Back from China, Tu Le and Lei Xing unpack one of the most consequential shifts happening in the global automotive industry: the technology relationship between China and Western automakers has completely flipped.

What began decades ago as Western companies bringing technology into China has become something very different. Today, automakers including Volkswagen, Stellantis, Mercedes-Benz, Honda, Nissan and others are increasingly relying on Chinese batteries, software, ADAS systems, LiDAR suppliers, and EV platforms to remain competitive.

In this episode, Tu and Lei discuss:

Why Ford, GM, Volkswagen and Stellantis increasingly need Chinese technology
The growing influence of XPeng, BYD, CATL, Huawei, Momenta, Hesai and Horizon Robotics
Waymo’s rapid expansion and why autonomous driving is becoming impossible to ignore
The reality of FSD versus China’s rapidly improving intelligent driving systems
The implications of the Trump-Xi summit for the automotive sector
Canada’s evolving strategy toward Chinese EV imports
What the Beijing Auto Show revealed about the future of the industry
Why the next battle is no longer about EVs — it’s about software, AI and autonomy

The conversation also explores whether legacy automakers risk becoming hardware manufacturers while Chinese companies increasingly control the technology stack powering the future of mobility.

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⏱️ YouTube Chapter Timestamps

00:00 The New World Order in Auto
02:00 Trump-Xi Summit and Industry Implications
05:00 Why China Now Exports Technology
09:00 Ford, GM, Volkswagen and China’s Growing Influence
13:00 XPeng, Huawei, Momenta and China’s ADAS Race
17:00 Tesla FSD vs China’s Intelligent Driving Systems
22:00 Why Lei Thinks WeRide Is Closest to FSD
27:00 Waymo’s Expansion and Robotaxi Reality
31:00 What Tu Saw in San Francisco
35:00 Canada’s Chinese EV Strategy
38:00 Why Europe Is Embracing Chinese Technology
41:00 Beijing Auto Show Reflections
44:00 What Comes Next for Global Automakers
47:00 Final Thoughts