Driving with Dunne

In the summer of 2020, Simon Moores delivered a wake-up call to the US Senate: China is building one mega battery factory every week. The United States is building at a pace of just three per year. By the end of the first quarter of 2021, there were a total of 200 mega battery factories in the pipeline globally. Of this total, China accounted for 75%. Europe had 10%, and the US totalled just 5%. In this episode of the Winning in Asia podcast, Simon Moores delivers an expert view of the race for global supremacy in batteries for electric vehicles. Today, China, Korea and Japan utterly dominate battery production and the all-important supply chains that feed into battery making. Asian battery makers - CATL, BYD, LG Chem, SK Innovation, Samsung SDI and Panasonic - are the clear-cut industry leaders. Europe and the US are playing catch up. Is it too late? Or are we still in the early days of the battery revolution?#WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Henrik Fisker was born in a small town in Denmark in the 1960s. He loved taking rides on Danish country roads with his father in the family's Saab 96 sedan. One day a Maserati blew past them and Henrik instantly discovered his life's passion: Cool cars. He first went to work for BMW where he designed the Z8 and later was recruited by Aston Martin to develop the DB9 and Vantage. In 2007, Henrik founded Fisker Automotive where he designed and developed the Fisker Karma, an electrified supercar. That company met trouble when its battery supplier, A123 Systems, went bankrupt. Today, Henrik is back, building a new company called Fisker Inc. His first product will be the Fisker Ocean, an all-electric SUV that will start deliveries in Q4 2022. In our Winning in Asia conversation,. Fisker talks about the Ocean SUV, manufacturing partnerships with Magna and Foxconn and what America needs to do to win the global electric vehicle race.#WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Anil Paryani has been at the forefront of batteries and battery management systems since the early 1990s. He started at Honda and in 2007 pivoted to join a young startup called Tesla. There he worked on refining battery efficiency for the Model S. Today Anil is founder and CEO of Auto Motive Power (AMP ) a company with deep expertise in batteries and charging solutions.. Anil joins the Winning in Asia podcast to talk about what America must do to catch up with China and Europe in the race for global electric vehicle leadership. In this episode we talk about Anil's early days at Tesla, his inspiration for founding AMP and why having a world-class EV infrastructure is crucial to electric vehicle take-off in America. Anil also gives insights into the dramatic cultural differences between traditional automakers and startups in Silicon Valley.#WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Jack Cheng, co-founder at NIO and now CEO of MIH Alliance Foxconn, reveals how Foxconn will re-write the rules for EV manufacturing. In early 2021, Foxconn sent a tremor through automotive boardrooms across the world when it announced plans to enter the electric vehicle industry. Since then, MIH Alliance Foxconn has established new partnerships with several high profile companies including, Stellantis, Microsoft, Nvidia, Bosch, BYTON, Geely and Fisker. The vision is to create an open-source platform for EVs that will dramatically reduce costs and speed up time to market. The open-source approach also makes it possible for companies with no prior automotive experience to enter the arena. On June 1st, Foxconn announced a new partnership with PTT (Thailand) to build electric vehicles in Southeast Asia. Jack will also talk about his expansive guitar collection and how he came to love American Rock & Roll.#WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Michael Moe is intelligent, optimistic and inspiring. You learn something new from him in every conversation. In this episode we discover a lot about the man and the keys to his lifetime of successes, from his days playing football for Lou Holtz at Minnesota to his founding of Global Silicon Valley, a premier venture capital outfit. Michael Moe also shares the meaning and significance of "contemporary capitalism", how he makes investment decisions in Asia and the central messages in his new book, Mission Corporation. We also find out why he believes Asia is still in the early innings of opportunity for investors and entrepreneurs.#WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Being a foreign reporter in China used to be a wide-open and exciting adventure. No more. Today, foreign journalists are constantly monitored, their travel is limited and fewer Chinese people feel free to speak with them. CNBC Beijing Bureau Chief Eunice Yoon is one of only a handful of American reporters still operating in Beijing earlier this decade. Many others have had to leave China for reasons of personal security or because their visas were not renewed. Since arriving in China earlier this decade, Ms Yoon has traveled to scores of cities and interviewed hundreds of executives, government officials and ordinary people on the street. In this episode, we find out who was Ms Yoon's single favorite interviewee and why. Ms Yoon also talks about how escalating US-China tensions are impacting foreign media operating in China. We also learn from Eunice what happened when she walked this Shanghai Auto Show in April with two young guns - diehard Tesla owners.#WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

China aspires to develop world-class capability in the designing, engineering and producing semiconductors. But as Chairman Mao liked to say: "The road ahead is bright but full of twists and turns, setbacks and adversities." Kevin shares the story of what he calls the "Theranos of China's Chip Industry" - how three clever con artists with zero experience in chips crafted a deal that resulted in $2 billion gone sideways. Kevin also talks about how Tesla might contribute to China's chip drive by doing original engineering for autonomous technologies inside China, thereby sidestepping tough US technology export controls. How will that work out?

Xpeng Motors is one of China's most impressive EV startups. The company was founded in 2014 by billionaire He Xiaopeng. Mr. He sensed an opportunity to bring his expertise in technology and software to the automotive arena. In 2018, Mr He Xiaopeng persuaded Brian Gu to leave his prestigious position as Chairman of JP Morgan Asia Pacific and join Xpeng. Mr. Gu quickly got to work preparing Xpeng for an IPO in New York. Xpeng's market listing in August 2020 generated more than $5 billion in new funding. Mr Gu joins Winning in Asia to share his personal journey from his native Shanghai to school at Yale to work at JP Morgan and Xpeng. He also gives us an inside look at Xpeng today and the company's vision for the future, including ambitions to export Xpeng EVs to markets across the world.

Peter Horbury became one of the first high-profile Western designers to work for a Chinese company when Chairman Li Shufu appointed him to lead the Geely design team in 2011. At that time, Geely's design department consisted of "a small handful of people." Today, Geely designers number in the hundreds and operate in several time zones. Geely is not alone. Companies like Xpeng, NIO, BYD and Great Wall are also building up world-class design teams with operations in Europe and the United States. Inside China, several hundred western-trained car designers are working at Chinese private and state-owned enterprises. In this episode, Peter Horbury shares the story of how Geely came to embrace design as a key differentiator. Peter also describes how quickly Chinese firms have narrowed the gap with global companies on design and quality.

Chery Automobile is China's perennial leader in car exports, shipping to more than 70 markets worldwide. Now there are mounting rumors that Chery plans to crack the US market under the VANTAS brand name in 2021. After delivering some background on Chery, Michael Dunne gathers with Ray Bierzynski, Executive Vice President. Chery Automobile to talk about product, manufacturing quality, jumping dinosaurs and what it is like to be one of a handful of Americans living in Wuhu, a city of 4 million. #WinningInAsia / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/