Fears of world domination by Chinese EVs are overblown.

My latest piece looks at gigacasting, EV batteries, and what happened to Japanese cars. Even if you're not convinced, you'll at least learn a lot about China, BYD, CATL, Tesla, and the EV industry. high-capacity.com/p/why-chinese-…

It would be a mistake to dismiss India’s growing share of iPhone production as “just assembly.” You’ve got to start somewhere. This is what China did in many industries.

A former Tesla employee in China told NYT reporter @MaraHvistendah that 'most of the employees who were at the company at the time now work for Chinese competitors.' podcasts.apple.com/us/podcast/how…

This great piece by David Fickling helps to put the Chinese overcapacity issue into better perspective. bloomberg.com/opinion/articl…

Overcapacity? Maybe the world should be upset that China isn’t churning out EVs even faster.