China's EV Market Dominance and the Challenges Facing Tesla — #48

Manifold

TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.

0:00 Introduction

2:21 How TP Huang became interested in electric vehicles

6:30 The perception and reality of Chinese products, future of Chinese auto market

9:24 The impact of Tesla on the Chinese electric vehicle market

14:41 Buying a car in China

27:05 China dominates with electric vehicle batteries

30:44 The challenges facing Tesla in China

40:11 The evolution of smart cars, autonomous vehicles, and self driving

50:48 LIDAR technology and autonomous driving

59:08 BYD, China’s energy independence, and power grid

1:14:04 The downstream impact of China leading in tech and electric vehicles

Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.

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Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.