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Michael Dunne Profile
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
Don't wanna be here? Send us removal request.
@dunne_insights
Michael Dunne
2 months
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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Michael Dunne
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Michael Dunne
19 hours
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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Michael Dunne
19 hours
Time to face new realities, like them or not.
@maxfawcett
Max Fawcett 🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦
1 day
Everyone in Alberta should read this story. The game has changed.
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Michael Dunne
21 hours
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?.
@kyleichan
Kyle Chan
23 hours
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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Michael Dunne
2 days
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Michael Dunne
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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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Michael Dunne
3 days
"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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Michael Dunne
3 days
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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Michael Dunne
3 days
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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Michael Dunne
4 days
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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Michael Dunne
4 days
Same as it ever was?.
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Michael Dunne
4 days
“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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Michael Dunne
6 days
“Equal rights for all, special privileges for none.”. - Thomas Jefferson.
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Michael Dunne
7 days
“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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Michael Dunne
9 days
Guesses?
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Michael Dunne
9 days
John Wall knows his stuff.
@QNX_News
QNX News
9 days
🎙️ 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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Michael Dunne
9 days
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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Michael Dunne
9 days
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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Michael Dunne
9 days
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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Michael Dunne
10 days
"The strongest is never strong enough to be the master forever.". - JJ Rousseau 1712-1778. Le plus fort n'est jamais assez fort pur être toujours le maitre.
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