China's EV Market Dominance and the Challenges Facing Tesla — Manifold #48

 

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.

Chapters:

0:00 Introduction 

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: 

https://www.manifold1.com/episodes/chinas-ev-market-dominance-and-the-challenges-facing-tesla-48

See earlier episodes:

TP on the US-China chip war

https://www.manifold1.com/episodes/huawei-and-the-us-china-chip-war-44

Taylor Ogan of Snow Bull Capital (Shenzhen) on EVs, LIDAR, manufacturing in China

https://www.manifold1.com/episodes/taylor-ogan-snow-bull-capital-chinas-tech-frontier-the-view-from-shenzhen-47