EXCLUSIVE: Former GM Exec Warns Tesla China’s EV Domination Is Unstoppable

The auto industry is in the midst of a seismic shift, with Tesla and Chinese automakers leading the charge while giants like GM and Ford rapidly decline. Today, we have an exclusive conversation with a former GM executive and industry insider. He’ll reveal startling truths, including how China’s global car blitzkrieg, exporting 6 million vehicles to over 100 countries this year, is reshaping the market and what the future holds for legacy car brands.

Michael Dunne is a former GM executive when he was President of GM Indonesia and is now working as an automotive industry consultant as CEO of Dunne Insights, an advisory firm with expertise in global electric vehicle markets and battery supply chains.

Follow X on X under handle @dunne_insights
Website: www.dunneinsights.com

00:00 The Chinese Auto Industry Tsunami
01:54 Tesla's Entry into the Chinese Market
03:02 China's Electric Vehicle Revolution
04:56 The Impact of Tesla on Chinese Automakers
09:18 The Global Expansion of Chinese Automakers
10:23 Challenges and Strategies for Chinese Automakers
15:49 State-Owned Enterprises and the Electric Pivot
27:15 Tesla's Role and Risks in China
31:11 Tesla's Full Self-Driving Rollout in China
34:03 China's Ambitions in Humanoid Robots
36:10 Tesla and China's Mutual Dependence
39:48 Legacy Automakers' Struggles and Strategies
43:08 The Impact of Software on the Auto Industry
44:15 The Potential for Tesla Partnerships
46:00 Chinese Brands' Market Dominance
51:52 Tesla's Strategy and Market Position
54:34 BYD and Tesla: Potential Collaborations

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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.

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