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Episode 163: Tu Le
Manage episode 366201138 series 2584001
Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast.
Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world.
Topics:
China's current & future position in the global EV market
Average battery sizes
The return of EV incentives in China ?
EV price cuts
Tu Le: "BYD is what Tesla wants to be"
Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade
China EV plans for North America
The coming consolidation of EV producers in China
Why legacy OEMs are on the decline in China
E-Mobility "smartification" & ACES
Why software leads the way in EV development
North American & EU decoupling from China - easier said than done
Changing the US driving mindset
E- Mobility growth in India
The critical metals angst of OEMs
Sodium Ion battery impact on EVs
ONE - Our Next Energy
The top five global EV/Mobility companies in 2030
Rapid Fire
144 episodes
Manage episode 366201138 series 2584001
Tu Le is the founder & Managing Director of Sino Auto Insights (@SinoAutoInsight on Twitter) and a Co-Host of the China EVs & More Podcast.
Tu had significant experience with at Ford, GM and Apple before making his way to China and the EV world.
Topics:
China's current & future position in the global EV market
Average battery sizes
The return of EV incentives in China ?
EV price cuts
Tu Le: "BYD is what Tesla wants to be"
Why is GM's CEO saying they can't build a profitable EV in the $30-40K price range in this decade
China EV plans for North America
The coming consolidation of EV producers in China
Why legacy OEMs are on the decline in China
E-Mobility "smartification" & ACES
Why software leads the way in EV development
North American & EU decoupling from China - easier said than done
Changing the US driving mindset
E- Mobility growth in India
The critical metals angst of OEMs
Sodium Ion battery impact on EVs
ONE - Our Next Energy
The top five global EV/Mobility companies in 2030
Rapid Fire
144 episodes
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