SAI (Sino Auto Insights) Weekly
Tu LeWeekly roundup of news coming out of the \ud83c\udde8\ud83c\uddf3 (China) electric vehicle, autonomous vehicle, battery, advanced driving asist systems (ADAS) and chip / silicon sectors and what it means for rest of the world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 87 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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sinoautoinsights.substack.comLatest Issues
SAI Weekly #15-26: Why Every Global Automaker Now Needs China Tech, Automakers Want Tech Company Cred. That’s Not the Win They Think It Is
The Trump Xi Summit turned out to be a big nothing burger for MI and the US automotive industry. The readouts I am getting about what each wanted out of the meeting was to confirm that lines of communication are open even if we aren’...
SAI Weekly 14 - 26: #AutoBeijing2026 Proves China EV Inc Is Pulling Away - China EV Inc Is Moving Faster Than the West Realizes
First some housekeeping. I will be attending the Financial Times – Future of the Car Summit in London next week for those that also plan on attending or are in London and would like to catch up. I may meet up with some friends on Tue...
SAI Weekly 13 - 26: Ride AI, Farley & Ford - Two Peas in a Pod, Auto Beijing 2026
Just got back from the RIDE AI conference in SF and was really impressed with the caliber of speaker and interactions with many of the attendees. That event will be added to my annuals to go to. Thanks to James, Noah, Sophia and the...
SAI Weekly 12 - 26: The “Inevitability” of China EV Inc entering North America, Road Tripping in 'Murrica at >$4 / gallon
In DC last week for a conference and some meetings so there was obviously no newsletter. I did exercise my right to select multiple forms of transport to get around the city. Planes, trains, automobiles, shared bicycles and scooters....
SAI Weekly 11 - 26: China EV Inc Eyes North America: Canada, Tariffs & the 250K Factory Chess Game
Lots of questions about Canada, especially now that Stella Li has effectively begun negotiating the terms of their entry into China in the media by stating that a JV wouldn’t work. If you were wondering, that was a direct message to...
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Authors
The writers behind this newsletter.
Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.
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