Let Only Red Flowers Bloom. Emily Feng, Author and International Correspondent, NPR.
When it comes to China, most Americans are mostly in the dark. Don't believe me? Just quiz your friends. Ask them to name the five largest cities in China. Or to tell you the difference between people in Fujian and Sichuan, or Beijing and Guangzhou? Or how many cars China exported last year. Is China's economy booming on the back of record exports or reeling from a property meltdown and tanking consumer confidence? How many of us can say we know for sure. How many of us are in regular communication with people in China? Here to fill the void is Emily Feng, author of a tremendous new book called Let Only Red Flowers Bloom. Ms Feng brings to life the joys and sorrows, advances and setbacks of ordinary people in China. And she explains why, under Xi Jinping, people are encouraged to bloom red.
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InEvitable: Inside the Messy Unstoppable Transition to Electrics. Mike Colias, Author & Detroit Deputy Bureau Chief, Autos, Wall St Journal
When it comes to EVs, people seem to embrace one of two schools of thought. In school one, electric vehicles may have a role to play but that role is limited. Manufacturers should not be required to build them. And citizens should not be required to pay taxes to subsidize purchase of EVs. In school two, the belief is that electric vehicles are, without a doubt, the future. By 2040 the vast majority of all new vehicles will be propelled by motors driven with energy from batteries. Which school has it right? Enter our special guest today, Mike Colias, author of a tremendous new book called InEVitable: Inside the Messy Unstoppable Transition to Electrics. Mr. Colias has covered the automotive business for the Wall Street Journal for more than ten years. In this episode he gives us a view on what makes building EVs and batteries so hard for the Detroit Three. Who among the Detroit Three is doing the best job? Who is falling behind? And how might America's commitment to EVs change under the Trump Administration?
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China Overcapacity: A Permanent Feature, Not A Bug. Joerg Wuttke, Partner, Albright Stonebridge Group
Chinese leaders believe overcapacity across industries including automotive is a cyclical problem that fresh growth will solve. Foreign investors with experience in the PRC see things differently. To them, overcapacity is a direct result of China's planned economy. Not only does massive overcapacity spark price wars inside China, it also threatens to spur an avalanche of exports into markets worldwide, undermining industries and killing jobs. Joerg Wuttke led the China operations of BASF, the German chemical giant for 27 years. Mr Wuttke knows China like few people on the planet. In the summer of 2024, he became a partner at the Albright Stonebridge Group based in Washington DC. Mr Wuttke is considered one of the world's leading experts on Europe-China trade and investments. Today, we talk about what Mr Wuttke calls China's "breaking point" when it comes to overcapacity. How soon will it arrive? What will it look like?
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Navigating the U.S.-China Landscape: Michael Dunne Joins FACE-OFF
We're trying something a little different this week! Michael Dunne recently appeared as a guest on the podcast FACE-OFF: The U.S. vs. China, where he had an insightful and engaging conversation with host Jane Perlez. He enjoyed the discussion so much that he wanted to share it with you. The description below is from the FACE-OFF podcast.====================Back in 2015 the Chinese government declared that they would become the world leader in EVs by 2025. Major car companies scoffed. Who wants an EV? Today, China automakers have surpassed Japan, Germany and the US to become the number one exporter of cars. A record number of Chinese EVs were sold globally last year. How did China become the global leader in EVs? We’ll talk with the man who literally wrote the book on the rise of China’s car industry. Guest: Michael Dunne, Auto executive in China and the US, author American Wheels, Chinese Roads. Book Recommendations: Michael Dunne’s new book expected mid-2025.Power Play: Tesla, Elon Musk and the Bet of the Century by Tim Higgins.
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Autonomous Vehicle Cannonball Run Record. Alex Roy, Co-Founder, New Industry Venture Capital
Alex Roy and his co-pilots recently made two historic coast to coast trips - California to New York - in his brand new Model S. Their mission: Measure the efficiency and safety of the Tesla FSD system. How close was Tesla to mastering full autonomy? Roy and Team use two key metrics. The first is the total number of disengagements – whether voluntary or involuntary. The second: How quickly could the system recover after a disengagement? Roy, who previously set the Electric Car Cannonball record in his Tesla, has now turned his focus to autonomous driving. His central question: How soon will cars be able to drive themselves coast to coast allowing us to take a nap in the back seat? I first met Alex Roy in 2018 at a private industry event south of Munich. He's one of a kind - colorful, smart and professional. You will enjoy his vivid first-hand account of the cannonball runs, both the triumphs and the reversals - like the time the team encountered a good old-fashioned midwestern thunderstorm in Indiana. How exactly did The Model S and the FSD system respond to that crush of water? Alex Roy, partner, New Industry Venture Capital on the Driving With Dunne podcast.
Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehicles. He’s going to answer questions like: Which EV brands are the best? Why is the charging experience so unpredictable? Who makes the best battery? The electric vehicle revolution is a global race that China now leads with America way back in their rear view mirror. Who will win out - and why? Every episode of Driving With Dunne equips you with powerful new knowledge about the future of these battery-propelled computers on wheels.
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