Michael Dunne

Michael Dunne, an auto executive and author specializing in China's car industry, teams up with Rana Mitter, a Harvard professor of modern China. They dive into China’s dramatic rise to the forefront of the EV market, outpacing traditional powerhouses like the US and Germany. The conversation highlights key players like BYD and Tesla's influence on consumer perceptions. They also discuss the competitive pressures on American automakers and the implications of geopolitical tensions for the future of electric vehicles.

Michael Dunne, an expert on Asia's automakers and CEO of Dunne Insights, discusses China's dominance in the automotive industry, the rise of Chinese automakers, and the fear traditional automakers should have of BYD. He also highlights China's control over battery materials and technology for EVs and Tesla's use of blade batteries. The chapter touches on software-defined vehicles, rising car prices, and Chinese automakers' potential strategy in the lower-end market.