The domestic market alone will make china's EV industry viable. Their export market is not dependent on "dumping" it has economy of scale behind it.<p>There are at least 3 Chinese EV on the market in Australia and they are priced below tesla but above ICE. They're selling well.<p>"Build your dreams" indeed.
Not a fan of Tesla or Elon but he is smart and realized Tesla is going to be in big trouble just like the rest of the industry if he can't set them apart technically. Probably explains his pivot into FSD and AI in a panic mode. Anyone can build charging stations and he can't afford to waste time on new models. He needs to push the software far beyond what anyone else has to set his vehicles apart from the rest of the Industry.<p>If you just make electric cars, the Chinese are going to kill you.
Between the Tiktok digression and the talk of more flavorful kfc sandwiches, I think this guy made up his mind before he got on his Geely-sponsored flight.
Incumbent auto companies were only threatened by EVs, and USA drivers are sort of bimodal, some like EVs and lots want the big SUVs, so US automakers were not quick to get going. Investing in replacements for oil seems problematic in some very politically important areas. It would have been completely impossible for either of the last two presidential administrations to get any sort of national policy working to really accelerate EV adoption.<p>The author is pragmatic in saying that the Chinese govt may be favoring this industry to take over the world, and doing unfair this and that, but the results will be facts regardless of how they came to be. Chinese vehicles will still need to meet US safety standards, their brands will need acceptance by large enough numbers, and they will co-exist with gas in everyplace ill-served by electric infrastructure in this large country, but they are coming.<p>Sadly, the American auto companies will have densizitized everyone to all their data being collected and shared by unfriendly parties, so the Chinese won't be that different.
Branding is extremely important in the west. In China, maybe not so much. Western buyers who are not cost-conscious won’t buy a car its name they can’t pronounce.<p>Quality-wise, when it comes to budget cars, I completely agree and it is very obvious the first time you ride in a Polestar after driving a Tesla.
The article say absolutely nothing about build quality, performance, serviceability, support or really anything about ANY of those "dozen" cars.<p>It mentions one car and only one feature and that is the 4K display. That's the only concrete thing the author actually talks about. The display.<p>And he also mentions how he was a guest of Geely. So he was not there as independent journalist.<p>Everything else is fluff.