Management consultancy that helps companies define the future of transportation & mobility. Check out our newsletter: https://xitter.cf/t.co/odPAKou9OQ
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Joined March 2018
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Sino Auto Insights retweeted
Automakers: "We hear you on affordability.”
Also automakers: Here's a $239,000 Escalade.
Seems like it would be a bad look.
Audi defends plans for a $4 billion Georgia plant amid VW restructuring, tariffs cnbc.com/2026/10/25/audi-geo…
Sino Auto Insights retweeted
The EV startup has big plans, including robotaxis, to make money. motortrend.com/news/lucid-co…
Sino Auto Insights retweeted
We are proud that Audi AG has selected Georgia as the home of their first U.S. manufacturing facility, delivering a truly historic $4 billion investment to Middle Georgia. We’re looking forward to the 4,500 jobs this will bring, and we are excited for hardworking Georgians in Peach County and this entire region to benefit from this project for decades to come!
gov.georgia.gov/press-releas…
Sino Auto Insights retweeted
25 years ago today, we introduced the iPod. 1,000 songs in your pocket.
A small team. An unforgiving deadline. We had months to bring the hardware, software, and music experience together. Proud of what we built and that it means so much to people still today. A device that has been woven in many ways into our lives. People have filled their iPods with road trips, breakups, workouts, special occasions with family and friends.
How cool that the iPod has become part of culture and our stories. 25 years, it’s hard to believe! Celebrating the team that made it happen today 👏
@StevenLevy was there from the start @WIRED wired.com/story/im-still-con…
Sino Auto Insights retweeted
US-based Lyft unit Freenow and Baidu's Apollo Go unveiled the Chinese company's RT6 autonomous vehicle in London and said they hope to launch a driverless robotaxi service in the city in 2027 reut.rs/4yAhO80
Sino Auto Insights retweeted
Bosch to separate auto-parts unit as Chinese rivals gain ground autonews.com/manufacturing/s…
Finally figured out what their ex-🇨🇳 tech stack strategy is. It seems @BoschGlobal has some @Huawei sized 👞👟👠to fill. @StephenWilmot
Can they do it? If so, this could be the playbook used when / if 🇨🇳 EV Inc enters the 🇺🇸.
Huawei-backed Aito to use 'Bosch Inside' tech for overseas models as Huawei steps back, report says cnevpost.com/2026/10/21/aito… via @CnEVPost
Sino Auto Insights retweeted
Chery is now the runner-up in China's megawatt charging race, with a 10%-97% charge taking 6 minutes and 50 seconds.
👇
carnewschina.com/2026/10/22/…
Allow me to re-introduce myself:
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles, batteries & silicon.
Our newsletter covers how 🇨🇳 EV / AV / Battery / Silicon Inc are transforming the global auto / transportation / transportation sectors.
Sign up, like subscribe here: sinoautoinsights.substack.co…
Niiiiiiice.
Thank you @kyleichan for the plug. Like you, we do our best.
Who should you follow on China tech?
One great place to start is the brilliant guests who’ve been on my High Capacity podcast—now at 20 episodes!
Here they are and the topics we covered:
1. Georg Stieler (@GeorgStieler) — China’s industrial robotics revolution
2. Tu Le (@SinoAutoInsight) — China’s EV industry and global competition
3. Grace Shao (@Gracemzshao) — China’s AI ecosystem and tech giants
4. Lei Xing (@leixing77) — Autonomous driving and robotaxis
5. Afra Wang (@Afrazhaowang) — China’s tech culture and entrepreneurs
6. Kevin Xu (@kevinsxu) — China’s rise in open source
7. Tom Wang (@Xianbao_QIAN) — Chinese AI models, open source, and agents
8. Rui Ma (@ruima) — China’s tech strengths and weaknesses
9. Zixuan Li (@ZixuanLi_) — Inside Zai and China’s GLM models
10. TP Huang (@tphuang) — AI chips, energy, and industrial supply chains
11. Paul Triolo (@pstAsiatech) — China’s semiconductor industry
12. Ruby Wang (@RcjWang) — China’s AI healthcare and biotech revolution
13. Matt Sheehan (@mattsheehan88) — China’s evolving approach to AI safety
14. Nathan Lambert (@natolambert) — Frontier AI, open source, and regulation
15. Abigail Coplin — China’s biotech rise and innovation ecosystem
16. Fengming Lu (@FengmingLuPE) — How China really built its EV industry
17. Zilan Qian (@ZilanQian) — China’s hidden AI economy
18. Alvin Wang Graylin (@AGraylin) — US-China AI competition and cooperation
19. Kendra Schaefer (@kendraschaefer) — China’s AI regulation and governance
20. Sunny Cheung (@SunnyCheungky) — China’s humanoid robots and supply chains
All episodes available on:
- YouTube: youtube.com/@highcapacitypod…
- Apple Podcasts: podcasts.apple.com/us/podcas…
- Spotify: open.spotify.com/show/6kafwx…
