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Best part of the Sunday evening FoT Newsletter is when Reilly delivers his own takes on reality: "All ridehailing firms and OEMs who were previously in AV, then got out, will get back in. Many will begin with partnerships but ultimately we will see a boomerang back to these

“The thoughts that come often unsought, and, as it were, drop into the mind, are commonly the most valuable of any we have.” - John Locke

"The strongest is never strong enough to be the master forever." - JJ Rousseau 1712-1778 Le plus fort n'est jamais assez fort pur être toujours le maitre.

BYD Numbers Defy Gravity – Again 2025 Sales Jan-June: 2.1M (+31%) June Exports: 91,000 (+233%) Commercial Vehicles: 32,000 (+460%) BYD's Sales Looking Back, Looking Forward 2020: 460,000 (also-ran) 2023: 3.1 million (> Nissan) 2024: 4.3 million (> Ford) 2025: 5.5 million

Geely on fire in 2025, too. Sales 2025 Jan-June: 1.4 million (+47%) Full year forecast: 3 million Galaxy, Zeekr and Lynk&Co lead the way.

Joining Christine Tan at CNBC Asia this evening 7:30pm PT, 10:30am Singapore to talk about Chinese automakers global offensive. BYD Geely MG Xpeng Xiaomi

John Wall knows his stuff.

Guesses?

“It is by the goodness of God that in our country we have those three unspeakably precious things: freedom of speech, freedom of conscience, and the prudence never to practice either of them.” - Mark Twain

“Equal rights for all, special privileges for none.” - Thomas Jefferson

I would like to officially open a betting window on this forecast by Alix Partners: “Only 15 of 129 EV brands in China likely to survive by 2030.” “'These 15 brands are projected to account for approximately 75% of China's EV and plug-in hybrid market by the end of the

Among all foreign automakers in China, Tesla stands the best chance of surviving. But winning ain’t easy when you’re playing a forever away game. Strong piece here by ⁦Yoko Kubota⁩ ⁦Raffaele Huang⁩ and ⁦Lingling Wei 魏玲灵⁩ wsj.com/business/autos…

Joining CNBC Closing Bell with hosts Jon Fortt and Morgan Brennan today at 4:30pm ET to talk about Tesla, Elon Musk and the future. EV Tax Credits America Party China Competition Robotaxis / Austin Just a few minor items, see?

"My most important piece of advice to all you would-be writers: when you write, try to leave out all the parts readers skip." - Elmore Leonard