# Autos Might Have to Choose Between Military & China

Page: https://stenobird.com/podcast/good-revenue-6621493/autos-can-t-choose-between-military-and-china
Text version: https://stenobird.com/podcast/good-revenue-6621493/autos-can-t-choose-between-military-and-china.md
Podcast: [Good Revenue News](https://stenobird.com/podcast/good-revenue-6621493)
Published: 2026-05-05T15:30:00+00:00
Episode link: https://shows.acast.com/good-revenue/episodes/why-autos-cant-choose-between-us-military-and-china
Audio file: https://sphinx.acast.com/p/open/s/64c1fb4a8e16bd00116ffd75/e/69f94dd6836b4ec7189f2fb1/media.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/good-revenue-6621493/episodes/autos-can-t-choose-between-military-and-china
Duration seconds: 964

## Resource

Ford and VW are getting cozy with Chinese EV makers at the exact moment the Pentagon is asking them to build weapons. Something has to give. The US and Germany are both recruiting automakers for wartime production while those same companies are doubling down on China partnerships where BYD and state subsidies have been eating their lunch for years. This episode breaks down the Pentagon's push to pull GM, Ford, GE Aerospace, and Oshkosh into defense manufacturing, the private equity executive remaking how the DoD buys weapons from Lockheed and Boeing, and why Ford and Volkswagen feel too deep in China to walk away even as the geopolitical walls close in. Plus: China's veto of the $2.5 billion Manus AI acquisition by Meta and what it means for every company doing business with Chinese-origin technology. CHAPTERS 00:00 Pentagon recruits automakers for defense production 02:25 PE executive remaking DoD contracting Lockheed and Boeing as portfolio companies 05:05 Auto sector under pressure tariffs, USMCA, and China exposure 06:20 Ford's China sunk cost problem and BYD comparison 09:10 Volkswagen's China dilemma and German rearmament 12:36 China vetoes Meta's $2.5B Manus AI acquisition 14:32 China's EV dominance and the race into biotech, robotics, and AI IF YOU LIKED THIS, WATCH: → The Irreversible Cost of Selling Advanced AI Chips to China: https://youtu.be/UphXmFOYUU8 → China Says It Doesn't Want Our AI Chips, So Why Are They Smuggling Them?: https://youtu.be/uKjWfRgDfRM → China’s About to Win Biotech: https://youtu.be/9ukVHp69qKs → US Bans Chinese Tech From Connected Cars: https://youtu.be/Q__ke5iP51Y → Auto Industry Collapse: https://youtu.be/aIKXchOnUDU → China Broke the WTO: https://youtu.be/gY6bZwhASPw → China Distillation Attacks: https://youtu.be/t-POODHfeZQ SOURCE…

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