SAI (Sino Auto Insights) Weekly

SAI (Sino Auto Insights) Weekly

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July 2025

SAI Weekly 26 - 25: Uber + EVERYBODY, Scout Wants to Sell Direct, Xiaomi YU7 Over-Efficient
Next week is a travel week for me so unless I am feeling frisky, will target the week of August 3rd for edition #27.
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Tu Le
SAI Weekly 25 - 25: BYD vs. Tesla, US Car Ownership Needs Disruption, D2 Go Electric in the Middle Kingdom in a BIG WAY
Another week, another great example of Legacy Auto not understanding the market they are launching a new vehicle in.
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Tu Le
At The Wheel w/ special guest Nick Carey from Reuters
A recording from Tu Le's live video
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Tu Le
, 
Joe White - High Speed Rodeo
, and 
Nick Carey
45:54
SAI Weekly 24 - 25: China EV Inc LOVES the OBBB, Elon Not Happy With A STAN, Zeekr X9 Launches
Cui Dongshu, Secretary General of the China Passenger Car Association, in his best Colonel John ‘Hannibal’ Smith voice – I love it when a plan comes…
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Tu Le
SAI Weekly 23 - 25: Junes China Sales, Farley FIRED UP in Aspen, YU7 SOLD OUT for a While
Saw an Ioniq 9 in the wild, kinda sorta (if you count a dealership lot), for the first time yesterday as I was getting my Ioniq 5 serviced.
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Tu Le

June 2025

SAI Weekly 22 - 25: Tesla Robotaxi Debuts, BYD Pauses, YU7 Launches and Folks are REALLY Impressed
The Tesla STANs were ALL dialed up to volume 12 with the launch of the Austin robotaxi pilot trying to keep the share price pumped up.
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Tu Le
SAI Weekly 21 - 25: Payment Woes, Luca Leaves, Introducing 'At The Wheel' Acute Overcapacity
A few notable pieces of news that I opine on below.
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Tu Le
SAI Weekly 20 - 25: GM: One Step Forward $4B Backwards, Livestream with Bill Bishop, Nvidia Worried About Its Future in China
Was in East Lansing this week for my son’s Michigan State basketball camp.
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Tu Le
Special LIVESTREAM - ALL ABOUT 🇨🇳 EV INC, today in 1hr at Noon ET
Join Bill Bishop and I as we unpack the latest news coming out of the 🌎 transportation sectors and how trade restrictions and tariffs have played havoc…
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Tu Le
SAI Weekly 19 - 25: Rare Earths Are Rarerer for Some, Elon & Trump ≠ BFF, Bill Bishop and I Talk EVs Next Week
Had a busy week – spoke at two local events and attended a Tech Day for one of the D3 OEMs.
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Tu Le

May 2025

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