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The auto industry is in the midst of a seismic shift, with Tesla and Chinese automakers leading the charge while giants like GM and Ford rapidly decline. Today, we have an exclusive conversation with a former GM executive and industry insider. He’ll reveal startling truths, including how China’s global car blitzkrieg, exporting 6 million vehicles to over 100 countries this year, is reshaping the market and what the future holds for legacy car brands. Michael Dunne is a former GM executive when he was President of GM Indonesia and is now working as an automotive industry consultant as CEO of Dunne Insights, an advisory firm with expertise in global electric vehicle markets and battery supply chains. Follow X on X under handle @dunne_insights Website: www.dunneinsights.com 00:00 The Chinese Auto Industry Tsunami 01:54 Tesla's Entry into the Chinese Market 03:02 China's Electric Vehicle Revolution 04:56 The Impact of Tesla on Chinese Automakers 09:18 The Global Expansion of Chinese Automakers 10:23 Challenges and Strategies for Chinese Automakers 15:49 State-Owned Enterprises and the Electric Pivot 27:15 Tesla's Role and Risks in China 31:11 Tesla's Full Self-Driving Rollout in China 34:03 China's Ambitions in Humanoid Robots 36:10 Tesla and China's Mutual Dependence 39:48 Legacy Automakers' Struggles and Strategies 43:08 The Impact of Software on the Auto Industry 44:15 The Potential for Tesla Partnerships 46:00 Chinese Brands' Market Dominance 51:52 Tesla's Strategy and Market Position 54:34 BYD and Tesla: Potential Collaborations Buying a Tesla? Use my referral link and get up to $2,000 off. My daughter: https://ts.la/amanda443323 My website: https://www.HerbertOng.com Check out 15+ modules of resources for the $TSLA Investor and get free TESLA Milestone Tables Join this channel or Patreon to get free access to 15+ modules of TSLA investor resources Become a Member: / @brighterwithherbert Become a Patreon: / brighterwithherbert ❤️ Thank you to everyone who supports me and this channel! Let's get brighter! Website: www.herbertong.com X: @herbertong Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date. #Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock Merch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz $TSLA Red Hat: https://tinyurl.com/bdd9v96m CyberTruck Hat: https://tinyurl.com/zvvytkkv The Bots Are Here Shirt: https://tinyurl.com/2m2tpd7r