Gordon Orr

Gordon Orr, a senior advisor at McKinsey & Company and board member at Lenovo and Meituan-Dianping, dives into the complex economic landscape of U.S.-China relations. He discusses the collateral damage from the trade war and its impact on consumer behavior, especially within the electric vehicle sector. Orr highlights Tesla’s potential ties to Huawei amid shifting market dynamics and the rise of young Chinese consumers prioritizing experiences over home ownership. The conversation also touches on technology tensions and evolving industrial policies.