EXCLUSIVE: Former GM Exec Warns Tesla and China’s EV Domination Is Unstoppable

[@BrighterwithHerbert]

Buying a Tesla? Use my referral link and get up to $2,000 off. My daughter: ts.la/amanda443323

[@davidz7858]

I will give referral money to my friend who owns Tesla too

[@gregscoggins9146]

The BEST discussion of the effect of Chinese EV manufacturers on the global marketplace I have heard yet. Excellent, Herbert. Thanks to Michael Dunne for his insights!

[@janh-r8h]

❤

[@TomUlcak]

This is probably the best video you have ever made. Which is quite an accomplishment. Consistent great content. Love it!

[@douglasgray3206]

Great show! Nice to hear from someone who actually knows what they are talking about!

[@ewc58]

Excellent guest & conversation 👊👍🆙

[@Hosebemad]

TSLA CHANNEL OF THE YEAR! Herbert you’re the best, thank you so much for all this content!

[@philfox8377]

Superb discussion

[@garyrooksby]

Michael Dunne is a fantastically knowledgeable guest. Great episode, Herbert!

[@GOVAUS1]

This is truly excellent episode. Many have no clue what's next. This has been brewing for years.

[@taforth]

One of your most informative/best interviews yet 👏!

[@jondoyle7093]

There are many reasons for Tesla’s successes. The biggest reason is rarely mentioned, the products are designed and produced to satisfy the buyers needs. Notably for safety, fun to drive, hardware and software technologies and affordability/reliability.

[@shepherdsknoll]

You left out that Teslas are proprietary, fully integrated vehicles, their biggest advantage. This means Tesla manufacturers their own components and write their own software. This is extremely important because it allows all the components of the car to talk to each other seamlessly. If you are GM or Ford, you buy your components from Bosch, AC Delco and others who write their own software and cannot be talked to by one single GPU. I think I saw somewhere that Ford has something like 5 different operating systems in the Mustang EV. This becomes more and more important as Tesla moves to more and more sophisticated systems like Ethernet to control the functions of the car. When people buy any random EV because because it has a battery and a electric motor and they like the way it looks, they are making a big mistake- they are buying the equivalent of a flip phone, when you buy a Tesla, you are buying the equivalent of a smart phone.

[@musiclaw1486]

Exceptional Video!! Also, looking forward to Michael's forthcoming yet to be titled book!!! Be sure to have him back once, he and his publisher have chosen a title and are accepting pre-orders.

[@taforth]

Great background from your guest regarding the history of BEVs in the Chinese market 👍

[@naamon4788]

Thanks

[@hdomke1]

Thanks!

[@ericgregori]

People do not want EVs, they want a Tesla.

[@MokeAnit]

They have no problem buying Chinese EVs.

[@MB-fu8pu]

​@MokeAnit true FSD should change that

[@vikingbase]

But those cars aren't profitable

[@MokeAnit]

@@MB-fu8pu definitely in the short to medium term. But there is a risk that autonomy becomes commoditized in the long term.

[@MokeAnit]

@@vikingbase That would matter in a free market. But it isn't important when those losses are being subsidized by the world's 2nd biggest economy. Consumers could care less if the manufacturer made a profit or not, they'll still buy it if the price is right.

[@love8and8peace]

Great guest!

[@naamon4788]

Herbert Thank you for being an excellent moderator with Michael. You allowed him the freedom to share his wealth of knowledge. So way to listen to. I will probably listen again. It is so satisfying to have an authoritative voice on this transportation revolution that is happening right before our eyes.

[@KCC-ft1pk]

This is one of your best videos. Michael is fun and brings lots of EV info and inside stories.

[@Eylemismail-j1f]

Your insights on XAI303e were exactly what I needed! Ready to make my move and buy!

[@hygogc1685]

then becomes another nio or xpeng? or same idea of buying hsi or baba🤣

[@rgeniec]

Sandy Munro warned of this a few years ago. 🤷🏻‍♂️

[@DaBooster]

Most people still not listening

[@birdietwine]

i’ve seen them all, and this one was your best. nicely done.

[@HANSDean]

Bought XAI303e after watching your video, super excited!

[@hsiaohu2959]

Thank you, Michael for telling us the history of China EV adoption, including Tesla's role in jumpstarting it. I wonder if Tesla will also contribute to China's upcoming Robo taxi and humanoid robots rollout.

[@michaelnurse9089]

China is going to need Nvidia chips for that - which they can't buy.

[@davidbuchan3753]

Brilliant interview

[@cywizx]

Great insights that only Minchael Dunne can give us. Thanks Herbert for the awesome interiew...pls keep them comin. Yor channel is the best in this space...!

[@raisoreo]

Hey Herbert, great, great conversation with Mr. Dunne. Evidently, Mr. Dunne has quite a bit of knowledge concerning China and business, wow! Cheers!

[@SezinBurcu]

You called it a month ago and now XAI303e is blowing up glad I listened

[@jetplane8359]

WOW!!! Another BANGER episode!!

[@stephenkelly4937]

Excellent interview. Well done both of you.

[@stephenhawkx]

Outstanding discussion... More of this please!

[@slellison3]

Awesome interview!

[@darinblanchard4593]

We are truly living in an extraordinary age where information this important is freely available to all. I admit, I often get lost in the vacuum chamber that is Tesla fandom, so it is really refreshing to hear a more macro view of things. Great episode, Herbert!

[@LJ-jq8og]

Frightening and Fascinating ❗ at the same time...

[@anthonylieu9068]

It's even more frightening that the liberals view companies like Tesla and SpaceX, which are our best answers to the China machine right now, as their enemies. Not a Trump's fan, but thank goodness he won the election.

[@BH195829]

Herbert - YOU HAVE THE BEST GUESTS. Thank you! 🙏 ❤😊

[@jimhenderson8314]

Great show Herbert! Thanks Jim

[@harryhahne]

Excellent interview! Your best show in recent memory. It is great to hear information that we don't get on other atesla and EV channels.

[@Fearinator]

LOVED this one!

[@LOGANHathaway-q7k]

I love how you broke down the XAI303e project in your video! Can’t wait to see it skyrocket!

[@jonjonsson2369]

Profound insights ! Thanks !!

[@mrjvc]

Fascinating, learned so much, thanks

[@GoBlesstheSky]

From the EV1 to today, legacy auto has decided that capturing our legislators was easy and investing and doing the work to developing electric autos was too hard. Tariffs, regulations, and a tsunami of lies are nothing more than making a place to hide before they surrender and get the government to save them.

[@kylerobinson7572]

Great discussion! Thank you

[@hrdowns9464]

Fascinating insights 谢谢!

[@stuartabel5710]

Excellent video thank you

[@richiehart7858]

Very informative video. Thank you.

[@madisonemmaweston]

Love your show

[@astranc]

FSD is a hardware/software solution that ties you to Tesla suppliers and Tesla’s release schedule. That is a foundational corporate change, it’s not just like adding one widget to your car. Just because FSD is easy to say doesn’t mean it’s easy to do.

[@gordongekko4752]

1. GM was the EV leader from 1996 until the demise of their EV1 in 1999. 2. Tesla was founded in July 2003.

[@grantguy8933]

Fun to listen and watch. The knowledage and Chemistry are off the chart.

[@DQ-su6qf]

Early Tesla investors saw the obvious many many years ago…

[@petrokladis3576]

Thank you for the information you give us great show

[@parkdcp]

People that do their research realize that Tesla is not just a car, it is a SYSTEM, a living ecosystem that changes and improves constantly, it is history in the making that we get to witness in real time. We can watch NASA and SpaceX launch space ships but we can EXPERIENCE Tesla creating the future. Yes I am a Tesla fan, I bought FSD instead of renting it, I love being a witness to these historic developments and wish others would understand that they can be a part of this future as well.

[@rugbopher]

Well said.

[@richardhunt4576]

Very useful, no padding.

[@nielp91]

This guest was fantastic!

[@305dreamhonda]

What a great guy!

[@beaconfish]

Excellent interview thank you

[@taylorc2542]

We should require the BYD and Xping form a joint venture with Ford and GM if they want to sell in the US. It would be poetic justice.

[@vikingbase]

If only US makers would join Tesla...

[@audience2]

Absolutely, Chinese BEV manufacturing knowhow should be taken from forced joint ventures.

Why do they need to take it ? They can have all the techology for free! Tesla purposely have made their technologies available with open source patents. How do you think the Chinese got so good at it? They took advantage of it, plain and simple. Legacy automakers talked a game for a while but balked. Companies have been led by shareholders and the unions not the other way around. They have delayed at their own peril.

[@markdc1145]

It's only fair

[@davidherman564]

The U.S. automakers have been been hemorrhaging profits and lack of management talent for the past 40 years. Sad that tariffs are their only relief.

[@RawandCookedVegan]

Excellent interview Herbert.

[@mannygee005]

"shutting the door until we get our act together..." What are the chances of getting our act together? Zero. If the US can't get behind a good American company like Tesla, seriously what chance do we have?

[@gregbailey45]

Wait and see what happens with POTUS 47.

[@EvEvangelist]

Michael’s knowledge and appreciation of the Chinese mission is impressive. I think I now understand the stop start strategy for Giga Mexico : it’s more than insurance - it’s a lever. Thanks . How will the ruthless Chinese Darwinian approach to domestic manufacturers play out and when ? How many will be allowed to survive ? And which ?

[@rolandlorilla7998]

We bought a cherry car In the Philippines . It was very cheap, only 350k pesos almost half the price of an equivalent Japanese car, but after 6 months it started to break down and no parts were available. People are seduced by low prices of Chinese cars but regrets come later.

[@michaelnurse9089]

Sure. But quality is ramping up now, especially with EVs.

[@ranli5919]

you even can not spell the true brand name of your car

[@mikezhang2351]

chery is the right name😂😂😂😂

[@pf1830]

Brilliant discussion!

[@JohnThacker-o6k]

The tariffs the EU put on China represent the proportion of funding given by the Chinese government. This is how tariffs are used by responsible governments. There will be retaliatory tariffs.

[@jouan1]

Wow, Herbert! Well done! I love the usual suspects, especially Jeff, but this guy brings so much personal perspective to the table. Thank you!

[@jeanhuynh8548]

Herbert, in case you didn’t know Tesla got EV subsidies since day one. I bought a Tesla with $7500 subsidies credit from the fed and $4000 credit from state of California back in 2018. The subsidies talking point is useless as every country use them.

[@shou635]

There was a time that Tesla lost fed subsidies when they sold 200k vehicles.

[@nguyep4]

The endless subsidies are the point. China make it harder to buy ICE. They would reduce emissions limit and if your current ICEs don't pass they would scrap the car. That seems reasonable? Lol

[@RRo31n]

Wonderful, thank you 👍

[@christopherrobins5463]

Fascinating big new narrative about Tesla, China and EVs!

[@newmember89]

China - Tesla, there is always an option for Win Win Too many times we hear about a zero sum game, too often this doesn’t have to be true

[@davidgentges6563]

Best!

[@js.wilprof]

Thank’s about all information.

[@hdomke1]

This was a fantastic video! I don't think many people get what's happening. But as Musk said in 2018 "The Chinese automakers are by far the most competitive in our experience." In 2023 Musk said: "If there are no trade barriers, Chinese EV will pretty much demolish most other car companies in the world." This video proves his point.

[@pcmountaindog]

By the time China cars add on all the crap required by the US DOT, they will have little financial advantage here in the US and Teslas won't be effected all that much. The risk is not China but the US DOT insane regulations which Americans can no longer afford to buy. A stupid replacement for a lost chipped key for a car at a dealer is over $300.00. A key for my old 2006 truck is $2.00. Talk about stupid. I don't know what China is building but GM, Ford, Toyota and VW build cars which explode as soon as the warranty is over. Engines with rubber belts driving oil pumps. Water pumps inside the front timing cover, when they leak it goes right in the oil and good by engine.

[@davidz7858]

I got free software and made new chipped key using a bare key instead of spending near $200 in dealer

[@rustynickel2356]

Expect China to adopt/accelerate Tesla’s FSD rollout in their country. No slow rollout for this technology breakthrough as it will optimize their vision for safe, energy efficient transportation. Especially with Tesla’s Megapack factory coming online soon. Transportation/Energy optimization vision is now achievable for China. Win-win for Tesla and China.

[@mannygee005]

how many times can I thumb this up?! Just once! C'mon YT 😆

[@BlackRoomProductions]

10/10 Herbert thank you

[@gregbailey45]

Chinese R&D = Receive and Duplicate! Love it...

[@jacquesberube2139]

Another video had a Chinese OEM explaining that Tesla arrival in China made them improve the quality of their products for all their car supply chain. So again a kind of technology transfer.

[@nguyep4]

Tesla wants quality, and that is to need to come from suppliers. Tesla will work with them to make it so.

[@newworld6474]

Welcome to the completion of the 1st quarter of the 21st century ... may the 2nd quarter be even more fun.

[@gaithercain5636]

I think ready

[@CarloHerrmann]

The brightest questions belong to Brighter with Herbert. You definitely ask the hardest and most pertinent questions that really matter for the investment community. You are amazing … not a single painspot seems to escape you.😮

[@kenmolloy1645]

Bring Michael back!

[@skadler888]

Lots of Chery, GWM and other Chinese cars here in South Africa

[@gregbailey45]

And here in Aus...

[@TomUlcak]

The title of the book is: 'Tesla Blitzkrieg'

[@peterl545]

Just buy your Tesla at half the price at Carvana.

[@gazlives]

Ev autonomy will decimate ALL car makers over next 5 years. If they don’t have autonomy software the OEM is finished. In near future only chance is licence FSD

[@paulmcgreevy3011]

How does making your main competitor rich help you?

[@gazlives]

@@paulmcgreevy3011 win win. If an OEM you have to survive. If Tesla good as make money whilst others carry burden of producing cars.

[@paulgaida2601]

Seen Chinese car brands in Egypt for over 10 years. New brands this year too. More and more in UK.

[@audience2]

Herbert please repeat the reason why you are so confident Tesla won't be targeted by China in a trade/tariff dispute with the USA.

[@gregbailey45]

China needs decent cars and FSD. Tesla is safe.

[@shou635]

Tesla manufactures in China. Doesn’t import from us.

[@nguyep4]

The Chinese government understand who is leading in EV technology and AI. Before Tesla their EV were "garbage" not an insult but descriptive.

[@roger_is_red]

Tesla is too technologically ahead for legacy auto to adapt to any part of Tesla. That train left the station years ago. Tesla seamlessly evolves, is vertically integrated, has superior scaling, supply chains, and a vibrant workforce. The hierarchy structure of legacy auto led to stagnation (as Sandy Monroe points out.) Theoretically, a Tesla janitor with a singularly great idea could explain it to Musk directly. Jeannine

[@roger_is_red]

Give a worker a chance to make a difference, they do it. Profit sharing (cheaper stocks) is a great worker incentive. And then there's the mission to a sustainable future, (my heart's desire.).

[@jasonb444]

Most of Chinese exports are gasoline cars, would be interesting to get his take on whether that growth continues or it switches to EV over time

[@timschoenfelder1773]

The legacy automakers are smart. If anything, their perspective just needs tweaking for the new market. For instance, they've already adapted Tesla's gigapress paradigm. Therefore, they're quick to adopt the manufacturing paradigm. However, It seems odd especially for Ford and GM who have been making plug-in hybrids for years to not have come out with a competitive BEV model by now. They could just setup a small skunkworks utilizing some talent from top tier suppliers who know how to write it to work on the software if that's the key area that they're lacking. Plug-in hybrids would already have the electric motor/drivetrain.

[@lawrencesmith9059]

The right pathway for these other brands is to focus on hiring Tesla software engineering talent (just pay them enough) and create a software company that works for multiple companies. They also need to focus on building a battery company that is competitive with BYD, CATL.

[@LanceGlassgow]

BYD is already in the US. Busses at Disneyland are BYD also new electric school buses are BYD.

[@waynerussell6401]

RoboVans in 2030.

[@gregbailey45]

​@waynerussell6401 you mean 2027?

[@qwazy01]

Aweaome interview 🙌 Is it fair or accurate to say that China, despite being state funded, needs to prove their model is profitable in foreign markets (like Tesla) before they takeover anything? Otherwise, they are subsidizing foreign markets at a loss which is unsustainable. Also, assuming Tesla completes FSD lvl 5, and their autos peoduce 5x more, then no other auto co. can compete car for car whether state owned or not. Also also, I think the 50/50 remark was inaccurate. Based on what was said, Chine would apply pressure or cut ties if they didn’t need them, and reading between the lines, Tesla wouldn't be leveraging their relationship shopping around with "talks" of new factories (some closer to China than others) to keep their options open while securing more business where it makes the most sense atm - China. I am amazed at how deflty Musk and Tesla continue to out maneuver everybody else at their own game incredible. China is making nice EVs, I hope they can be competitive in all markets.

[@nguyep4]

Elon knows China's ambition and what it means. Elon knows the strength in their ability to innovate and out compete all. China would never jeopardize its relationship with Tesla unless it declared war. Tesla has too much to offer, unless Ai isn't what Elon thought to be, then anything could happen in China. But Tesla would still be dominate in EV.

[@kevinlightbourne1625]

I'm confident Tesla stock will Pop now on Thursday after watching the video.. thanks

[@jpl0202]

I just noticed the legacy companies like Kia who has full electrics is coming out with low cost ICE to keep ICE alive. The Kia k4 starts at like $21k

[@opinionmatters7119]

The consumer has to be given the choice. If they can make better cars and offer them affordably, we as buyers…should be given that choice. Stellantis did NOT invest in change, GM and Ford are waking up. Innovation is key.

[@gregbailey45]

Good luck to all US and European carmakers except Tesla. The competition is coming!

[@DRVRLES]

I would like to ask Mr. Dunne whats his thoughts what China EV company would license Tesla FSD now that he mentioned Chery and them other exporters above BYD.

[@TomUlcak]

EXCELLENT video! I love this. From the guy who knows best (from the west) what happened and is happening in China. Btw, what shirts or sweaters are you both wearing? Get them for xmas? I'd love to know where you got them.