TP Huang is a computer scientist and analyst of global technology development.
He posts often on X: https://x.com/tphuang.
The EV tipping point has arrived in China. Even most techology experts do not appreciate the coming huge impacts on global economics, manufacturing, energy transition, etc.
2:21 How TP Huang became interested in electric vehicles
6:30 The perception and reality of Chinese products, future of Chinese auto market
9:24 The impact of Tesla on the Chinese electric vehicle market
14:41 Buying a car in China 27:05 China dominates with electric vehicle batteries
30:44 The challenges facing Tesla in China
40:11 The evolution of smart cars, autonomous vehicles, and self driving
50:48 LIDAR technology and autonomous driving
59:08 BYD, China’s energy independence, and power grid
1:14:04 The downstream impact of China leading in tech and electric vehicles
Audio-only version and transcript:
See earlier episodes:
TP on the US-China chip war
Taylor Ogan of Snow Bull Capital (Shenzhen) on EVs, LIDAR, manufacturing in China