Episode
China’s EV Takeover, GM’s AI Pivot & Tesla’s $1T Gamble | At The Wheel #9
- Published
- Mar 14, 2026
- Duration seconds
- 2485
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- https://www.atthewheel.co/p/chinas-ev-takeover-gms-ai-pivot-and
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Summary
In this episode of At The Wheel , Joe White and Tu Le explore the accelerating global competition in electric vehicles, autonomy, and automotive AI. The conversation begins with China’s latest long-term automotive roadmap projecting 80% electrified vehicle adoption by 2040 , highlighting how the world’s largest car market could soon move beyond internal combustion entirely. Joe and Tu discuss: * China’s EV market projections and what they mean for global automakers * Why companies selling fewer than 2 million vehicles a year may struggle to survive in China * Porsche’s dramatic decline in the Chinese market * Tesla’s shifting strategy away from EVs toward AI, robotics, and robotaxis * GM’s new technology strategy and hiring of autonomous vehicle pioneer Sterling Anderson * The rise of software-defined vehicles and the growing importance of data ownership * The future of EV demand as subsidies expire in the United States * Why legacy automakers may need to rethink product development speed and strategy They also preview discussions from the Reuters Automotive Conference , where industry leaders are debating supply chain disruptions, AI integration, and the future structure of the global auto industry. As electrification, AI, and geopolitics reshape the automotive sector, the question is no longer if the industry will change — but who will lead it. 🔎 SEO Keywords for Discoverability China EV market global electric vehicle race BYD EV dominance Tesla robotaxi strategy GM tech day Sterling Anderson GM EV adoption China 2040 future of electric vehicles software defined vehicles EV industry disruption AI in automotive EV supply chain geopolitics future of mobility electric vehicle competition 00:00 Intro – Global EV Competition 00:52 China’s EV Market Forecast to 2040 02:04…