Sino Auto Insights

how many Germans would be aware Xiaomi will sell more BEVs in a single month THIS year,

== than there will be BEVs registered in all of Deutschland in that same month? ==

will happen before end of '25 -> guaranteed (!)
#alwaysbecharging
🚨🚨🚨

data compiled @sinoautoinsights.bsky.social Lei Xing

Filosa better quickly read up on our back newsletters & listen to as many @chinaevsandmore.bsky.social episodes that he can if he's gonna lead this global org...

A few #GMC #Hummer owners get a bad rap.

Most others - Well deserved.

The #Polestar 5 is a looker - but at €120K and no plans for sale in 🇺🇸, is it DOA??

What are your thoughts?

For our latest episode - Join Tu and Joe LIVE!

When: This Tuesday, September 16th @ 1:30pm ET
@chinaevsandmore.bsky.social @sinoautoinsights.bsky.social

Lyft's Robotaxi Era Has Finally Arrived Today on Critical Materials: Lyft is the newest player in the Robotaxi game, China cracks down on EV competition and Tesla reveals how many people buy FSD.

Plus, China cracks down on EV trolls and Tesla reveals how many people are really buying Full Self-Driving.

insideevs.com/news/771853/...

We told you.

YouTube video by Cars With Robby 2025 Infiniti QX80 Autograph | Quck Review

Happy Friday! Here's my quick review that just went up of what it was like to live with the posh 2025 Infiniti QX80 Autograph for a full week. Enjoy, and learn something new.

youtu.be/6GN4KJXJqfg

🇪🇺 + 🇷🇺 better ♥️ 🇨🇳 🚗🚗🚗🚗🚗.

Wow. Western media / KOLs / content creators REALLY need to do their homework on what €142K would buy you in 🇨🇳.

So much clickbait out there nowadays. And which of these KOLs are on the take?!

Full disclosure, please!

More Bad News for Tesla U.S. EV sales have been way up — just not for the domestic champion, which sank to its worst-ever market share in August.

Tesla's market share has hit an all-time low.

"Entering this new phase means that the EV market is getting less Tesla-centric, almost by definition."

@zeitlin.bsky.social unpacks the news below:

Evening festivities.

Part #2 #Mercedes

Part #2 #Mercedes

#Mercedes #IAAMobility2025

Pregame. #IAAMobility 2025

Clip #2 from this week's @atthewheel313.bsky.social podcast:

EU's 2035 EV Target: Flexibility Likely

Scan the code below to watch the entire episode and make sure to 'LIKE' and 'SUBSCRIBE' to make sure you don't miss anything from Joe and Tu in the future!

Clip #1 from this week's @atthewheel313.bsky.social:

EU to Follow US EV Market Experiment

Scan the code below to watch the entire episode and make sure to 'LIKE' and 'SUBSCRIBE' to make sure you don't miss anything from Joe and Tu in the future!

Our MD, Tu Le's new venture - @atthewheel313.bsky.social - a content platform all about the future of transportation that's grounded in North America, but reaches out to the world.

To view our latest episode with special guest - Simon Wright, Industry Editor at @theeconomistevents.bsky.social scan the code below:

SAI Weekly 30 - 25: 2025 So Far, Involution (kinda) Explained, Munich Bound Short week, short newsletter, but lots of videos this week.

To ensure you don't miss any future newsletters, subscribe at this link: bit.ly/3I86QCF

From this week's newsletter:

YouTube video by Schwab Network NIO Significant Growth in Struggling EV Market, TSLA Traction Slows

Boss man spent a few minutes talking 🇨🇳 EV market and NIO’s outlook for the balance of the 2-5!

Join Tu & Joe tomorrow as we host Simon Wright, Industry Editor - @economist.com

We'll discuss Simon's latest piece 'Donald Trump, friend of the EV?', 🇨🇳 EV Inc's place on 🇪🇺 & 🇬🇧 roads and much more.

Date & Time: Tuesday, Sept 2nd - 9am ET
Where: Scan the QR code

@sinoautoinsights.bsky.social

@fordmotorsofficial.bsky.social
- Wanted (in the 🇺🇸): Clean energy versions of the #Bronco

Tu Le | Substack Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.

Allow me to re-introduce myself:

Detroit | Silicon Valley | Beijing

We comment on all things electric vehicles, autonomous vehicles & batteries.

Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷

substack.com/@tu123?invite

Exclusive: Stellantis shelves Level 3 driver-assistance program as it downscales software ambitions, sources say Stellantis , has shelved its first Level 3 advanced driver-assistance program because of high costs, technological challenges and concerns about consumer appetite, three people familiar with the matter told Reuters.

Why does it feel like Legacy Auto is going backwards? Is this Filosa's first BIG decision? Headscratcher...

Meituan’s Profit Tumbles as Food-Delivery Price War Takes Toll The Chinese food-delivery giant’s profit cratered in the second quarter as intense competition snapped a long run of growth, underlining concerns about its ability to defend market share.

#EV price war moves into food delivery price war. Capitalism with 🇨🇳 characteristics.

It's ALWAYS a race to the bottom. A lot of eating bitter.