Elon Was Right About China’s EVs

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Elon Musk says Tesla will lead—and the next 9 top automakers will be from China. So how are Chinese EV makers really doing? Tesla analyst Brian White of FutureAza just got back from China with fresh footage and insights on Huawei, Nio, and Xiaomi. We break down each company’s EV strategy, leadership, and how they stack up against Tesla.

Brian White @4kpodcast (host of FutureAza on YouTube)
https://www.youtube.com/@FutureAzA

00:00 Elon: Tesla vs. Chinese automakers
01:27 Musk on China EV threat
05:12 Huawei joins the EV race
11:44 Nio's quality & struggles
17:59 Chinese brand showroom takeaways
23:52 BYD and vertical integration
28:09 Tesla’s market future

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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.

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