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SAI (Sino Auto Insights) Weekly

Tu Le
Tens of paid subscribers

Weekly roundup of news coming out of the 🇨🇳 (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
Issues104Founded2 years agoLast Issue2 days ago
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Latest Issues

SAI Weekly 32 - 26: China Takes Center Stage at the Paris Motor Show as German Automakers Sit Out

McKinsey Paris Office Rooftop Snap

Just back from the Paris Motor Show and let me summarize initial reax before I dive deeper.

2 days ago
1
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SAI Weekly 31 - 26: Porsche Plays Defense as Geely Enters Canada and China EV Inc Descend on Paris


I visited Out of Office Garage in Birmingham, MI this week – what a cool spot to garage your car and hang out. Great to see you Shaheen and nice meeting you Noah!


THIS WEEK. With the almost 1-2 knockout punch of US tariffs +...

8 days ago
4

SAI Weekly 30 - 26: Detroit’s Record-Low Market Share, Chinese EVs in Canada and the End of Gas-Car Dominance


Been a busy two weeks so this newsletter may be broken down into two parts (with Part 2 early next week) as I process everything that’s happened recently, and it’s been a lot! Was in Germany last week for Das Tegernsee, one of the mo...

15 days ago
2

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


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 ending to a pretty challeng...

a month ago
3

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...

a month ago
4

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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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