawatts.
insideevs.com
November 17, 2025 at 4:29 PM
Getting close to time travel speeds.
1.21 jigawatts!
1.21 jigawatts!
Points to OEMs building in NA (which is ALL of them) seeing this as a long-term solution.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
Exclusive: Tesla is now requiring its suppliers to exclude China-made components in the manufacturing of its cars in the U.S., a fresh example of the fallout from Washington-Beijing tensions.
Tesla Wants Its American Cars to Be Built Without Any Chinese Parts
This year’s U.S. tariffs on Chinese imports pushed the EV maker to accelerate its strategy of cutting China-made components out of its U.S. production.
on.wsj.com
November 16, 2025 at 7:18 PM
Points to OEMs building in NA (which is ALL of them) seeing this as a long-term solution.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
Reposted by Sino Auto Insights
Join us tomorrow, Wednesday - 1pm ET.
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
November 11, 2025 at 3:42 PM
Join us tomorrow, Wednesday - 1pm ET.
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
(NOT) Available in the 🇺🇸. Buick / GM Why (NOT?)
November 9, 2025 at 1:36 AM
(NOT) Available in the 🇺🇸. Buick / GM Why (NOT?)
Reposted by Sino Auto Insights
We love the open-top Longbow Speedster, but the Roadster will be the company's bread & butter. These specs are pretty promising and the price isn't completely nuts for this kind of proposition.
November 8, 2025 at 7:55 PM
We love the open-top Longbow Speedster, but the Roadster will be the company's bread & butter. These specs are pretty promising and the price isn't completely nuts for this kind of proposition.
Elon will have single-handedly pushed up the pay packages of ALL CEOs.
Even the bad ones.
Even the bad ones.
November 8, 2025 at 12:51 AM
Elon will have single-handedly pushed up the pay packages of ALL CEOs.
Even the bad ones.
Even the bad ones.
Awesome. And about time.
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Waymo driverless ride-hailing service is coming to Motown
Waymo started offering public rides in Phoenix in 2020 and has since expanded to other cities. Detroit will be the first northern market.
www.detroitnews.com
November 4, 2025 at 3:36 AM
Awesome. And about time.
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Game of Thrones - Sterling making his presence felt ...and his desire to be the next #1.
When will Jacobson leave?
www.autonews.com/general-moto...
When will Jacobson leave?
www.autonews.com/general-moto...
GM software VP Dave Richardson leaves as Sterling Anderson takes on more responsibility
The company said it is reorganizing its software and services engineering team to speed how it develops and deploys technology.
www.autonews.com
October 31, 2025 at 5:13 PM
Game of Thrones - Sterling making his presence felt ...and his desire to be the next #1.
When will Jacobson leave?
www.autonews.com/general-moto...
When will Jacobson leave?
www.autonews.com/general-moto...
Reposted by Sino Auto Insights
Lucid targets industry-first self-driving car technology with Nvidia
Lucid targets industry-first self-driving car technology with Nvidia
Lucid plans to be the first automaker to offer highly advanced self-driving capabilities in its vehicles in the coming years, the automaker said Tuesday.
cnb.cx
October 28, 2025 at 6:46 PM
Lucid targets industry-first self-driving car technology with Nvidia
Reposted by Sino Auto Insights
Our latest episode (#225) just dropped in audio and video. Find it on YouTube and all major podcast platforms:
@sinoautoinsights.bsky.social
@sinoautoinsights.bsky.social
October 27, 2025 at 7:09 PM
Our latest episode (#225) just dropped in audio and video. Find it on YouTube and all major podcast platforms:
@sinoautoinsights.bsky.social
@sinoautoinsights.bsky.social
Reposted by Sino Auto Insights
To watch in full, scan the code:
October 27, 2025 at 7:11 PM
To watch in full, scan the code:
Reposted by Sino Auto Insights
October 27, 2025 at 7:11 PM
Reposted by Sino Auto Insights
To watch Episode #225 in full, scan the code:
October 27, 2025 at 7:12 PM
To watch Episode #225 in full, scan the code:
Reposted by Sino Auto Insights
October 27, 2025 at 7:12 PM
Reposted by Sino Auto Insights
Join us tomorrow Tuesday, October 28th - 1pm ET LIVE on X, YouTube & Riverside as co-hosts, Tu Le and Joe White discuss:
Questions and comments welcome so bring them along as you tune in!
Questions and comments welcome so bring them along as you tune in!
October 27, 2025 at 4:09 PM
Join us tomorrow Tuesday, October 28th - 1pm ET LIVE on X, YouTube & Riverside as co-hosts, Tu Le and Joe White discuss:
Questions and comments welcome so bring them along as you tune in!
Questions and comments welcome so bring them along as you tune in!
IF Rivian & Lucid Motors - R2 & baby Gravity - launch on time, at the price points they imply THEN the D2.5 are in serious trouble.
Problem has never been about the product for them.
It HAS been about the price & being able to manufacture efficiently.
Both still learning how to build cars.
Problem has never been about the product for them.
It HAS been about the price & being able to manufacture efficiently.
Both still learning how to build cars.
October 25, 2025 at 8:21 PM
IF Rivian & Lucid Motors - R2 & baby Gravity - launch on time, at the price points they imply THEN the D2.5 are in serious trouble.
Problem has never been about the product for them.
It HAS been about the price & being able to manufacture efficiently.
Both still learning how to build cars.
Problem has never been about the product for them.
It HAS been about the price & being able to manufacture efficiently.
Both still learning how to build cars.
Could the 🇪🇺 move faster on autonomy than the 🇺🇸???
Pony AI Partners With Stellantis to Deploy Robotaxis in Europe
Stellantis and Pony AI have agreed to deploy robotaxis in Europe and plan to launch test robotaxis in Luxembourg in coming months, the two companies said Friday.
www.wsj.com
October 17, 2025 at 12:34 PM
Could the 🇪🇺 move faster on autonomy than the 🇺🇸???