Michael Dunne
@dunne_insights
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Asia • EVs • batteries • autonomous vehicles. The two most important days of your life are the day you are born and the day you find out why. - Mark Twain
California • Asia
Joined June 2012
Dunne Insights advises investors and company execs on where, when and how to place their bets in the global EV and autonomous vehicle markets. Check out: .The Dunne Insights Newsletter. The Driving With Dunne Podcast. Or visit us at our HQ in San Diego.
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“What matters in life is not what happens to you but what you remember and how you remember it”. - Gabriel Garcia Marquez.
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A light touch reminder that the publication, not the author, writes the headline. Best electric car, of course, depends of your budget. I drive a Tesla. BYD is not perfect but the products are good value for money. And they keep getting better. Just ask foreign automakers.
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Time to face new realities, like them or not.
Everyone in Alberta should read this story. The game has changed.
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Priced >$70,000 and selling in big numbers, appears Aito is legit. Prompts two spontaneous questions:. 1. How do Chinese consumers think about luxury brands? . 2. How will Aito score on long-term reliability?.
There’s a major shift underway in how Chinese consumers view Chinese brands. Foreign luxury cars and other foreign brands used to be the biggest status symbols. Now we have a Chinese EV brand topping the charts for luxury car sales in China across both EVs and traditional cars.
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The New York Times published my opinion piece today: . "This is BYD, the Chinese Car That's Taking Over the World" . It's a call to action, an urgent one. Like it or not, China is the new center of the global automotive industry. Its scale, speed, supply chains software and.
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"My most important piece of advice to all you would-be writers: when you write, try to leave out all the parts readers skip.". - Elmore Leonard.
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Joining @CNBC Closing Bell with hosts @jonfortt and @morganbrennan today at 4:30pm ET to talk about Tesla, Elon Musk and the future. EV Tax Credits.America Party.China Competition.Robotaxis / Austin . Just a few minor items, see?.
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Among all foreign automakers in China, Tesla stands the best chance of surviving. But winning ain’t easy when you’re playing a forever away game. Strong piece here by @Kubota_Yoko.@raffaelehuang and .@Lingling_Wei
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I would like to officially open a betting window on this forecast by Alix Partners: . “Only 15 of 129 EV brands in China likely to survive by 2030.” . “'These 15 brands are projected to account for approximately 75% of China's EV and plug-in hybrid market by the end of the.
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“There is more selfishness and less principle among members of Congress. than I had any conception of, before I became President of the U.S.". - James Knox Polk.
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“Equal rights for all, special privileges for none.”. - Thomas Jefferson.
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“It is by the goodness of God that in our country we have those three unspeakably precious things: freedom of speech, freedom of conscience, and the prudence never to practice either of them.”. - Mark Twain.
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John Wall knows his stuff.
🎙️ Big thanks to #DrivingWithDunne and @dunne_insights for having our Chief Operations Officer, John Wall! 💡 He dives into the safety & security of robocars—and how QNX plays a key role. 🎧 Don’t miss it.
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Joining Christine Tan at CNBC Asia this evening 7:30pm PT, 10:30am Singapore to talk about Chinese automakers global offensive. BYD.Geely.MG.Xpeng.Xiaomi.
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Geely on fire in 2025, too. Sales 2025.Jan-June: 1.4 million (+47%).Full year forecast: 3 million . Galaxy, Zeekr and Lynk&Co lead the way.
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BYD Numbers Defy Gravity – Again. 2025 Sales .Jan-June: 2.1M (+31%) .June Exports: 91,000 (+233%).Commercial Vehicles: 32,000 (+460%). BYD's Sales Looking Back, Looking Forward. 2020: 460,000 (also-ran) .2023: 3.1 million (> Nissan) .2024: 4.3 million (> Ford) .2025: 5.5 million.
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