Foreign auto makers have access to the world's largest car market. China provides tremendous opportunity to control cost and economies of scale, says neitthan. M oms are able to invest it the sort of upstream and to launch new brands or new models in china because they're not investing their capital vertically,. he adds.
Everyone has a strategy for the electric, autonomous mobility era, and the gang regularly discusses private sector strategies, but what about nation state competition for the future of transportation? Alex, Kirsten and Ed are joined by Nathan Picarsic of Horizon Advisory to dissect the evolution of China's industrial strategy, from traditional automotive to EVs to AVs and beyond. From Tesla's unique factory deal and recent publicity issues to China's domination of the EV supply chain, geopolitical competition meets mobility technology in this wide-ranging discussion.