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SAI (Sino Auto Insights) Weekly

Tu Le

Weekly 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.

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Substack
PricingFreemiumPublishesWeekly
Issues93Founded2 years agoLast Issue5 days ago
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Latest Issues

SAI Weekly 21 - 26: Ford Picks Geely—and Europe Still Underestimates China EV Inc, Tesla underperforms

Tesla earnings made a splash, we’ll talk about that a bit below.

Tesla earnings made a splash, we’ll talk about that a bit below. Ford and Geely – a thing. Not much to say up top so let’s get right to it.

5 days ago
2
Paid

SAI Weekly 20 - 26: Volkswagen’s Reckoning, BYD Overtaking Toyota by 2030 - The Math Says It’s Harder Than You Think & XPeng’s Global Playbook


Canadian wildfires causing havoc on the skies in Michigan. I am getting flashbacks from the Beijing days with pollution you can see, smell and feel. We’re being told that it should go away next week so let’s hope for the best. It’s a...

12 days ago
5
1

SAI Weekly 19 - 26: China EV Inc Keeps Chugging Along - Xiaomi’s New SUV, Buick’s Surprise & BYD’s Next Milestone


Back from San Diego and Las Vegas. Had a ton of fun and saw a few old friends along the way. One in La Jolla, the other in Rancho Santa Fe. Now back to the grind. Still lots of news with VW meeting with its board to go over what push...

19 days ago
5
1

SAI Weekly 18 - 26: Legacy Auto’s Reckoning: Layoffs, China EV Inc & the Race to Survive


Happy birthday America!

Spent most of last week back and forth from Ann Arbor to Detroit and then back to Troy dropping the boys off to basketball camp at U of M. Crazy story – as we were walking into Chrisler Arena, I get a notific...

a month ago
5

SAI Weekly 17 - 26: The Slow Collapse of Germany’s Auto Empire, GM Empower, Unpacking the Ferrari Luce


Spent a couple days in SF for GM’s Empower event last week and the Autosens / InCabin conference was in Detroit last week so I helped out with the In-vehicle Infotainment track.


This week the Reindustrialize Conference visits...

a month ago
9
1

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  • Tu Le

    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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