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The Ford CEO drives a Chinese cars and truck. The Stellantis CEO is currently offering Chinese vehicles in Europe. And the ordinary Chinese EV costs less than $10,000.
This may be one of the most crucial commercial tale of the next decade– and nearly no person in America is chatting about it.
Two Bit da Vinci’s Ricky Roy companions with Elliot Richards (Everything Electric, Fully Charged)– who’s lived in China for 18 years– to lay out precisely just how China silently built the world’s most effective automobile industry, why every tradition brand name is bleeding share in China, what their export wave is doing to Europe and Russia, why the United States tariff wall is even more of a stall than an approach, and what all of it means for Detroit and the American consumer.
CHAPTERS.
0:00 The Story No One in America Is Telling.
2:04 China vs America– The Real Scale.
3:45 Foreign Brands Are Collapsing Inside China.
4:54 Sponsor– Anker Solix.
6:26 How China Got Here So Fast.
7:18 The License Plate Moat.
8:35 BYD, CATL, and the Engineering Tidal Wave.
9:53 The $10,000 EV Problem.
10:54 Neijuan– China’s Death Match.
11:41 Going Global– Europe, Russia, Mexico.
13:41 Echoes of the 1980s Japan Invasion.
14:50 The Tariff Wall and the Volvo EX30.
18:42 What This Means For You.
20:48 Where This Ends– And What Happens to Detroit.
22:00 Ricky and Elliot’s Take.
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