Mike Colias, deputy bureau chief at The Wall Street Journal and author of 'Inevitable,' navigates the electrifying world of electric vehicles. He discusses the unpredictable challenges facing both entrenched giants like GM and Ford and dynamic newcomers like Tesla. Colias highlights the shifting consumer landscape, the innovator's dilemma, and the competitive tensions amplified by global players. He emphasizes the importance of adapting to regulatory pressures and consumer demands, showcasing valuable lessons for all industries.

Mike Colias, deputy auto editor at the Wall Street Journal and author of "Inevitable," dives into the U.S. automotive industry's seismic shifts. He discusses how Trump's tariffs impact American manufacturers, alongside the stark EV adoption rates—China at 50% versus the U.S. at just 10%. Colias highlights China's supremacy in battery supply chains, putting U.S. automakers at a disadvantage. He also reflects on the future of autonomous vehicles, cautioning that their rise is far less certain than the electric vehicle revolution.