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 J. Dunne, CEO of Dunne Insights LLC, dives deep into the evolving auto industry. He highlights China's dominance with BYD leading the charge, while legacy brands like Volkswagen struggle. Dunne points out the challenges faced by U.S. giants like Ford and GM, often seen as 'zombies.' He also evaluates the rising competition from Rivian and the innovative paths Tesla is taking, particularly with AI. As we navigate this electric future, Dunne provides valuable insights into who's thriving and who's at risk.

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.