Mark Wakefield and Neal Ganguli from Alix Partners dive into the shifting dynamics of the automotive industry. They discuss GM's partnership with CATL on battery manufacturing and how it impacts U.S. production. The conversation shifts to Ford's innovative hub in Michigan, designed to foster mobility startups under Bill Ford's visionary plan. They also highlight the competitive pressure from China, emphasizing the necessity for traditional automakers to adapt and innovate rapidly to survive in this fast-evolving landscape.