Sino Auto Insights
@sinoautoinsights.bsky.social
🌎 advisory & management consultancy. We help companies define the future of transportation & mobility.
Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA
Sign up for our newsletter: http://www.sinoautoinsights.substack.com
Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA
Sign up for our newsletter: http://www.sinoautoinsights.substack.com
Pinned
Tu Le | Substack
Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.
substack.com
Allow me to re-introduce myself:
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles & batteries.
Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷
substack.com/@tu123?invite
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles & batteries.
Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷
substack.com/@tu123?invite
This leaves a terrific space for @Rivian to slot right into. Do either of them dare?!
How bad does RJ want to stay independent(ish)? How bad does @VW need them for the Americas?
VW is reviving scout line to be mostly hybrids rather than EVs
How bad does RJ want to stay independent(ish)? How bad does @VW need them for the Americas?
VW is reviving scout line to be mostly hybrids rather than EVs
VW is reviving scout line to be mostly hybrids rather than EVs
More than eight out of 10 consumers who put down a $100 reservation on a Scout have selected plug-in hybrid versions over EVs.
www.detroitnews.com
November 30, 2025 at 5:02 PM
This leaves a terrific space for @Rivian to slot right into. Do either of them dare?!
How bad does RJ want to stay independent(ish)? How bad does @VW need them for the Americas?
VW is reviving scout line to be mostly hybrids rather than EVs
How bad does RJ want to stay independent(ish)? How bad does @VW need them for the Americas?
VW is reviving scout line to be mostly hybrids rather than EVs
ChatGPT is giving +500 on a parlay bet that Slate Auto + Rivian + Lucid all launch their newest vehicles on time in 2026.
Who’s taking that bet?
Who’s taking that bet?
November 29, 2025 at 11:26 PM
ChatGPT is giving +500 on a parlay bet that Slate Auto + Rivian + Lucid all launch their newest vehicles on time in 2026.
Who’s taking that bet?
Who’s taking that bet?
What’s the over/under on Mary pulling the ripcord at the @GM in 2026?!
How about GM naming Sterling as her replacement?
How about GM naming Sterling as her replacement?
November 29, 2025 at 11:12 PM
What’s the over/under on Mary pulling the ripcord at the @GM in 2026?!
How about GM naming Sterling as her replacement?
How about GM naming Sterling as her replacement?
2026 is the year where (some) car companies go out of business.
They won’t actually close their doors in the 2-6, but the foundations will be firmly set.
They won’t actually close their doors in the 2-6, but the foundations will be firmly set.
November 29, 2025 at 11:00 PM
2026 is the year where (some) car companies go out of business.
They won’t actually close their doors in the 2-6, but the foundations will be firmly set.
They won’t actually close their doors in the 2-6, but the foundations will be firmly set.
Reposted by Sino Auto Insights
The Chinese auto giant is serious about extending its fast-charging lead all over the world, and Europe could experience it soon.
insideevs.com/news/780361/...
insideevs.com/news/780361/...
BYD's 5-Minute Flash EV Charging Is Headed Here Next
The Chinese auto giant is serious about extending its fast-charging lead all over the world, and Europe could experience it soon.
insideevs.com
November 29, 2025 at 8:42 PM
The Chinese auto giant is serious about extending its fast-charging lead all over the world, and Europe could experience it soon.
insideevs.com/news/780361/...
insideevs.com/news/780361/...
Happy Thanksgiving everyone!
Spending the AM with a few thousand friends - GO @detroitlions.bsky.social
Spending the AM with a few thousand friends - GO @detroitlions.bsky.social
November 27, 2025 at 4:55 PM
Happy Thanksgiving everyone!
Spending the AM with a few thousand friends - GO @detroitlions.bsky.social
Spending the AM with a few thousand friends - GO @detroitlions.bsky.social
Here’s a (non-exhaustive list) of cos designing their own silicon to compete w/ Nvidia or already having it fab’d:
- Horizon Robotics
- Black Sesame
- Nio
- XPeng
- Li Auto
- Huawei
- Biren
- Semidrive
- Moore Threads
- Enflame
- Unisoc
- Alibaba
- Baidu
- HiSilicon
Qualcomm should watch out too.
- Horizon Robotics
- Black Sesame
- Nio
- XPeng
- Li Auto
- Huawei
- Biren
- Semidrive
- Moore Threads
- Enflame
- Unisoc
- Alibaba
- Baidu
- HiSilicon
Qualcomm should watch out too.
November 27, 2025 at 2:50 AM
Here’s a (non-exhaustive list) of cos designing their own silicon to compete w/ Nvidia or already having it fab’d:
- Horizon Robotics
- Black Sesame
- Nio
- XPeng
- Li Auto
- Huawei
- Biren
- Semidrive
- Moore Threads
- Enflame
- Unisoc
- Alibaba
- Baidu
- HiSilicon
Qualcomm should watch out too.
- Horizon Robotics
- Black Sesame
- Nio
- XPeng
- Li Auto
- Huawei
- Biren
- Semidrive
- Moore Threads
- Enflame
- Unisoc
- Alibaba
- Baidu
- HiSilicon
Qualcomm should watch out too.
This is telling.
November 27, 2025 at 1:58 AM
This is telling.
500! Sorry …I meant to say 60!
November 27, 2025 at 12:16 AM
500! Sorry …I meant to say 60!
November 19, 2025 at 7:52 PM
Getting close to time travel speeds.
1.21 jigawatts!
1.21 jigawatts!
Dongfeng is also working on an ultra-high-voltage EV platform capable of charging at a whopping 2 megawatts.
insideevs.com/news/779149/...
insideevs.com/news/779149/...
Chinese EV Maker Plans 620-Mile Solid-State Battery Cars In 2026
Dongfeng is also working on an ultra-high-voltage EV platform capable of charging at a whopping 2 megawatts.
insideevs.com
November 17, 2025 at 4:29 PM
Getting close to time travel speeds.
1.21 jigawatts!
1.21 jigawatts!
Points to OEMs building in NA (which is ALL of them) seeing this as a long-term solution.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
Exclusive: Tesla is now requiring its suppliers to exclude China-made components in the manufacturing of its cars in the U.S., a fresh example of the fallout from Washington-Beijing tensions.
Tesla Wants Its American Cars to Be Built Without Any Chinese Parts
This year’s U.S. tariffs on Chinese imports pushed the EV maker to accelerate its strategy of cutting China-made components out of its U.S. production.
on.wsj.com
November 16, 2025 at 7:18 PM
Points to OEMs building in NA (which is ALL of them) seeing this as a long-term solution.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
And even more pressure on 🇨🇳 supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.
Likely outcome -> shove more supply into the 🇪🇺.
Reposted by Sino Auto Insights
Join us tomorrow, Wednesday - 1pm ET.
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
November 11, 2025 at 3:42 PM
Join us tomorrow, Wednesday - 1pm ET.
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.
@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social
Scan the code to join us!
(NOT) Available in the 🇺🇸. Buick / GM Why (NOT?)
November 9, 2025 at 1:36 AM
(NOT) Available in the 🇺🇸. Buick / GM Why (NOT?)
Reposted by Sino Auto Insights
We love the open-top Longbow Speedster, but the Roadster will be the company's bread & butter. These specs are pretty promising and the price isn't completely nuts for this kind of proposition.
November 8, 2025 at 7:55 PM
We love the open-top Longbow Speedster, but the Roadster will be the company's bread & butter. These specs are pretty promising and the price isn't completely nuts for this kind of proposition.
Elon will have single-handedly pushed up the pay packages of ALL CEOs.
Even the bad ones.
Even the bad ones.
November 8, 2025 at 12:51 AM
Elon will have single-handedly pushed up the pay packages of ALL CEOs.
Even the bad ones.
Even the bad ones.
Awesome. And about time.
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Waymo driverless ride-hailing service is coming to Motown
Waymo started offering public rides in Phoenix in 2020 and has since expanded to other cities. Detroit will be the first northern market.
www.detroitnews.com
November 4, 2025 at 3:36 AM
Awesome. And about time.
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Waymo driverless ride-hailing service is coming to Motown
www.detroitnews.com/story/busine...
Game of Thrones - Sterling making his presence felt ...and his desire to be the next #1.
When will Jacobson leave?
www.autonews.com/general-moto...
When will Jacobson leave?
www.autonews.com/general-moto...
GM software VP Dave Richardson leaves as Sterling Anderson takes on more responsibility
The company said it is reorganizing its software and services engineering team to speed how it develops and deploys technology.
www.autonews.com
October 31, 2025 at 5:13 PM
Game of Thrones - Sterling making his presence felt ...and his desire to be the next #1.
When will Jacobson leave?
www.autonews.com/general-moto...
When will Jacobson leave?
www.autonews.com/general-moto...