{"podcast":{"title":"At The Wheel Podcast w/ Tu Le & Joe White","slug":"at-the-wheel-podcast-w-tu-le-joe-white-7634964","podcast_index_feed_id":7634964,"rss_url":"https://api.substack.com/feed/podcast/5337830.rss","website_url":"https://www.atthewheel.co/podcast","image_url":"https://substackcdn.com/feed/podcast/5337830/c1f1fb012e246504f27c6e22fbc01224.jpg","author":"Tu Le & Joe White","episode_count":25,"summary":"A thoughtful discussion about the future of transportation that highlights companies and individuals moving the sector forward.","last_synced_at":"2026-07-16T06:20:29.200493+00:00","page_url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964"},"episode":{"title":"Inside China’s EV Revolution: What Detroit Isn’t Ready For | At The Wheel #20","slug":"inside-china-s-ev-revolution-what-detroit-isn-t-ready-for-at-the-wheel-20","published_at":"2026-05-07T14:01:46+00:00","page_url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/inside-china-s-ev-revolution-what-detroit-isn-t-ready-for-at-the-wheel-20","show_page_url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964","url":"https://www.atthewheel.co/p/inside-chinas-ev-revolution-what","audio_url":"https://api.substack.com/feed/podcast/196780743/cfd3532166e63cff268274811f0d253c.mp3","summary":"In Episode 20 of At The Wheel , Joe White and Tu Le break down one of the biggest stories in the global auto industry: China’s accelerating lead in electric vehicles, software, batteries, and intelligent driving systems. Fresh off a week in China attending the Beijing Auto Show , Tu shares firsthand insight into the most important auto show in the world — and why many Western automakers should be deeply concerned. The conversation explores: * How the Beijing Auto Show dwarfs Detroit in scale, technology, and excitement * XPeng’s transformation into a full-stack technology company focused on AI, humanoids, eVTOLs, and autonomous driving * BYD’s ultra-fast charging breakthroughs and next-generation Blade battery * How Chinese automakers are dramatically reducing development timelines through automation and software integration * Why companies like Toyota and Volkswagen are increasingly relying on Chinese software and technology partners * The rise of Huawei, Momenta, Xiaomi, and Chinese software ecosystems inside vehicles * The growing gap between China’s EV market and the U.S. auto industry * The implications for Ford, GM, Stellantis, Volkswagen, Mercedes-Benz, BMW, and Porsche Joe and Tu also discuss whether the U.S. auto industry is moving fast enough to compete in a future increasingly defined by: * software-enabled vehicles * battery technology * AI and autonomy * robotics * data ecosystems As China’s automakers push beyond EVs into intelligent mobility platforms, the central question becomes: The center of gravity already shifted - Can Detroit and Europe catch up? Are they currently even playing the same game? 🔎 SEO Keywords for Discoverability Beijing Auto Show 2026China EV marketBYD battery technologyXPeng AI strategyHuawei automotive softwareChinese automakers e…","meta_description":"In Episode 20 of At The Wheel , Joe White and Tu Le break down one of the biggest stories in the global auto industry: China’s accelerating lead in electr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3239,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/at-the-wheel-podcast-w-tu-le-joe-white-7634964/episodes/inside-china-s-ev-revolution-what-detroit-isn-t-ready-for-at-the-wheel-20/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/at-the-wheel-podcast-w-tu-le-joe-white-7634964/inside-china-s-ev-revolution-what-detroit-isn-t-ready-for-at-the-wheel-20.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}