I think its scen is largely beneficial and positive, but i don't think it portends an expansion of that type of opportunity. Tesla comes in with a certain unique positioning that not many other international actors in the auto sector have. And chinese industries develop to a point that if they're going to be sweetheart deals done, they are going to be done for cattle and bi d. I think when you're in that type of environment, i suppose to just catching a new cycle and disappearing.
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.