Sino Auto Insights
@sinoautoinsights.bsky.social
🌎 advisory & management consultancy. We help companies define the future of transportation & mobility.
Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA
Sign up for our newsletter: http://www.sinoautoinsights.substack.com
Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA
Sign up for our newsletter: http://www.sinoautoinsights.substack.com
Pinned
Tu Le | Substack
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.
substack.com
Allow me to re-introduce myself:
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles & batteries.
Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷
substack.com/@tu123?invite
Detroit | Silicon Valley | Beijing
We comment on all things electric vehicles, autonomous vehicles & batteries.
Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷
substack.com/@tu123?invite
In Munich in late September so what do you do but celebrate #Oktoberfest with everybody!
What a great tradition!
What a great tradition!
September 26, 2026 at 9:57 PM
In Munich in late September so what do you do but celebrate #Oktoberfest with everybody!
What a great tradition!
What a great tradition!
Trying to find a place for excess #ShanghaiGiga capacity.
This must mean 🇨🇳 demand is getting softer by the month. #Charminsoft
www.bloomberg.com/news/article...
This must mean 🇨🇳 demand is getting softer by the month. #Charminsoft
www.bloomberg.com/news/article...
Tokyo Offers the World’s Cheapest Tesla Model Y at Less Than $23,000
Tesla Inc.’s most popular electric car is cheaper in Tokyo than anywhere else in the world.
www.bloomberg.com
September 19, 2026 at 3:06 AM
Trying to find a place for excess #ShanghaiGiga capacity.
This must mean 🇨🇳 demand is getting softer by the month. #Charminsoft
www.bloomberg.com/news/article...
This must mean 🇨🇳 demand is getting softer by the month. #Charminsoft
www.bloomberg.com/news/article...
Reposted by Sino Auto Insights
VW is cutting costs. 🇨🇳’s carmakers aren’t cutting it any slack.
@wsj.com’s Stephen Wilmot & Daniel Kirchert join At the Wheel: can VW cut its way to a comeback?
Follow us, repost to join the debate.
@sinoautoinsights.bsky.social @chinaevsandmore.bsky.social
www.atthewheel.co/p/can-volksw...
@wsj.com’s Stephen Wilmot & Daniel Kirchert join At the Wheel: can VW cut its way to a comeback?
Follow us, repost to join the debate.
@sinoautoinsights.bsky.social @chinaevsandmore.bsky.social
www.atthewheel.co/p/can-volksw...
Can Volkswagen Save Itself? | Wall Street Journal & Former BMW Executive Explain Why This Time Is Different | At The Wheel #27
Volkswagen has approved one of the largest restructurings in automotive history.
www.atthewheel.co
September 9, 2026 at 10:39 PM
VW is cutting costs. 🇨🇳’s carmakers aren’t cutting it any slack.
@wsj.com’s Stephen Wilmot & Daniel Kirchert join At the Wheel: can VW cut its way to a comeback?
Follow us, repost to join the debate.
@sinoautoinsights.bsky.social @chinaevsandmore.bsky.social
www.atthewheel.co/p/can-volksw...
@wsj.com’s Stephen Wilmot & Daniel Kirchert join At the Wheel: can VW cut its way to a comeback?
Follow us, repost to join the debate.
@sinoautoinsights.bsky.social @chinaevsandmore.bsky.social
www.atthewheel.co/p/can-volksw...
Delivering them in winter months in the midwest may not be the best idea...
Slate deliveries could reportedly start as soon as December. Are you buying?
Slate Deliveries Could Start As Soon As December: Report
In a recent email sent to some preorder customers, Slate reportedly allowed them to move their delivery date up to as soon as December 2026.
insideevs.com
September 3, 2026 at 10:36 PM
Delivering them in winter months in the midwest may not be the best idea...
Reposted by Sino Auto Insights
Volkswagen targets 9% operating margin by 2030 reut.rs/46GEO9Y
Volkswagen targets 9% operating margin by 2030
Volkswagen targets an operating margin of 9% by 2030, up from 3.8% in the first six months of 2026, it said on Thursday, part of a sweeping turnaround plan that was approved by the group's supervisory board late on Thursday.
reut.rs
September 3, 2026 at 10:35 PM
Volkswagen targets 9% operating margin by 2030 reut.rs/46GEO9Y
Reposted by Sino Auto Insights
Join us Tuesday as we dissect the deeper cuts just approved by the VW board in it's fight for survival.
@sinoautoinsights.bsky.social
@sinoautoinsights.bsky.social
September 3, 2026 at 9:58 PM
Join us Tuesday as we dissect the deeper cuts just approved by the VW board in it's fight for survival.
@sinoautoinsights.bsky.social
@sinoautoinsights.bsky.social
Reposted by Sino Auto Insights
Reposted by Sino Auto Insights
September 2, 2026 at 1:08 PM
From this week's newsletter, link in the next message to the entire newsletter. Make sure to subscribe so it's emailed to you everything Thursday.
August 28, 2026 at 5:31 PM
From this week's newsletter, link in the next message to the entire newsletter. Make sure to subscribe so it's emailed to you everything Thursday.
This seems obstructive.
August 25, 2026 at 5:00 PM
This seems obstructive.
Reminds me of some 🇨🇳 EV Inc analysts.
And let’s be clear here. With how fast 🇨🇳 changes, if you’ve not been there the since before COVID - what can you really tell us?
These joke(rs) write themselves.
And let’s be clear here. With how fast 🇨🇳 changes, if you’ve not been there the since before COVID - what can you really tell us?
These joke(rs) write themselves.
August 15, 2026 at 11:43 PM
Reminds me of some 🇨🇳 EV Inc analysts.
And let’s be clear here. With how fast 🇨🇳 changes, if you’ve not been there the since before COVID - what can you really tell us?
These joke(rs) write themselves.
And let’s be clear here. With how fast 🇨🇳 changes, if you’ve not been there the since before COVID - what can you really tell us?
These joke(rs) write themselves.
Tu has some thoughts. Tu shared some of them in this week's @sinoautoinsights.bsky.social Weekly that just posted. Complete newsletter link below.
We can't believe the debates Tu had with 🇩🇪 auto execs waaaaay back in 2016 are still relevant today.
Read. Debate. Like. Subscribe.
We can't believe the debates Tu had with 🇩🇪 auto execs waaaaay back in 2016 are still relevant today.
Read. Debate. Like. Subscribe.
July 24, 2026 at 3:16 PM
Tu has some thoughts. Tu shared some of them in this week's @sinoautoinsights.bsky.social Weekly that just posted. Complete newsletter link below.
We can't believe the debates Tu had with 🇩🇪 auto execs waaaaay back in 2016 are still relevant today.
Read. Debate. Like. Subscribe.
We can't believe the debates Tu had with 🇩🇪 auto execs waaaaay back in 2016 are still relevant today.
Read. Debate. Like. Subscribe.
NO ONE in 🇨🇳 in 2021, when Xiaomi announced they’d build an EV, would’ve predicted this would EVER happen.
In a million years.
We know. We were there.
In 北京 when they made the announcement.
Absolute collapse by 🇩🇪 Legacy Inc in the largest, most important passenger vehicle market in the world.
In a million years.
We know. We were there.
In 北京 when they made the announcement.
Absolute collapse by 🇩🇪 Legacy Inc in the largest, most important passenger vehicle market in the world.
in other words,
we're done here
#alwaysbecharging
Xiaomi Now Bigger Than Mercedes-Benz in China
(two years after Xiaomi started selling cars)
we're done here
#alwaysbecharging
Xiaomi Now Bigger Than Mercedes-Benz in China
(two years after Xiaomi started selling cars)
July 14, 2026 at 2:39 AM
NO ONE in 🇨🇳 in 2021, when Xiaomi announced they’d build an EV, would’ve predicted this would EVER happen.
In a million years.
We know. We were there.
In 北京 when they made the announcement.
Absolute collapse by 🇩🇪 Legacy Inc in the largest, most important passenger vehicle market in the world.
In a million years.
We know. We were there.
In 北京 when they made the announcement.
Absolute collapse by 🇩🇪 Legacy Inc in the largest, most important passenger vehicle market in the world.
Reposted by Sino Auto Insights
Join Joe White High Speed Rodeo by Joe White and I tomorrow, 10am ET LIVE as we discuss:
- The mess at Volkswagen
- The mess with the USMCA
- The mess with Polestar vs. Volvo
…and more.
@sinoautoinsights.bsky.social
- The mess at Volkswagen
- The mess with the USMCA
- The mess with Polestar vs. Volvo
…and more.
@sinoautoinsights.bsky.social
July 8, 2026 at 10:42 PM
Join Joe White High Speed Rodeo by Joe White and I tomorrow, 10am ET LIVE as we discuss:
- The mess at Volkswagen
- The mess with the USMCA
- The mess with Polestar vs. Volvo
…and more.
@sinoautoinsights.bsky.social
- The mess at Volkswagen
- The mess with the USMCA
- The mess with Polestar vs. Volvo
…and more.
@sinoautoinsights.bsky.social
June 9, 2026 at 11:01 PM
Reposted by Sino Auto Insights
i like the styling but i cant but feel like the Beijing BJ40 reev beat them to the punch here
May 23, 2026 at 1:31 AM
i like the styling but i cant but feel like the Beijing BJ40 reev beat them to the punch here
This train has left the station already …at least in most other parts of the world.
A proposed national #EV registration fee starts at $130/year. That compares to $80-$90 in federal gas taxes paid by an ICE vehicle driver.
The proposed national fee is on top of existing state fees. Michigan's $267 charge is the highest in the U.S.
Hey, let's punish those damn EV owners MORE!
The proposed national fee is on top of existing state fees. Michigan's $267 charge is the highest in the U.S.
Hey, let's punish those damn EV owners MORE!
U.S. House proposes sweeping EV fee, adding to existing state charges
The proposed $130 annual EV fee would be separate from Michigan's existing $267 charge, which is the highest in the country.
eu.detroitnews.com
May 19, 2026 at 6:12 PM
This train has left the station already …at least in most other parts of the world.
May 10, 2026 at 10:18 AM
Reposted by Sino Auto Insights
"So far, Apple’s approach to advanced AI—specifically generative AI, since Apple has wielded machine learning in all kinds of clever ways for years now—has been mystifying."
Tim Cook's Legacy Is Turning Apple Into a Subscription
The soon-to-exit Apple CEO went all in on services. Now, the incoming CEO, John Ternus, will need to embrace the AI era.
www.wired.com
April 21, 2026 at 5:51 PM
"So far, Apple’s approach to advanced AI—specifically generative AI, since Apple has wielded machine learning in all kinds of clever ways for years now—has been mystifying."
#Volkswagen seems to be twisting themselves into a 🥨, for a country that doesn’t seem to love them anymore.
April 21, 2026 at 5:29 PM
#Volkswagen seems to be twisting themselves into a 🥨, for a country that doesn’t seem to love them anymore.