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Sino Auto Insights

@sinoautoinsights.bsky.social

🌎 advisory & management consultancy. We help companies define the future of transportation & mobility. Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA Sign up for our newsletter: http://www.sinoautoinsights.substack.com

878 Followers  |  175 Following  |  528 Posts  |  Joined: 13.11.2023  |  1.8594

Latest posts by sinoautoinsights.bsky.social on Bluesky

VW is reviving scout line to be mostly hybrids rather than EVs More than eight out of 10 consumers who put down a $100 reservation on a Scout have selected plug-in hybrid versions over EVs.

This leaves a terrific space for ⁦β€ͺ@Rivian‬⁩ to slot right into. Do either of them dare?!

How bad does RJ want to stay independent(ish)? How bad does ⁦β€ͺ@VW‬⁩ need them for the Americas?

VW is reviving scout line to be mostly hybrids rather than EVs

30.11.2025 17:02 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

ChatGPT is giving +500 on a parlay bet that Slate Auto + Rivian + Lucid all launch their newest vehicles on time in 2026.

Who’s taking that bet?

29.11.2025 23:26 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

What’s the over/under on Mary pulling the ripcord at the @GM in 2026?!

How about GM naming Sterling as her replacement?

29.11.2025 23:12 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

2026 is the year where (some) car companies go out of business.

They won’t actually close their doors in the 2-6, but the foundations will be firmly set.

29.11.2025 23:00 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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BYD's 5-Minute Flash EV Charging Is Headed Here Next The Chinese auto giant is serious about extending its fast-charging lead all over the world, and Europe could experience it soon.

The Chinese auto giant is serious about extending its fast-charging lead all over the world, and Europe could experience it soon.

insideevs.com/news/780361/...

29.11.2025 20:42 β€” πŸ‘ 948    πŸ” 252    πŸ’¬ 63    πŸ“Œ 27
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Happy Thanksgiving everyone!

Spending the AM with a few thousand friends - GO @detroitlions.bsky.social

27.11.2025 16:55 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Here’s a (non-exhaustive list) of cos designing their own silicon to compete w/ Nvidia or already having it fab’d:
- Horizon Robotics
- Black Sesame
- Nio
- XPeng
- Li Auto
- Huawei
- Biren
- Semidrive
- Moore Threads
- Enflame
- Unisoc
- Alibaba
- Baidu
- HiSilicon

Qualcomm should watch out too.

27.11.2025 02:50 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

What is everyone’s guess on how much #Tesla global sales shrink in the 2-5?

One research firm forecasts -7%…

27.11.2025 02:07 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Tesla struggles to course correct from sales skid Tesla CEO Elon Musk has spent much of this year focused on the carmaker’s robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package. In the meantime, the outloo...

From this:

www.reuters.com/business/aut...

27.11.2025 01:58 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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This is telling.

27.11.2025 01:58 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

500! Sorry …I meant to say 60!

27.11.2025 00:16 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Chuckle.

24.11.2025 13:43 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

What are everyone's thoughts on the #Jeep #Recon sporting a 100kWh battery, but only an estimated range of 250 miles?

23.11.2025 18:38 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 6    πŸ“Œ 2
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I liked it a lot. Although the drivers side door wouldn’t open.

21.11.2025 02:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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It begins. #AutomobilityLA

20.11.2025 16:32 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Lookie, lookie what Tu got behind the wheel of in the South Bay yesterday…

#Aito #M5

19.11.2025 19:52 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 1

Getting close to time travel speeds.

1.21 jigawatts!

17.11.2025 16:29 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Points to OEMs building in NA (which is ALL of them) seeing this as a long-term solution.

And even more pressure on πŸ‡¨πŸ‡³ supply chains as they get sloppily get taken out of the 2nd largest passenger vehicle market’s vehicles.

Likely outcome -> shove more supply into the πŸ‡ͺπŸ‡Ί.

16.11.2025 19:18 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Elon Musk’s trillion-dollar paycheck depends on the markets he’s losing As Tesla struggles in markets beyond the U.S., Chinese automakers are winning from Southeast Asia to Europe.

From here: restofworld.org/2025/elon-mu...

15.11.2025 02:44 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Join us tomorrow, Wednesday - 1pm ET.

Lot's to talk about and you'll have the chance to ask Joe and Tu any questions you have.

@sinoautoinsights.bsky.social
@chinaevsandmore.bsky.social

Scan the code to join us!

11.11.2025 15:42 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Tesla turns to rentals as sales continue to spiral Tesla is now offering up its cars to rent from its showrooms.

One way to get to 20M cumulative.

mashable.com/article/tesl...

11.11.2025 04:40 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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(NOT) Available in the πŸ‡ΊπŸ‡Έ. Buick / GM Why (NOT?)

09.11.2025 01:36 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

We love the open-top Longbow Speedster, but the Roadster will be the company's bread & butter. These specs are pretty promising and the price isn't completely nuts for this kind of proposition.

08.11.2025 19:55 β€” πŸ‘ 6    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

Elon will have single-handedly pushed up the pay packages of ALL CEOs.

Even the bad ones.

08.11.2025 00:51 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Ford’s $30,000 Electric Pickup Is Taking Shape–And It’s Coming Fast The American automaker is wasting no time in developing its affordable electric platform, with component sourcing already at 95%.

Aimed squarely at a little startup in Troy, MI:

insideevs.com/news/777855/...

04.11.2025 14:12 β€” πŸ‘ 6    πŸ” 2    πŸ’¬ 0    πŸ“Œ 5
Waymo driverless ride-hailing service is coming to Motown Waymo started offering public rides in Phoenix in 2020 and has since expanded to other cities. Detroit will be the first northern market.

Awesome. And about time.

Waymo driverless ride-hailing service is coming to Motown

www.detroitnews.com/story/busine...

04.11.2025 03:36 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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GM software VP Dave Richardson leaves as Sterling Anderson takes on more responsibility The company said it is reorganizing its software and services engineering team to speed how it develops and deploys technology.

Game of Thrones - Sterling making his presence felt ...and his desire to be the next #1.

When will Jacobson leave?

www.autonews.com/general-moto...

31.10.2025 17:13 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Lucid targets industry-first self-driving car technology with Nvidia Lucid plans to be the first automaker to offer highly advanced self-driving capabilities in its vehicles in the coming years, the automaker said Tuesday.

Lucid targets industry-first self-driving car technology with Nvidia

28.10.2025 18:46 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Our latest episode (#225) just dropped in audio and video. Find it on YouTube and all major podcast platforms:

@sinoautoinsights.bsky.social

27.10.2025 19:09 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

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