Below is a recent post on another social media platform by Peter Campbell with an ominous declaration from #Honda President Toshihiro Mibe captured in a recent Financial Times article regarding the dire straits Honda and Nissan sees for themselves if they continue to go it alone in the 🇨🇳 automotive market.
Many in the industry are still left shaking their heads in disbelief asking themselves ‘how could this happen?' And wondering why no one saw this coming.
Actually, WE DID.
In fact, we’ve beaten this 🥁 for a while. We launched the weekly Sino Auto Insights newsletter because we saw what was happening back in 2018.
And then launched the China EVs & More podcast a few years later to educate folks around the world about what was happening in 🇨🇳. Truly around the world as it's been downloaded in over 100 countries! Our podcast discussions now revolve around what's happening not only in 🇨🇳, but also in the rest of the world.
Go ahead, check our receipts.
The danger I see now is that the clueless analysts that were silent the last several years and / or have not been to China in several years have all of a sudden become 🇨🇳, 🇨🇳 EV / battery / chip Inc, BYD & Tesla experts.
Let me assure you, if someone claims to be a Tesla expert but doesn't know what Tesla is doing in 🇨🇳, walk away from them quickly.
You can Monday AM Quarterback what happened all you want, but that's not going to help you understand how to address what WILL BE happening in the next 12 months let alone the next 3, 7, 20 years. Because if you blink, things will change.
There will be a new brand, new product, new features, new battery technology, new startup that is making waves for the entire sector ...outside of 🇨🇳. And things aren't going to slow down either.
So go ahead and follow those same clueless people that are likely reading our newsletter and listening to our podcast to get THEIR updates or you can just cut out the middleman and follow the #OGs that knew.
And know.
#EVs #AVs #batteries #chips #silicon #electricvehicles #autonomousvehicles #cleanenergy #siliconvalley #China #US #EU #Japan #Germany #SouthKorea #Detroit