Podcasts about BYD

China produces nearly three-quarters of the world's electric cars, and no city embodies that dominance more than Shenzhen, home to industry giant BYD. Once known as “The World's Factory,” the city has transformed into a global hub of clean transportation and high-tech innovation. Also, Russian President Vladimir Putin arrives in India to meet with Prime Minister Narendra Modi. And, Palestinians in the Israeli-occupied West Bank say their existence is being targeted as the face increasing attacks and violence by extremist Jewish settlers. Plus, Taiwan's new envoy to Finland stages a heavy metal concert as an attempt at diplomacy. Learn about your ad choices: dovetail.prx.org/ad-choices

The automotive industry's existential crisis continues, and Imogen Bhogal & Dan Caesar sift through the rubble. Toyota receives electric encouragement, the EU's resolve is tested by the businesses with the most to lose, and 'Big Short' investor eviscerates Tesla valuation.

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart BYD KEEPS LEAD AS CHINA NEV SALES HIT NEW RECORDS IN NOVEMBER https://evne.ws/4peTBR7 #1 – BYD https://evne.ws/4rFNYgr #2 – SAIC https://evne.ws/4rFNYgr #3 - GEELY https://evne.ws/4rFNYgr #4 – CHANGAN https://evne.ws/4rFNYgr #5 - CHERY https://evne.ws/4rFNYgr #6 - HIMA https://evne.ws/4rFNYgr #7 - LEAPMOTOR HITS 500,000 SALES EARLY AS REVENUE DOUBLES https://evne.ws/4rFNYgr #8 - ZEEKR GROUP SETS FRESH NOVEMBER DELIVERY RECORD https://evne.ws/3XvrYac #9 - GWM OVERSEAS EV SALES HIT NEW MONTHLY HIGH https://evne.ws/49MBJbj #10 - XIAOMI EV HOLDS ABOVE 40,000 MONTHLY DELIVERIES https://evne.ws/440iCXI NIO NOVEMBER EV DELIVERIES SURGE AS Q4 RECORD LOOMS https://evne.ws/4pCrz1E LI AUTO DOUBLES DOWN ON FLAGSHIP BEV SUV AS ORDERS SURGE https://evne.ws/3KC475F VOYAH SURGES PAST 20,000 MONTHLY EV SALES https://evne.ws/4p7CgcC GEELY GALAXY M9 SURVIVES 18,000 KM EURASIAN TORTURE TEST https://evne.ws/3Y0S6d5

No episódio 310 de Stock Pickers, Lucas Collazo recebe Arthur Carvalho, economista-chefe da TRUXT, para uma conversa urgente sobre o tema que está redesenhando mercados, governos e tecnologia: a disputa entre China e Estados Unidos pela liderança global da inteligência artificial.Com um alerta vermelho no ar, Carvalho explica por que a IA americana, hoje dominada por gigantes como Nvidia, Google, Meta e OpenAI, pode estar entrando em sua fase mais vulnerável desde o início do boom. Do outro lado, a China acelera investimentos, controla cadeias industriais críticas e amplia sua influência em semicondutores, nuvem e modelos de IA proprietários. Além disso, a pergunta que não quer calar: estamos diante de uma bolha? E quais os impactos para o mundo - e o Brasil?Uma conversa estratégica para entender quem tem vantagem hoje, quem pode perder espaço amanhã e o que realmente está em jogo.

Bitcoin tenta il recupero; Netflix vuole Warner Bros Discovery: Apple rimpiazza il capo dell'AI; A Mosca l'incontro tra Putin e Witkoff; Più Tesla e Byd sulle strade italiane. Puntata a cura di Elisa Piazza - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

- Stella's Filosa Wants EU Regulatory Relief - Audi Updates V6 Diesel - VW AG Looks at Regional Manufacturing Structure - Most Robotaxis Carry 2 People - China Expects 7 Million Exports In 2025 - BYD Hits 3-Month Sales Slump - Investors Worry About China EV OEMs - EU Moves Supply Chains Out of China - VinFast May Add EREVs and Hybrids

- Stella's Filosa Wants EU Regulatory Relief - Audi Updates V6 Diesel - VW AG Looks at Regional Manufacturing Structure - Most Robotaxis Carry 2 People - China Expects 7 Million Exports In 2025 - BYD Hits 3-Month Sales Slump - Investors Worry About China EV OEMs - EU Moves Supply Chains Out of China - VinFast May Add EREVs and Hybrids

En el episodio 766 del podcast hago un resumen de la actualidad tecnológica más destacada de la semana. Amazon, Meta, ByteDance o Alibaba se enfrentan a bloqueos mientras la Unión Europea sigue marcando la actualidad con los temas regulatorios. 24/11/25 Malasia prepara una prohibición total de redes sociales para menores de 16 años a partir de 2026. 24/11/25 Italia investiga a Amazon por facilitar la entrada de mercancía china sin declarar. 25/11/25 Senadores de EE. UU. exigen investigar a Meta por los ingresos derivados de anuncios fraudulentos. 25/11/25 Cómo la crisis de Nexperia volvió a desestabilizar las cadenas de suministro del automóvil. 25/11/25 CNN retira su contenido de Apple News mientras negocian un nuevo acuerdo. 26/11/25 Bruselas rechaza las insinuaciones de Estados Unidos: la normativa digital europea “no está en venta”. 26/11/25 Alibaba supera previsiones gracias al auge del comercio minorista instantáneo y al impulso de la IA. 26/11/25 China bloquea a ByteDance y prohíbe el uso de chips Nvidia en nuevos centros de datos. 27/11/25 Tesla intenta reconducir su negocio mientras la caída global de ventas se agrava. 27/11/25 Perplexity se adentra en el comercio digital con su nuevo asistente de compras con IA. 28/11/25 El Pentágono propone incluir a Alibaba, Baidu y BYD en su lista de empresas vinculadas al ejército chino. 28/11/25 La UE aprueba un nuevo marco para reforzar la protección frente al fraude online. 28/11/25 Francia archiva la denuncia antimonopolio de Qwant contra Microsoft. 29/11/25 Alibaba irrumpe en el mercado de gafas inteligentes con las nuevas Quark AI. 29/11/25 Google retira su denuncia contra Microsoft en la nube mientras avanza la investigación de la UE. 30/11/25 La UE estudia si Apple Ads y Apple Maps deben cumplir las reglas estrictas de la DMA. 30/11/25 Huawei y ZTE consolidan contratos 5G en Vietnam tras los aranceles de EE.UU.

Det er meget snart december, og derfor har vi i denne uge udvalgt denne artikel til dig: Politikens Simon Lund og Pernille Jensen anmelder intet mindre end 24 spritnye julesange. Hvem skraber bunden? Hvem får topkarakter? Og er de to musikanmeldere overhovedet enige om, hvorvidt julen er en hyggelig eller en forfærdelig tid? Byd dig selv på en pebernød og lyt med ... ------------ Og husk: Artiklen er bare en af de mange artikler, vi læser op, og som kan høres direkte i Politikens podcast-app, så snart de udkommer. Du skal være abonnent for at lytte med. Og det kan du nemt blive ved at gå ind på politiken.dk/shopSee omnystudio.com/listener for privacy information.

เคยสงสัยไหมว่า ในโลกของการลงทุน อะไรคือเกณฑ์ตัดสินมูลค่าของบริษัทหนึ่งกันแน่ คำตอบแบบกำปั้นทุบดินก็คือ “กำไร” และ “การเติบโต” แต่ถ้าเราลองกางตัวเลขของอุตสาหกรรมยานยนต์ไฟฟ้า หรือ EV ในปี 2025 ดู เราจะพบกับความย้อนแย้งที่น่าเหลือเชื่อ จนอาจต้องตั้งคำถามกับตำราเศรษฐศาสตร์ที่เคยเรียนมา เรื่องราวนี้มีตัวละครเอกอยู่สองฝั่ง ฝั่งหนึ่งคือ BYD ยักษ์ใหญ่จากประเทศจีน ที่เวลานี้กลายเป็นผู้ผลิตรถยนต์ไฟฟ้าที่มียอดขายมากที่สุดในโลก อีกฝั่งหนึ่งคือ Tesla ผู้บุกเบิกจากสหรัฐอเมริกา ที่ครั้งหนึ่งเคยไร้คู่ต่อกร ภาพตัดมาที่ปี 2025 บนกระดานคะแนนยอดขาย BYD กำลังทิ้งห่าง Tesla แบบไม่เห็นฝุ่น ในครึ่งปีแรก BYD ขายรถไปได้ถึง 2.15 ล้านคัน ในขณะที่ Tesla ทำได้เพียง 0.78 ล้านคัน ถ้ามองทั้งปี 2024 ที่ผ่านมา BYD กวาดไประดับ 4.2 ล้านคัน มากกว่า Tesla ถึง 2 เท่าตัว แถมรายได้รวมของ BYD ก็แซงหน้า Tesla ไปแล้วถึง 26,000 ล้านดอลลาร์ ถ้าดูแค่บรรทัดนี้ ใครๆ ก็คงคิดว่า BYD คือผู้ชนะที่แท้จริง และน่าจะเป็นบริษัทที่มีมูลค่ามากที่สุดในโลกยานยนต์ แต่ความเป็นจริงกลับตาลปัตร ในตลาดหุ้น มูลค่าบริษัท หรือ Market Cap ของ Tesla กลับยืนตระหง่านอยู่ที่ระดับ 1.43 ล้านล้านดอลลาร์ ในขณะที่ BYD มีมูลค่าอยู่ที่ประมาณ 130 ถึง 150 พันล้านดอลลาร์ ตัวเลขนี้บอกอะไรเรา มันบอกว่า นักลงทุนให้ค่า Tesla มากกว่า BYD ถึง 7 ถึง 10 เท่า ทั้งที่ขายรถได้น้อยกว่าครึ่งหนึ่ง ทำไมถึงเป็นแบบนั้น มันไม่ใช่แค่เรื่องของความลำเอียง หรือความเชื่อมั่นในตัวบุคคลอย่าง Elon Musk เพียงอย่างเดียว แต่มันคือเรื่องของ “ปรัชญาการทำธุรกิจ” ที่แตกต่างกันอย่างสุดขั้ว ราวกับเป็นคนละศาสนา วันนี้เราจะมาแกะรอยวิธีคิดของสองมหาอำนาจนี้ ว่าทำไมบริษัทหนึ่งถึงเน้นขายแพงเพื่อเอากำไร ในขณะที่อีกบริษัทหนึ่งยอมเฉือนเนื้อตัวเองเพื่อยึดครองโลก และบทสรุปของสงครามครั้งนี้ จะจบลงที่ตรงไหน เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Tesla #BYD #EV #รถยนต์ไฟฟ้า #การลงทุน #หุ้นต่างประเทศ #ธุรกิจ #Technology #ElonMusk #ChinaEV #USStock #เศรษฐกิจโลก #รถจีน #ยานยนต์ไฟฟ้า #วิเคราะห์หุ้น #BusinessCase #StartUp #Innovation #FutureOfMobility #geekmonday #geekforeverpodcast

Send us your feedback In this episode, Technology Partner Kate Cruickshank sits down with Buddhika Rajapakse, Associate Director at Concept Consulting, to explore the untapped potential of Vehicle-to-Grid (V2G) technology in New Zealand and discuss the key findings from the recently released multi-client report Powerful Potential: New Zealand's Vehicle-to-Grid Opportunity.[01:14] Kate and Buddhika consider the fundamentals of bi-directional electric vehicle (EV) charging and why EV batteries represent a unique and flexible energy storage opportunity. They explain that, beyond powering a car, an EV battery can also be used in certain circumstances to supply electricity to appliances, homes, businesses, and even feed energy back into the grid. The conversation breaks down the different bidirectional applications (vehicle-to-load (V2L), vehicle-to-home/premises (V2H/V2P), and vehicle-to-grid (V2G)) and how each works in practice.[06:45] Buddhika discusses the critical technology stack required for V2G to succeed, including V2G-capable EVs, chargers, smart retail offerings, and interoperable software, emphasising the importance of each layer working in synchronicity.[10:02] They then turn to the report itself, outlining the drivers behind its development, the sector-wide collaboration that shaped it, and the modelling used to quantify the value V2G could unlock across the transmission and distribution electricity value chain, the wholesale market and generation and also for individual consumers.[13:11] Kate and Buddhika consider the consumer experience as a critical factor for the success of V2G uptake, highlighting the need for simple, compelling consumer information and offerings. Buddhika points out the UK's EV-as-a-service type model from Octopus Energy and BYD as a leading example that make V2G effortless and attractive for consumers.[17:04] Finally, they consider what industry participants should be focusing on next, including the importance of national and Trans-Tasman alignment on standards, and the long-term outlook where the use of V2G technologies could significantly enhance grid resilience and flexibility.Information in this episode is accurate as at the date of recording, 6 November 2025.Please contact Kate Cruickshank or our Technology team if you need legal advice and guidance on any of the topics discussed in the episode. And don't forget to rate, review or follow MinterEllisonRuddWatts wherever you get your podcasts. You can also email us directly at techsuite@minterellison.co.nz and sign up to receive technology updates via your inbox here.  Additional resources Powerful Potential: New Zealand's Vehicle-to-Grid Opportunity – 25 September 2025For show notes and additional resources visit minterellison.co.nz/podcasts

Az éghajlatváltozás új migrációs hulláma Pályára állt a magyar diákok által készített Hunity kisműhold Nagy bejelentés: meghosszabbítják a hazai villanyautó-támogatást ? A BYD legújabb villanyautóit olyan gyorsan lehet tölteni, mint egy benzinest tankolni Orvostechnológiai kutatásokban működhet együtt a Széchenyi István Egyetem az olasz Sienai Egyetemmel Akár két évig is eltarthat a bajkonuri kilövőállás javítása Mutatjuk, mire használják a magyar cégek a mesterséges intelligenciát - Egy szavazás eredményei Kiszivárgott: hirdetések jöhetnek a ChatGPT-be, és nagyon úgy fest, hogy ez már eldőlt A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Az éghajlatváltozás új migrációs hulláma Pályára állt a magyar diákok által készített Hunity kisműhold Nagy bejelentés: meghosszabbítják a hazai villanyautó-támogatást ? A BYD legújabb villanyautóit olyan gyorsan lehet tölteni, mint egy benzinest tankolni Orvostechnológiai kutatásokban működhet együtt a Széchenyi István Egyetem az olasz Sienai Egyetemmel Akár két évig is eltarthat a bajkonuri kilövőállás javítása Mutatjuk, mire használják a magyar cégek a mesterséges intelligenciát - Egy szavazás eredményei Kiszivárgott: hirdetések jöhetnek a ChatGPT-be, és nagyon úgy fest, hogy ez már eldőlt A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

durée : 00:19:45 - Cultures Monde - par : Mélanie Chalandon, Julie Gacon - Au cœur de la Chine, la ville industrielle de Zhengzhou a vu ouvrir une gigafactory de la marque d'automobiles chinoise BYD. Inaugurée en grande pompe, cette zone industrielle témoigne de la force acquise par la marque depuis quelques années, ainsi que du tournant électrique chinois. - réalisation : Vivian Lecuivre, Margot Page - invités : Enguerrand Armanet Journaliste au Figaro

A Black Friday se tornou o maior teste de estresse para qualquer operação digital e, cada vez mais, a diferença entre perder clientes e aproveitar o pico está na capacidade de escalar, analisar dados em tempo real e oferecer um atendimento realmente humano. No novo episódio do Podcast Canaltech, produzido em parceria com a AWS, conversamos com Alexandre Nardi, Solutions Architect Manager da empresa, sobre como IA generativa, computação em nuvem e análise de dados estão redefinindo o varejo e orientando decisões mais rápidas e eficientes. Ao longo da entrevista, Nardi explica como a AWS ajuda negócios a: Delegar o “trabalho pesado” para a nuvem Escalar ambientes sem risco de queda em picos como a Black Friday Personalizar o atendimento com agentes de IA que usam o tom de voz da marca Transformar dados de estoque, vendas e comportamento do cliente em ações práticas Reduzir custos e aumentar margem usando IA de forma estratégica Utilizar soluções como Amazon Bedrock e Amazon Q Developer no dia a dia O episódio também traz o case da IEL GO, que usou o Amazon Bedrock para acelerar entrevistas e melhorar processos de avaliação de candidatos com apoio de IA generativa, mantendo o especialista humano no centro da decisão. Clique aqui e acesse um E-book com as melhores práticas para a Black Friday e fale diretamente com um especialista da AWS para aplicar essas estratégias no seu negócio. Você também vai conferir: Nova picape elétrica da Ford quer peitar a BYD, Intel revela primeiros detalhes do Wi-Fi 8, companhias aéreas proíbem uso de power banks a bordo, Crianças viram alvo de apps-espiões e Photoshop chega ao Chrome com extensão oficial. Este podcast foi roteirizado por Fernada Santos e apresentado por Fernanda Santos e Adriano Ponte e contou com reportagens de Danielle Cassita, Raphael Giannotti,Jaqueline Sousa e Viviane França, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

1/4  Author Charles Burton Recounts MSS Interrogation; Details Canada's Decade of Failing to Counter Chinese Malign Activity — Charles Burton — Burton recounts his 2018 interrogation by China's Ministry of State Securityregarding his academic research on Chinese political democratization. He asserts that successive Canadian governments have consistently failed to challenge Beijing's malign operations. Burton cites slow responses to Huawei 5G concerns, government secrecy surrounding the Wuhan-Winnipeg laboratory connections during COVID-19, and current resistance to subsidized BYD electric vehicles, which function as surveillance and data collection tools.

SHOW 11-26-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1959 THE SHOW BEGINS IN THE DOUBTS ABOUT STEE WITKOFF FIRST HOUR 9-915 Trump Envoy's Leaked Negotiations Undermine Ukraine Sovereignty; NATO Grapples with Political Will and Manpower Gaps — Colonel Jeff McCausland — Colonel McCausland analyzes leaked details revealing Trumpenvoy Steve Witkoff coaching Russian negotiators and proposing Ukrainian territorial concessions, violating fundamental negotiation principles. McCausland believes the war's continuation is the most probable outcome given these dynamics. McCausland assesses NATO readiness, concluding that while economic components exist, political will remains crucial. He condemns the DoD's attempt to prosecute Senator Kelly for citing Uniform Code of Military Justice (UCMJ) principles. C915-930 CONTINUED Trump Envoy's Leaked Negotiations Undermine Ukraine Sovereignty; NATO Grapples with Political Will and Manpower Gaps — Colonel Jeff McCausland — 930-945 Hyper-Individualism Since 1968 Has Fractured Civic Communion, Demands Rebuilding of Formative Institutions— Richard Reinsch — Reinsch argues that American politics is fundamentally undermined by a culture of hyper-individualism—a concept emerging around 1968—that divorces citizens from duty, sacrifice, and relational belonging. This cultural fragmentation has destroyed "civic communion" and social cohesion. To reclaim the republic, Reinschcontends citizens must actively resist the breakdown of formative institutions and work to restore loyalty and commitment through religion, education, family, and military service. 945-1000 SECOND HOUR 10-1015 China's Property Crisis Deepens as State-Owned Giant Vanke Plunges; Export Model Creates International Friction — Fraser Howie — Howie documents the deepening property market crisis, evidenced by the financial collapse of state-owned developer Vanke. The central government avoids massive bailout commitments, converting acute sectoral problems into chronic structural drags that leave municipal and regional banks dangerously exposed. Howie notes that the government's current strategy—relying on massive export volumes—is generating significant international friction and pushback, as other nations fear being "swamped by cheap Chinese imports" and demand market access reciprocity. 1015-1030 PLA Anti-Submarine Warfare Grows, But Taiwan Conflict Will Immediately Escalate to Total War for Ryukyu Islands — Rick Fisher — Fisher notes that the PLA Navy has invested heavily in advanced anti-submarine warfare (ASW) capabilities. However, Japan maintains a meaningful deterrent margin through its new lithium-battery powered submarines. Fisher warns that China cannot impose an effective blockade of Taiwan without invading and occupying the Sakushima Islands (part of the Ryukyu chain), guaranteeing that any conflict over Taiwan's status will immediately transition into total, wider warfare involving Japan and the United States. C 1030-104C Canada's PM Carney Pursues China Trade Ties Despite Warnings of Beijing's Malign Influence and Elite Capture— Charles Burton — Burton analyzes Prime Minister Carney's efforts to strengthen trade relations with China, potentially to offset escalating tensions with the U.S. Burton suggests Carney assumes China will reward policy concessions by opening its markets, though historical precedent demonstrates China routinely offers empty promises. Burton expresses concern that the government is delaying implementation of a Foreign Influence Registry to appease Beijing, enabling continued espionage, infiltration operations, and the "elite capture" of Canadian policy makers. 1045-1100 China's AI War Planning Focuses on Deception, Raises Global Thermonuclear Risk — General Blaine Holt — General Holt examines China's PLA war planning, which prioritizes using artificial intelligence for grand deception operations. He argues that fifth-generation warfare, leveraging deepfakes and large language models, is potentially more destructive than nuclear weapons. Holt warns that autonomous AI systems adjudicating warfare decisions—analogous to WarGames—represents a probable future scenario. He assesses NATO as "slow and archaic," underscoring the urgent need for advanced indicators, warning systems, and diplomatic frameworks to manage emerging technological threats. THIRD HOUR 1100-1115 Author Charles Burton Recounts MSS Interrogation; Details Canada's Decade of Failing to Counter Chinese Malign Activity — Charles Burton — Burton recounts his 2018 interrogation by China's Ministry of State Securityregarding his academic research on Chinese political democratization. He asserts that successive Canadian governments have consistently failed to challenge Beijing's malign operations. Burton cites slow responses to Huawei 5G concerns, government secrecy surrounding the Wuhan-Winnipeg laboratory connections during COVID-19, and current resistance to subsidized BYD electric vehicles, which function as surveillance and data collection tools. 1115-1130 1130-1145 1145-1200 FOURTH HOUR 12-1215 UK Tax Hikes Reach All-Time High, Fueling Entrepreneur Exodus and Political Turmoil for Labor Party — Simon Constable — Constable reports that the UK Labour budget under Rachel Reeves will raise the aggregate tax burden to an all-time high of 38% of GDP. This approach is viewed as fundamentally anti-business, with over two-thirds of entrepreneurs reporting that the government lacks genuine support for wealth creation and private enterprise. Constable predicts this environment will trigger an exodus of new wealth creators and capital. Constable suggests the resulting political turmoil positions Nigel Farage as a credible contender for future UKleadership. 1215-1230 Sanctions Hit Russian Economy Hard as Middlemen Charge Massive Premiums for Imports and Demand Huge Energy Discounts — Michael Bernstam — Bernstam details how countries including China and Turkey exploit Russia's economic isolation through sanctions. China demands oil discounts of up to $19 per barrel while simultaneously charging an 87% premium for manufactured goods exported to Russia. This arbitrage mechanism has contributed to a severe recession in Russia's civilian economy (5.4% contraction). Russia has increasingly relied on gold reserves to cover government budget deficits and sustain essential spending. 1230-1245 1245-100 AM SpaceX Explosion, Chinese Stranding Highlight Private Space Successes and Major Space Failures — Bob Zimmerman — Zimmerman reports on a SpaceX Super Heavy prototype explosion during testing, emphasizing that engineering failures are vital mechanisms for program advancement and refinement. In stark contrast, the Chinese space program's lack of transparency regarding capsule damage resulted in taikonauts being stranded without functional lifeboat capability—a historic first in crewed spaceflight. Boeing's Starliner manned capsule program was downgraded to cargo-only operations due to persistent technical deficiencies, resulting in substantially reduced contract valuation.

#533 3 Wheels On My Wagon. We discuss trikes, a good or a bad idea, and why don't we see them anymore? Alex goes to China with BYD and Abu Dhabi with A2RL. Plus: McLaren sign Ella Hakkinen. And the Chancellor introduces eVED.

26/11 Wall Street chiusa per Thanksgiving. Si festeggia in anticipo: quarta seduta in verde, Apple da record. S&P e Dow cancellano le perdite di novembre grazie alla FED. Beige Book, le ombre dell'AI sul lavoro. Bitcoin sopra 92.000 dollari, crolla il Vix. In Asia, indici positivi: record per la borsa indiana. Il Pentagono mette in discussione Alibaba, Baidu e BYD. Crolla Cina Vanke. Futures contrastati in Europa, oggi minute Bce sotto i riflettori MFE. Il mercato premia la Reeves. Tether: il downgrade di S&P e la risposta di Paolo Ardoino.  Learn more about your ad choices. Visit megaphone.fm/adchoices

En esta emisión de Autos y Más, arrancamos con las noticias más relevantes del mundo del motor, platicamos de la subasta del lote histórico con piezas únicas de Renault y comentamos que BYD descarta la apertura de una planta de producción en México. No dejes de escuchar la transmisión en vivo porque tendremos muchos regalos, recuerda sintonizar de lunes a viernes de 8 a 9 pm y sábados de 10 am a 12 pm por tu estación favorita MVS Noticias en el 102.5 de tu FM.See omnystudio.com/listener for privacy information.

In this episode of Excess Returns, we sit down with Louis-Vincent Gave of Gavekal Research for one of the most wide-ranging and eye-opening conversations we have ever hosted. Louis breaks down how China transformed its economy over the last seven years, why Western observers consistently misunderstand the country's growth model, and what this means for global markets, AI competition, supply chains, currencies, energy, demographics, and the next decade of investing. If you want a clearer picture of China, global macro dynamics, and the forces shaping markets today, this is essential viewing.Topics covered in this episode:• Why Western investors misread China's economy• China's response to the US semiconductor embargo• How China redirected all lending toward industry• The scale and speed of China's move up the value chain• China's EV dominance and the BYD vs. Tesla comparison• The new global deflation and reflation forces• Why China now looks like the US did in 2009• Energy, labor, and industrial competitiveness• China's open-source AI approach vs. America's closed systems• “Hunger Games” capitalism and the impact on investors• Where foreign investors consistently get China wrong• The RMB as the most mispriced major asset• How China's demographics shape policy and markets• Why fears of a Taiwan conflict are overblown• How Louis is positioning for China's next bull marketTimestamps:00:00 China's economic shock and the US semiconductor embargo02:00 What the West gets wrong about China04:00 Competition, local governments, and industrial incentives06:10 China's lending shift: real estate to industry08:00 China's rapid climb up the value chain10:00 BYD vs Tesla and China's engineering surge12:30 The global deflationary shock and US–China tensions15:00 From defense to offense: China's policy pivot17:00 China's reflation and emerging market implications18:20 Scarcity of energy, labor, and time21:00 China's cost advantages vs the US24:00 Comparing AI strategies: open vs closed systems28:00 “Hunger Games” capitalism in China31:30 Investing challenges and opportunities in China34:00 China's new high-tech niche champions37:00 Capital-light Chinese AI vs US capital intensity40:30 Rethinking US-China blocs and global alliances44:00 Why Europe will be torn apart by the next phase45:30 Will China outperform the US over the next decade?47:00 The massively undervalued RMB49:00 China's barbell investment setup50:00 China's demographic crisis and policy response53:00 Taiwan risk: myth vs reality58:00 How Louis could be wrong01:00:40 Louis's contrarian investing belief01:02:00 Louis's one lesson for investors

- Mercedes AMG GT Shows Off Axial Flux Motors - RIP Bollinger Motors - Tariffs Anyone? Audi Q3 Gets $3,900 Price Hike - Tesla Sales Plummet 50% In Europe - Republicans Target U.S. Safety Standards - Li Auto Turns from Profits to Red Ink - Great Wall Eyes European Plant - Leapmotor Enters Brazil and Chile - BYD Brazil Plans Big Capacity Expansion

- Mercedes AMG GT Shows Off Axial Flux Motors - RIP Bollinger Motors - Tariffs Anyone? Audi Q3 Gets $3,900 Price Hike - Tesla Sales Plummet 50% In Europe - Republicans Target U.S. Safety Standards - Li Auto Turns from Profits to Red Ink - Great Wall Eyes European Plant - Leapmotor Enters Brazil and Chile - BYD Brazil Plans Big Capacity Expansion

Matt puts the MGS6 EV through its paces this week — MG's bold new electric SUV and a direct challenger to the Skoda Enyaq. He and George also take a look at some seriously muscular new EVs, including the Porsche Cayenne Electric, the 641bhp Jeep Recon, and the UK-bound Denza Z from BYD's ultra-premium brand.Balancing the madness, the pair explore the Nio Firefly, a far more sensible compact hatch that could be the next big rival to the Renault 5. There's also news of another £1.3bn going into the Electric Car Grant — but is the money being spent in the right place?

Plus: Best Buy raises outlook as consumers shrug off tariff costs. And Chinese automaker BYD's European sales continue to grow. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

I know nothing about cars. I don't even know how to drive. So obviously my guest today is freelance motoring journalist and editor of The Redline, Peter Anderson — because a lot has been happening in the auto industry, right? I might learn something.In this episode we talk about cars. Obviously. Especially about the gradual but inevitable shift to electric vehicles. There's the rise of China's auto manufacturing industry, and other countries too, and of course that man and his electric car company and his $1 trillion compensation package.We also discuss contentment and what it means for us, as well as the joy of minimalism, and even bipolar II disorder.Full podcast details and credits at:https://the9pmedict.com/edict/00256/Please consider supporting the podcast by pledging to our seasonal crowdfunding campaign by 10 December 2025.https://the9pmedict.com/summer2025If you miss that deadline then please go to:https://the9pmedict.com/tip/https://skank.com.au/subscribe/

- Ford Assures Shareholders Over Novelis Fire - Ford Launches HD Electrics in Europe - GAC Starts Solid-State Pilot Line - BYD Turns to PHEV Boxer Engine - Changan Buys Hyundai Assembly Plant in China - VW To Launch EREV In China - GM China Previews Future Designs

- Ford Assures Shareholders Over Novelis Fire - Ford Launches HD Electrics in Europe - GAC Starts Solid-State Pilot Line - BYD Turns to PHEV Boxer Engine - Changan Buys Hyundai Assembly Plant in China - VW To Launch EREV In China - GM China Previews Future Designs

This week, Stephen Collins, Chief Operating Officer - BYD Australia & New Zealand joins the Two Blokes. We talk about the new Atto 1 and Atto 2 and their aggressive pricing. As well as what the future long and short term is for BYD as a car brand in Australia. Thanks to NRMA Insurance and Uniden Smart Dashcams, plus, you can be part of the show, thanks to Vodafone, send us a text message on 0477 657 657

Millî Dayanışma, Kardeşlik ve Demokrasi Komisyonu yaptığı oylamada İmralı'ya heyet gönderilmesi kararı aldı. Zelenski, ABD'nin barış planına dair açıklamasında ortaklığı kaybetme riskini vurguladı.Bu bölüm BYD hakkında reklam içermektedir. Dünyanın bir numaralı yeni enerji araç üreticisi BYD, yüksek performanslı, tamamen elektrikli sportif D-SUV modeli BYD SEALION 7'yi Kasım ayında satışa çıkardı. Ayrıntılı bilgiye buradan ulaşabilirsiniz.

NIO reports Q3 2025 earnings on November 25, 2025, just two days away, with the entire market watching whether the company can achieve its first quarterly profit in Q4 2025. This episode examines how Cathie Wood's foundational EV investment thesis is being tested by current lithium carbonate price surges and what it means for NIO's path to profitability.Cathie Wood and ARK Invest built their entire EV bull case on Wright's Law, which states that battery costs decline 28 percent for every cumulative doubling of production volume. This is not time-based like Moore's Law but volume-based, meaning more units produced equals predictably lower costs. In ARK's Big Ideas 2024 report published February 2024, Cathie Wood predicted electric vehicles would reach 74 million units annually by 2030, up from 10 million in 2023, representing a 33 percent compound annual growth rate. The key driver is falling battery costs making EVs cheaper than gasoline vehicles, with ARK projecting 1.4 trillion dollars in annual EV revenue by 2030 and 140 billion dollars in industry EBITDA.However, lithium carbonate prices have surged to 100,000 yuan per ton in November 2025, up 70 percent from 58,500 yuan in June 2025. The most-active lithium carbonate futures contract on Guangzhou Futures Exchange jumped 9 percent in a single session to 95,200 yuan on November 17. Ganfeng Lithium Chairman Li Liangbin predicted that if demand growth exceeds 30 to 40 percent in 2026, supply cannot be balanced in the short term and prices may reach 150,000 to 200,000 yuan per ton, effectively doubling from current levels.Four factors are driving the lithium price surge: First, China's purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year. Second, energy storage demand is stealing automotive supply with China's energy storage lithium battery shipments reaching 430 GWh in the first nine months of 2025, exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs. Third, supply is stalling with China's lithium carbonate output growth slowing to 1.4 percent in November and the Jiangxiawo mine producing 65,000 tons annually or 6 percent of global supply shut down since August. Fourth, social lithium carbonate inventories declined for 13 consecutive weeks to a record low of 28.1 days turnover versus healthy levels of 45-60 days.In October 2025, Cathie Wood's ARK Autonomous Technology and Robotics ETF purchased 124,523 shares of BYD valued at 1.7 million dollars. BYD now represents 1.06 percent of ARK's combined portfolio at 14.5 million dollars. This is significant because BYD overtook Tesla in global battery electric vehicle deliveries with Q4 2024 deliveries of 595,000 units versus Tesla's 496,000 units. BYD's revenue outpaced Tesla's in 2024 and BYD recently unveiled chargers four times more powerful than Tesla's capable of 5-minute charging. Critically, BYD vertically integrates battery production by manufacturing their own Blade batteries in-house, meaning when lithium prices spike BYD controls their entire supply chain unlike Tesla or NIO who rely on external suppliers.The central question is whether Wright's Law breaks under lithium price pressure. The answer is no but it bends temporarily for four reasons: First, lithium is one input not the entire battery pack which includes cells, battery management systems, thermal management and housing, so even if lithium doubles overall pack costs might only increase 30-40 percent while other components continue declining. Second, oversupply is temporary with global lithium supply projected at 1.7 million tons versus 1.55 million tons demand leaving a 200,000 ton surplus, and as prices rise idle

#podcasters #Tecnología #Noticias #México #iPhone #tendenciasmexico En este episodio repasamos las noticias más llamativas de la semana. Iniciamos con los detalles de la cobertura por robo y pérdida de iPhone en México. Después analizamos el primer "Oscar" de Tom Cruise, los planes de BYD para instalar una planta en México y la salida de ESPN de Disney+. Revisamos una nueva iniciativa en la Cámara de Diputados, el esperado Galaxy TriFold, y los Clips de Mercado Libre que se han convertido en una herramienta clave para vendedores.También hablamos del video viral de Chirey, la nueva memoria de SanDisk, el inesperado regreso de Vine y la caída reciente de las cryptos. Cerramos con una recomendación web para amantes de la música y nuevas series sugeridas por Matuk.Más información de Asus:b2b_mx@asus.comAsus.com/mxKaspersky: https://kas.pr/619nCupón: NosotrosClonesPLAYLIST Rolones: https://acortar.link/syEyR7Liga de Matuk: https://everynoise.com

NIO reports Q3 2025 earnings on November 25, 2025, just five days away, with all eyes on whether the company can achieve its first quarterly profit in Q4 despite an escalating battery supply crisis. This episode provides a critical update on the battery shortage situation that has worsened significantly since last week.The battery crisis has reached new levels of desperation. Purchasing managers from major Chinese automakers are now stationed outside CATL headquarters carrying their company seals, booking hotels nearby, and moving their purchasing offices next to battery factories. Senior executives are personally leading battery task forces to secure supply. XPeng CEO He Xiaopeng revealed he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure allocation.CATL reported Q3 2025 revenue of RMB 104.186 billion, up 12.9 percent year-over-year, with net profit of RMB 18.549 billion, up 41.21 percent. The company was operating around the clock in October with production capacity almost unsustainable. JP Morgan's supply-demand model shows power battery industry capacity utilization will exceed 80 percent for the first time since 2022.The crisis is concentrated in two areas: high-nickel ternary batteries used in premium models priced above 300,000 yuan including NIO ES8, Li Auto L8, Xiaomi SU7 Ultra, and Aito M7/M9, plus lithium iron phosphate batteries being diverted from automotive to energy storage applications.Lithium carbonate futures prices have surged 20 percent over the past month, with the most-active contract on Guangzhou Futures Exchange jumping 9 percent in a single session to 95,200 yuan per ton on November 17, approaching the psychological 100,000 yuan threshold. Since November alone, lithium has accumulated nearly 17 percent gains. Ganfeng Lithium Group Chairman Li Liangbin predicted 30 percent demand growth next year, with scenarios projecting lithium could reach 150,000 to 200,000 yuan per ton if demand accelerates.Four factors are driving the lithium price surge: First, China's energy storage lithium battery shipments reached 165 GWh in Q3 2025, up 65 percent year-over-year, with first nine months totaling 430 GWh exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs, creating competition for supply. Second, China's lithium carbonate output growth slowed to 1.4 percent in November while social inventories declined for 13 consecutive weeks, falling to a record low of 28.1 days turnover versus healthy levels of 45-60 days. Third, China's Jiangxiawo lithium mine producing 65,000 tons annually has been shut since August due to expired permits, removing 7,000 tons per month or roughly 10 percent of domestic supply. Fourth, purchase tax policy changes are front-loading demand with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year.Tesla Shanghai Gigafactory celebrated its 5 millionth battery pack rolling off the line on November 12, 2025. Tesla independently develops cell chemistry and designs battery pack structure but sources cells from CATL and LG Energy Solution rather than manufacturing in-house. This represents a hybrid self-reliance strategy. However, Tesla's October retail sales in China fell to 26,006 units, the lowest since November 2022, down 35.76 percent year-over-year and 63.64 percent month-over-month, indicating demand problems rather than supply constraints.Automakers are responding with three self-rescue strategies: First, the self-reliant approach represented by Tesla and BYD who develop their own batteries. NIO once pursued this but stopped due to huge R&D costs and is now planning to spin off its battery manufacturing department. Second, the joint venture approach like Li Auto partnering with Sunwoda

O Podcast Canaltech visitou o iSOC, o centro de operações da SegurPro que monitora mais de 5 mil pontos em diferentes regiões do Brasil. A estrutura reúne câmeras, sensores, análise de vídeo e equipes especializadas em um modelo de atuação híbrido. No episódio, o repórter Marcelo Fischer conversa com Gustavo Onozato, diretor de Negócio e Tecnologia da SegurPro, sobre como o iSOC evoluiu desde 2020, o papel da inteligência artificial na análise de ocorrências, casos reais de incidentes prevenidos e o uso de dados para apoiar clientes e eventos de grande porte. Onozato também explica como a empresa treina equipes para lidar com novas tecnologias e como os dados se tornaram parte central da operação de segurança. Você também vai conferir: Google abre mentoria global para desenvolvedores de apps, BYD bate 100 mil elétricos no Brasil e assume a liderança, Xiaomi alerta: celulares vão ficar bem mais caros, Magalu e Americanas unem marketplaces antes da Black Friday e fechadura brasileira lê veias da mão e aposenta a digital. Este podcast foi roteirizado por Fernada Santos e apresentado por Marcelo Fischer e contou com reportagens de André Lourentti, Danielle Cassita, Vinicius Moschen, Marcelo Fischer e Leo Muller, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Wendy Knowler about the uncertainty surrounding electric vehicle sales in South Africa, noting that while Naamsa reports 3,251 units sold over the past five years, 1,257 of them last year, Chinese manufacturer BYD does not disclose its figures, and questioning whether it’s reasonable to expect local manufacturers to keep battery components in stock to avoid long delays for customers needing replacements. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

#339 – Autotelefon-Autorätsel: Welche Autohersteller produzieren aktuell (bzw. schon bald) in der Slowakei? Heute sind wir geografisch unterwegs und Paul-Janosch berichtet von seinem Besuch im 80.000-Einwohner-Städtchen Žilina. Dort rollt neben dem Kia Sportage auch der EV4 vom Band; demnächst gesellt sich noch der EV2 dazu. Außerdem sprechen wir über ein paar technische Feinheiten des Plug-in-Hybrids von BYD und über die neue DC-Ladesäulen-Strategie von Aldi Süd. Hosts: Paul-Janosch Ersing, Michael Blumenstein Ferrari SF90 Stradale: Mit dem neuen originalgetreuen 3D Puzzle im Maßstab 1:18 von Ravensburger kommen Automobil-Enthusiast:innen auch im eigenen Wohnzimmer auf ihre Kosten. „Den neuen Serien-Supersportwagen“ nennt Ferrari das Modell mit moderner Plug-in-Hybridtechnologie. Bei der Ravensburger-Version versprechen 108 Puzzle- sowie 53 Zubehör-Teile rasanten Konstruktionsspaß. #3DPuzzle #Modell #Ferrari #3DPuzzles Link: https://www.ravensburger.de/de-DE/produkte/3d-puzzle/3d-puzzle-autos/iconics-ferrari-sf90-stradale-12008041 // Wer lesen kann, ist klar im Vorteil? Zumindest unsere Podcast-Hörer*innen wissen Bescheid und können sich auf https://www.autotelefon-podcast.de auch mit dem geschriebenen Wort auseinandersetzen. Wir nennen es Lektüre. Jede Woche neue Themen zum Nachlesen!

- UAW Monitor Criticizes Fain's Leadership - Ford Shows Off New Global Headquarters - Audi To Develop SUV On Scout Platform - Tesla Tells Suppliers to Ditch China Content - Chinese Car Exports to Russia Plummet - China's Global Car Exports Soar - Japanese Control of Southeast Asia Car Market Evaporates - BYD Introduces Kei Car for Japan - EV Acceleration Limit Poll Results

- UAW Monitor Criticizes Fain's Leadership - Ford Shows Off New Global Headquarters - Audi To Develop SUV On Scout Platform - Tesla Tells Suppliers to Ditch China Content - Chinese Car Exports to Russia Plummet - China's Global Car Exports Soar - Japanese Control of Southeast Asia Car Market Evaporates - BYD Introduces Kei Car for Japan - EV Acceleration Limit Poll Results

Brasileiro instala bateria de BYD em casa para criar sistema solar doméstico; Uber e iFood se unem e iniciam integração entre apps; veja como vai funcionar. Homem que hackeou Musk e Obama terá que devolver R$ 29 milhões em bitcoin, Tim Cook vai deixar cargo de CEO da Apple em 2026, diz jornal e Project Prometheus: ex-Amazon, Jeff Bezos vira CEO da startup de IA.

Dette afsnit er for en sjælden gangs skyld et nedslag på to forskellige dage i henholdsvis København og i Skuldborg. Først skal vi en tur med VVIP'erne til bogmesse. Dernæst står den på nissejagt, når Klavs holder møde med Hip hop Vibeke. Årets nisseafbræning kræver nemlige mere end én nisse.Til sidst i afsnittet har teknikchef indkaldt Klavs Bundgaard til et logistikmøde - set fra et privat perspektiv. Afsnittet er lavet i samarbejde med Gyldendal, Andel Energi, BYD, Skuldborg Ældredans samt Pluto TV. Bliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1194: Today we're talking about the next generation of car buyers shaking up the F&I office, Jim Farley's humbling EV teardown that's reshaping Ford's strategy, and BYD's jaw-dropping megafactory in China that's literally larger than San Francisco. Show Notes with links:Born digital and raised on instant access, Gen Z is reshaping how dealerships sell protection, financing, and paperwork. CDK's 2025 F&I Shopper Study shows this generation demands transparency, security, and flexibility at every step.Gen Z buyers are twice as likely to purchase six or more F&I products compared to older generations.They're especially drawn to security and theft protection, with 29% selecting theft protection versus a 23% average.69% finance outside the dealership, often coming pre-approved with online or bank-based loans.Surprisingly, 53% still prefer paper signatures, though a quarter favor a hybrid process.“Dealers who adapt with flexibility, transparency, and security-focused offerings will capture Gen Z's loyalty — and their $12 trillion in future buying power,” the report concludes.Ford CEO Jim Farley says tearing apart Teslas and Chinese EVs was a “shocking” wake-up call that exposed how far traditional automakers must go to stay competitive — and why Ford can't afford to back down from electric vehicles.Teardowns of Tesla's Model 3 showed 1.6 km less wiring than Ford's Mach-E, proving how much efficiency Ford needed to gain.The discovery led Farley to create Ford's Model E division, which lost $5 billion in 2024 — but he stands by the decision: “I knew it was going to be brutal business-wise. But it was important for Ford's EV operations to be accountable to investors.”He's pushing for a culture shift at Ford: “My ethos is, take on the hardest problems as fast as you can and do it sometimes in public because you'll solve them quicker that way.”In a move that redefines the meaning of “mass production,” Chinese automaker BYD is building an EV complex in Zhengzhou so massive it will literally be bigger than the entire city of San Francisco.The Zhengzhou site will cover 50 square miles, surpassing San Francisco's 46.9, and include high-rises, sports facilities, and even housing — a “factory with a city attached to it.”The site will serve as a manufacturing and R&D hub, capable of producing hundreds of thousands of vehicles and components annually.BYD recently overtook Tesla in European EV sales and is aggressively targeting the UK and Japan next, with full European lineup availability by 2028.The project highlights China's strategy to scale vertically and geographically, blending manufacturing, housing, and logistJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

It's a solo show from Alan this week, and starts with lots of Follow Up. The FCA has extended the motor finance redress consultation, the UK car industry shows UKGov the high price of ending ECOS, and China has made an exception for some Nexperia chips.New News this week includes New Car Registration Figures for October, profit analysis for Bentley and Lamborghini, a new boss at Caterham, and cybersecurity gaps in Chinese buses.New New Car News looks at the just-unveiled Renault Twingo, some likely fleet favourites from BYD and a lot of shiny stuff at SEMA.Points of Interest bring us Jim and Siôn's epic charity adventure, and some lovely models from Autocar. We end up on a steamy story of an And Finally.

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thinking to help investors understand why narrative often matters more than numbers in macro investing.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Rupert discusses the British education philosophy: learning to learn rather than narrow vocational training, creating adaptable generalists who aren't limited by having "an amazing hammer where everything has to look like a nail"6:00 - Bearings collapse story: Fresh graduate Rupert spent his entire £400 bonus on a briefcase (still uses it 30 years later) hours before the 250-year-old merchant bank collapsed overnight due to Nick Leeson's derivatives trades11:00 - Key lesson from Bearings: "Things are never as bad as you fear or as good as you would hope" - the "we're so back, it's so over" cycle teaches moderation in expectations and avoiding extrapolation extremes16:00 - The mythology connection: Rupert's father, a military history writer, taught him that "most people don't really have a sense of history beyond about five or 10 years" - understanding cyclical patterns creates edge21:00 - Chinese EV revolution firsthand: Witnessing Mercedes lose luxury market dominance to BYD in China taught Rupert that establishment brands can fall faster than anyone expects when technology shifts33:00 - The generalist advantage: "I'm never baffled or scared of a new product, topic, market or theme" - breadth beats depth when markets constantly evolve and surprises come from unexpected directions45:00 - AI investment paradox: Despite machine learning being used in biotech for years, healthcare hasn't announced breakthrough cycles - this "monkey on my back" makes Rupert question AI hype narratives54:00 - On success: "Success has to be being proud of what you've done, right? And that's not a number. Some of the most miserable people I know are wealthier than God"Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Ledelsen i r8Dio plus Kirsten Birgit optager adventskalender til Pluto TV. Så Stjernen er fuld af folk. Marie Holm laver mad til programmet, Per Madsen passer på. Derudover er der et ungdomskommunalvalg i Stjernen. Og sidst men ikke mindst arbejder radios medarbejdere på højtryk i virvaret. Kristian Henriksen er mikrofonholder, og han har en lidt svær dag. Afsnittet er lavet i samarbejde med BYD, Pluto TV, Skuldborglisten og Andel EnergiBliv medlem: https://r8dio.dk/bliv-medlem/See omnystudio.com/listener for privacy information.

This week on Sinica, I chat with Lizzi Lee, a fellow on the Chinese economy at the Asia Society Policy Institute and one of the sharpest China analysts working today. We dig into the 4th Plenary Session of the 20th Party Congress and what it reveals about China's evolving growth model — particularly the much-discussed but often misunderstood push against "involution" in key sectors like EVs and solar. Lizzi walks us through the structural incentives driving overcompetition, from local government finance and VAT collection to the challenges of rebalancing supply and demand. We also discuss her recent Foreign Affairs piece on China's manufacturing model, why "overcapacity" is a misleading frame, the unexpected upsides of China's industrial strategy for the global green transition, and what happened at the Trump-Xi meeting in Busan. This is a conversation about getting beyond the binaries and understanding the actual mechanisms — and contradictions — shaping China's economic trajectory.4:43 – What Western reporting missed in the 4th Plenum communique 6:34 – The "anti-involution" push and what it really means 9:57 – Is China's domestic demand abnormally low? Context and comparisons 12:41 – Why cash transfers and consumption subsidies are running out of steam 15:00 – The supply-side approach: creating better products to drive demand 18:33 – GDP vs. GNI: why China is focusing on global corporate footprints 20:13 – Service exports and China's ascent along the global supply chain 24:02 – The People's Daily editorial on price wars and profit margins 27:31 – Why addressing involution is harder now than in 2015 29:56 – How China's VAT system incentivizes local governments to build entire supply chains 33:20 – The difficulty of reforming fiscal structures and local government finance 35:12 – What got lost in the Foreign Affairs editing process 38:14 – Why "overcapacity" is a misleading and morally loaded term 40:02 – The underappreciated upside: China's model and the global green transition 43:14 – How politically potent deindustrialization fears are in Washington and Brussels 46:29 – Industry self-discipline vs. structural reform: can moral suasion work? 50:15 – BYD's negotiating power and the squeeze on suppliers 53:54 – The Trump-Xi meeting in Busan: genuine thaw or tactical pause? 57:23 – Pete Hegseth's "God bless both China and the USA" tweet 1:00:01 – How China's leadership views Trump: transactional or unpredictable? 1:03:32 – The pragmatic off-ramp and what Paul Triolo predicted 1:05:26 – China's AI strategy: labor-augmenting vs. labor-replacing technology 1:08:13 – What systemic changes could realistically fix involution? 1:10:26 – Capital market reform and the challenge of decelerating slowly 1:12:36 – The "health first" strategy and investing in peoplePaying it forward: Paul TrioloRecommendations: Lizzi: Chokepoints: American Power in the Age of Economic Warfare by Edward Fishman Kaiser: Morning Coffee guitar practice book by Alex RockwellSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of The Everything Electric Podcast, Robert Llewellyn speaks with Sajid Hasan, Chief Product Officer for BYD Australia and New Zealand, about BYD's meteoric global growth, breakthrough EV technology, and why Australia is one of the most important proving grounds for the future of electric mobility.   From BYD's LFP Blade Battery and DMO Super Hybrid platform to the rollout of 1-megawatt "flash chargers" capable of adding 400km in just five minutes, Sajid reveals the innovations driving the brand's incredible success — and how they're changing the automotive industry forever.   Robert also discovers how BYD has overtaken Tesla in EV sales in Australia, achieved millions of NEV deliveries worldwide, and is pioneering Vehicle-to-Grid (V2G) technology that can turn your EV into a mobile power plant for your home.   0:00:00 - Introduction 0:00:47 - Sajid Hassan, BYD Australia& New Zealand 0:01:03 - Australia as an EV "Test Bed" and Export Market 0:01:43 - BYD's History and Global Scale 0:03:46 - The Staggering Size of BYD 0:05:06 - Why Right-Hand Drive Australia is a Key Market 0:06:33 - Australia as a Competitive "Proving Ground" 0:08:00 - Australia's Imported Car Market & Rise of Chinese Brands 0:10:45 - The Everyday User Experience: BYD Owners Who Just Drive 0:11:48 - EV Adoption Rate and Achieving Price Parity in Australia 0:12:59 - Battery Longevity, Vehicle Warranty, and Consumer Fears 0:14:04 - Deep Dive: The Benefits of BYD's LFP Blade Battery 0:14:50 - BYD: A Battery Company That Started Making Cars 0:15:37 - BYD's Vertical Integration (Semiconductors, Mines, etc.) 0:16:03 - The Future: V2G & Cars as "Mobile Power Plants" 0:16:46 - BYD's V2G Trial with Origin Energy and Amber in Australia 0:18:41 - Legislative Barriers Slowing V2G Adoption 0:20:49 - BYD's EV Sales Leader Status in Australia (vs. Tesla) 0:21:56 - The BYD Shark Ute and the DMO Hybrid Platform 0:23:19 - Explaining the "Electric First" DMO Super Hybrid 0:27:43 - The BYD Shark's Initial Success in the Ute Segment 0:28:31 - Addressing the PHEV Charging Misconception 0:30:35 - Servicing and the Legacy Dealership Model 0:31:59 - BYD's Rapidly Expanding Dealership Network (80+ Sites) 0:32:26 - Lower Maintenance Costs of Electric Vehicles 0:34:36 - The Future of Charging: BYD's 1 Megawatt "Flash Chargers" 0:35:54 - 400km Range in 5 Minutes: Charger Speed Comparison 0:37:02 - How Large Battery Packs Support Megawatt Charging 0:38:07 - Which Future BYD Model Will Get Megawatt Charging? 0:38:46 - The Quiet Revolution on China's Streets 0:41:41 - The Challenge of Loud ICE Vehicles in Australia 0:43:25 - Shifting Consumer Attitude and the "First Drive" Effect 0:44:39 - The Synergy of Solar Panels and EVs in Australia 0:46:50 - Have EV Costs Reached a Plateau? Battery Chemistry's Role 0:49:03 - Levelling Up: More Tech, Range, and Luxury for the Same Price 0:50:32 - Final Thoughts: The Pace of Evolution in the Auto Industry   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show   Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow   Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff   Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow   Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0   Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/   Visit: https://FullyCharged.Show   Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric   To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show   Everything Electric MELBOURNE - Melbourne Showgrounds 14th, 15th & 16th November 2025 Everything Electric SYDNEY - Sydney Olympic Park 6th, 7th & 8th March 2026 EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026   #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #byd #tesla #australia

Plus: Chinese automaker BYD posts disappointing earnings amid intense competition and regulatory pressure. And Universal Music Group signs a deal with AI music startup Udio. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: A Republican-led panel recommends that the Justice Department investigate all of former President Joe Biden's executive actions. And, Chinese auto giant BYD logs a nearly fivefold surge in sales in Europe. Caitlin McCabe hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Clay explores the extraordinary rise of Tesla and how Elon Musk transformed it from a niche electric car startup into one of the most valuable companies in the world. Since its IPO in 2010, Tesla has compounded at an incredible 47% per year and completely reshaped the automotive industry through software-driven vehicles, vertical integration, and their global charging network. IN THIS EPISODE YOU'LL LEARN: 00:00:00 Intro 00:02:00 How Tesla evolved from a niche EV startup into a trillion-dollar company 00:12:53 Why Elon Musk's bold leadership and risk tolerance shaped Tesla's success 00:27:03 How vertical integration and software-driven vehicles give Tesla an edge 00:32:31 How competition from BYD and legacy automakers impacts Tesla's growth outlook 00:38:27 What Tesla's Master Plan Part IV reveals about its future in AI and robotics 00:41:08 Why the energy segment and battery innovation could rival the auto business 01:02:28 What investors can learn from Musk's “capacity to suffer” mindset 01:05:19 Why Tesla's valuation depends on optionality from Optimus and Robotaxi And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Walter Isaacson's book: Elon Musk. Mentioned Episode TIP593: Elon Musk by Walter Isaacson. Follow Clay on ⁠⁠⁠LinkedIn⁠⁠⁠ & ⁠⁠⁠X⁠⁠⁠. Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠Simple Mining⁠ ⁠Human Rights Foundation⁠ ⁠Unchained⁠ ⁠HardBlock⁠ ⁠Vanta⁠ ⁠LinkedIn Talent Solutions⁠ ⁠Kubera⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠reMarkable⁠ ⁠Onramp⁠ ⁠Public.com⁠ ⁠Abundant Mines⁠ ⁠Horizon⁠ Support our show by becoming a premium member! ⁠⁠⁠https://theinvestorspodcastnetwork.supportingcast.fm⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm