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SAI (Sino Auto Insights) Weekly

Tu Le
Tens of paid subscribers

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.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues101Founded2 years agoLast Issue7 days ago
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Latest Issues

SAI Weekly 29 - 26: China EV Inc Goes Local in Europe, but Legacy Auto Still Has Problems

Summer is most definitely over.

Summer is most definitely over. Activities and projects dialing back up in a big way along with the boys’ activities. Race to end 2026 for me and for China EV Inc as they scratch and claw to put a positive e...

7 days ago
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SAI Weekly 28 - 26: Ford Disagrees with DC | Let’s Make a Deal? | Remembering 9/11


This week is going to be newsletter lite since we celebrated Labor Day last weekend and we are technically one day behind. As we move into election season in November, we’re seeing more politics inject itself into commerce.

There ha...

13 days ago
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SAI Weekly 27 - 26: Volkswagen’s Existential Reckoning, Chinese EVs, Tariff Wars and the Robotaxi Era


I thought I’d give my take on the CA – US trade deal that fell through in the last minutes. Lots of he said she said and general finger pointing going on but that’s neither here nor there now. In most analyses, Michigan and Ohio are...

21 days ago
9
1

SAI Weekly 26 - 26: China’s Peak Oil Moment, Tesla’s 3M-Car Recall and Geely’s Next Era


The kids are back in school which means that I have a bit of my schedule back. That’s good and bad. It means I can focus on a few of the larger projects that have recently popped up which is good. The bad thing is that back-to-school...

a month ago
7
1

SAI Weekly 25 - 26: From Canada to Argentina, China’s EV Battle Goes Global, Geely EARNS and so does the Luce


Attended the Woodward Dream Cruise on Thursday night and Saturday afternoon. A bit of cloudiness and some sprinkling didn’t put a damper on the weekend’s events. Ford took the time unveil a special edition Mustang, the Darkhorse SC c...

a month ago
5

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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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