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China EV Startup Valuations October 2025 Xpeng has best momentum. Geely brands going to consolidate? Li Auto $23.5 billion Xpeng $22 billion NIO $17 B Zeekr $7.5 B Polestar $2 B Lotus $150 M https://t.co/5R3gg3TAPy

“Everything You Should Know About Trumps Upcoming Meeting With Xi.” Excerpt from @TheFP Cars / Dunne Drowning in overcapacity and beaten down by brutal price wars in their home market, Chinese automakers would kill for an opportunity to enter the U.S., still the most

Canada's D-Day on Cars. "…the question for Canada is, do you give up on your auto industry… and become a predominantly import market? Or, do you move in a dramatically different direction and partner with the Chinese?" https://t.co/s4VkOYdQqB

One company, two results. Ford's EV business lost $3.6bn in the nine months to September compared with the $2.3bn in operating profits it has generated from petrol and hybrid vehicles. https://t.co/6WPp1oeQml via @ft

Beware of fake air bag parts. Not exactly fake. But not completely legit either. The price of China Inc's limited transparency. "Federal regulators have opened a formal investigation into a Chinese manufacturer whose air-bag parts have exploded during crashes and are now tied

58. 30. 60. China now has 58 satellite makers and 30 rocket companies and more than 60 humanoid robot manufacturers. "Chinese companies that survive gruelling involution emerge hardened. They learn to scale rapidly, slash costs relentlessly and survive on razor-thin margins.

Are Chinese cars that good or is it a case of them being better than what one expected.

“Last year, BYD sold 2,223 EVs in Japan, surpassing Toyota‘s 2,038 units” Now getting ready to release a Kei car priced at $17k. BYD Set to Launch Kei Car in Japan, First Overseas-Exclusive Model – EV

Think of Chinese regulators as accelerators of industry / tech versus American regulators as gatekeepers “protecting” safety and standards. Chinese regulators get a bonus red envelope for milestones met. American regulators get a “good job” and promoted for potential problems

Bright Drop got dropped by GM. Another setback for Canada’s automotive industry. Heading south of border or closing shop: Stellantis Ford GM Will Canada go the way of Australia and become an all imports market? https://t.co/DLSgsfKv9c

Swear I did not bribe this reader: “This is the style of writing that glues me to my seat. Plenty of interesting historical facts to learn from without so much that my head spins and lose interests, nuance to the words chosen and incredibly consistent with every piece. Thanks

This podcast was a banger from two ultra competent figures in the EV/AV space. Thank you @dunne_insights and @farzyness Ya’ll are bad ass. https://t.co/BVsS7MMsgs

Chinese Leapmotor product to wear an Opel lightning bolt badge in German market? That's the word on the Straße.

BYD enjoys a better reputation/higher standing in markets outside China than it does inside China.

This week, I asked a senior exec at a major Chinese automaker which competitor they feared and respected most. Answer: Geely Geely portfolio of brands sold almost 3 million vehicles in the first three quarters of 2025, up 29% YoY. That's getting ready to pass Ford

You can have two. Not all three. High Quality Low Price Super Fast China Speed may come back to haunt. BYD makes largest recall ever. https://t.co/FHU4jUCLck