SAI (Sino Auto Insights) Weekly

SAI (Sino Auto Insights) Weekly

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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

SAI Weekly 18 - 25: Mackinac Policy Conference, BYD Applies Pressure But Feels It Too, Xiaomi Explained
Travel and conferences are ripping up my schedule.
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Tu Le
SAI Weekly 17 - 25: CATL Doubles Down, BYD Overtakes Tesla in a New Place, YU7 Unveiled
Biggest news this week – the CATL secondary listing on the HKEX.
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Tu Le
SAI Weekly 16 - 25: GM Making Moves, Unpacking Slate Auto, Don't forget about 🇨🇳 AV Inc
GM coming strong with some announcements this week.
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Tu Le
SAI Weekly 15 - 25: An INSIDER's View of AutoShanghai2025
April 30th marked the 50th anniversary of the Fall of Saigon.
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Tu Le

April 2025

SAI Weekly 14 - 25: Difference Between Us and Everyone Else, Short San Diego Trip, Packing for Shanghai
Just getting back from San Diego – a place I only visited 6-7 times when I lived in the Bay.
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Tu Le
SAI Weekly 13 - 25: NO Tariffs for YOU!, Slate Auto Uphill Climb, MI Could be in Trouble
This post is mostly about the tariffs – or the pump fake on tariffs from the Trump administration.
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Tu Le
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SAI Weekly 12 - 25: A Tariff for EVERYONE! Not one but 3 1+MW Chargers, eVTOL Trips Are FOR REAL ...in China
Tariffs announced.
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Tu Le
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