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Redefining Energy
231. Car Wars: China vs. the West - Jun26

Redefining Energy

Play Episode Listen Later Jun 1, 2026 32:23 Transcription Available


The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at the centre of the industry, including leadership roles as President of General Motors Indonesia and Managing Director of JD Power China.  On one side stands the United States, increasingly resembling a modern-day Cuba: a market dominated by oversized, fuel-hungry SUVs aimed at a shrinking audience, while legacy automakers squeeze the last profits from internal combustion engines. Last year alone, Detroit's Big Three wrote off more than $50 billion in EV investments.  On the other side is China, moving at extraordinary speed and scale. The recent Beijing Auto Show showcased the country's relentless innovation: 38 hectares of exhibition space — roughly 50 football fields — featuring 1,451 vehicles, including 181 world debuts, and attracting 1.3 million visitors, with only 65,000 coming from overseas. It is no longer just about BYD. Chinese giants such as Geely, SAIC, and FAW have caught up rapidly, transforming China into a market where internal combustion vehicles already feel like an afterthought.  Only two foreign automakers still command real respect in China: Toyota and Tesla. Others — including Honda, Nissan, and most European manufacturers — are steadily losing ground.Meanwhile, much of the rest of the world is accelerating toward electrification as rising oil prices reshape consumer behaviour. Countries such as Thailand, the Philippines, Ethiopia, and Mexico are embracing EVs, while electric vehicle sales continue to surge across Europe.  Battery technology is still advancing, but the next decisive battleground is autonomy. Here, the United States maintains a lead through companies like Waymo and Tesla — though Chinese competitors are closing the gap quickly.   2026 may also mark the tipping point for electric trucks becoming mainstream, with adoption expected to accelerate rapidly once scale economics take hold.  So how can non-Chinese automakers compete? Not through protectionism, but by learning from China's playbook: moving faster, investing more aggressively in next-generation technologies, and, in some cases, partnering directly with Chinese firms.  Yet another major challenge looms over the industry: excess manufacturing capacity. Factories in both Europe and China are currently operating at only around 50% utilisation, with the United States performing only slightly better.  Dunne's upcoming book, Car Wars, due out next year, explores this seismic shift in detail. It tells the story of how China built the world's most powerful EV ecosystem — and whether Western automakers can survive the collision.        

Recomendados de la semana en iVoox.com Semana del 5 al 11 de julio del 2021

La industria del automóvil ha experimentado una gran transformación en los últimos años. En lo que durante más de un siglo fue coto cerrado de europeos, estadounidenses, japoneses y coreanos hoy los fabricantes chinos llevan la delantera. En 2023 China superó a Japón como mayor exportador mundial de vehículos y en 2025 envió fuera más de ocho millones de automóviles a casi todos los mercados del mundo. Las marcas chinas suman ya casi un 9% de las matriculaciones europeas, cuando hace sólo cinco o seis años era difícil encontrarse con un turismo chino por la calle. Semejante salto se explica por una apuesta estratégica que hizo el gobierno chino hace 15 años. Decidieron que, en lugar de competir en el campo del motor de combustión interna, un campo en el que Occidente llevaba un siglo de ventaja, se decantaron por concentrarse en la electrificación. Desde entonces han volcado en el sector más de 200.000 millones de dólares en subvenciones, exenciones fiscales y todo tipo ayudas. A eso se sumó el control de la industria de las batería. Adquirieron minas compradas en medio mundo y levantaron sus propias plantas procesadoras. Hoy el 75% de las baterías salen de plantas chinas. Empresas como CATL o BYD son proveedores incluso de sus competidores occidentales. La ventaja china se apoya en cuatro pilares. El primero las baterías, las producen a menor coste y están mucho más avanzados en su desarrollo. El segundo el software, concebido desde cero para vehículos eléctricos. El tercero la velocidad de desarrollo de nuevos modelos. El cuarto el precio, un utilitario eléctrico chino se vende a un precio sensiblemente más bajo que su equivalente europeo. Ni los aranceles europeos aprobados en 2024 son capaces de neutralizar esa diferencia. Los fabricantes chinos están conquistando también el segmento premium, que es el más valioso e interesante para los fabricantes. Los compradores chinos de alto poder adquisitivo se inclinan cada vez más hacia sus propias marcas. En Europa están empezando a competir en el terreno de empresas alemanas especializadas en vehículos de gama alta como BMW o Mercedes. Esa competencia se la están trayendo también en la fabricación ya que son varios los proyectos de apertura de plantas de ensamblaje en territorio europeo. Los occidentales han pasado de desdeñar a los chinos a imitarles. Fabricantes con muchísima historia a sus espaldas como Volkswagen, Mercedes, Toyota, Renault, Ford o General Motors están abriendo centros de investigación en China o han cerrado alianzas con empresas chinas Xpeng, Geely, Huawei y SAIC. Pero estas alianzas podrían ser una trampa. Ceder la fabricación de la batería y el diseño de software a un competidor convierte a la marca occidental en un mero integrador de componentes ajenos. Lo que muchos han dado en llamar invasión china no parece que sea una moda. Es el resultado final de dos décadas en las que en China han planificado mientras Occidente miraba hacia otro lado y fingía que eso nunca iba a suceder. La pregunta es si los fabricantes históricos de Europa, Japón y EEUU sobrevivirán.

Accelerating Government with ACT-IAC
Accelerating Government with ACT-IAC – Episode 67: From Pilots to Production and Harrison Smith

Accelerating Government with ACT-IAC

Play Episode Listen Later May 11, 2026 42:19


On this episode of Accelerating Government, host Dave Wennergren talks first with some of the key contributors to the recently released ACT-IAC report, “Pilots to Production: Integrated Findings and Case Studies.” Then we have a conversation with former government acquisition and transformation executive, Harrison Smith about priorities in the tech market and his journey in both the public and private sector. Guests:Gabrielle Hotung-Davidsen, senior managing director, Digital Innovation and Transformation, SAIC. https://www.linkedin.com/in/gabrielle-davidsen/ Chineme Aghazu, principal consultant, Soling Consulting. https://www.linkedin.com/in/chinemeaghazu/ Harrison Smith, vice president, Business Development, Easy Dynamics Corp, former government executive who served at FDIC, IRS, DHS and the Navy, and former president of the American Council for Technology. https://www.linkedin.com/in/harrison-smith-0029ba4/ Additional Resources:To learn more about ACT-IAC, please visit our website: https://www.actiac.org/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

EV News Daily - Electric Car Podcast
BRIEFLY: Kia, BYD, Oil Shocks & more | 27 Apr 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Apr 27, 2026 4:16


It's EV News Briefly for Monday 27 April 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyKIA CUTS EUROPE PRICES TO FIGHT CHINESEKia CEO Song Ho-sung announced a deliberate price-cutting strategy at the company's Investor Day, narrowing the price gap with Chinese rivals like BYD from 20–25% to 15–20%. Despite reporting a quarterly profit decline on 24 April due to higher European sales incentives, Kia says its solid profit base can sustain the strategy, with the upcoming EV2 small SUV set to challenge the BYD Dolphin Surf directly.BYD DENZA Z TAKES AIM AT TESLABYD unveiled the production Denza Z at the 2026 Beijing Auto Show — an all-electric supercar with around 1,000 hp, a sub-two-second 0–60 mph claim, and three variants including a coupe and convertible. Estimated at around $65,000 in China, it targets the Tesla Roadster 2 and is prioritised for European sales, with a Goodwood Festival of Speed debut planned and full technical details due in July 2026.OIL SHOCK COULD SPEED UK EV UPTAKERising oil prices following US and Israeli strikes on Iran and closure of the Strait of Hormuz are shifting the economic case toward EVs, accelerating a consumer tipping point already supported by better batteries. A large EV fleet could transform UK grid stability through vehicle-to-grid systems, with Ofgem estimating that half of projected EVs on V2G by 2030 could provide 16GW of flexible capacity — five times the projected output of Hinkley Point C.PHEVS COST MORE TO BUY AND RUNECIU data shows eight of the UK's 10 best-selling PHEVs carry a higher sticker price than comparable EVs, with an average gap of £4,150 or 10%, even as the average new EV has fallen below the average new petrol car for the first time. Real-world PHEV fuel costs run 490% above official figures, pushing annual fuelling costs to around £1,030 — £620 more per year than an equivalent EV — making total cost of ownership over £1,000 per year higher than going fully electric.OMODA & JAECOO HITS ONE MILLION SALESOmoda & Jaecoo reached one million cumulative global sales in April 2026, just three years after its international debut, recording monthly sales of over 60,000 units in March and operating across 69 markets with 1,364 dealers. Europe drove 41.5% of total global sales, with a 246% year-on-year rise in March, and the brand ranked sixth in the UK with a 4.7% market share — with Omoda & Jaecoo now targeting one million annual sales by 2027.GWM PULLS ORA 03 FROM UKGWM has withdrawn the Ora 03 electric hatchback from the UK market after only 542 units were registered across all of 2025 and just 26 in Q1 2026, ending a four-year run for the model originally launched as the Funky Cat. No new stock will be supplied, with the car available only from existing dealer inventory as GWM shifts focus to a broader European growth strategy.LEAPMOTOR B05 TARGETS EUROPE WITH LOW PRICESLeapmotor's B05 compact hatchback will launch in Europe starting at €26,900 in Italy, undercutting every major rival by at least €10,000, including the Volkswagen ID.3 at €40,990, the BYD Dolphin at €35,000 and the MG4 at €34,000. At 4,430 mm long with rear-wheel drive, 160 kW, a 0–100 km/h time of 6.7 seconds and DC fast charging peaking at 174 kW, it combines size, performance and price in a package that directly targets the mainstream European EV market.US EV MAKERS PRESS DIRECT SALES FIGHTUS EV makers including Tesla, Rivian and Lucid are escalating efforts to bypass the dealer franchise model, which still controls 96% of new-vehicle deliveries, using new legal strategies and ballot initiative threats — though the three brands combined held less than 4% of the US light-vehicle market in 2025. The bigger industry fear is not EV startups but legacy or foreign brands like Volkswagen's Scout Motors breaking the model open for all manufacturers, which could fundamentally reshape US auto retail.MG WEIGHS SPAIN FOR EUROPEAN EV PLANTMG Motor reportedly favours Spain — particularly Galicia — over Hungary for its first European EV manufacturing plant, driven largely by Galicia's strong shipping links to the UK, MG's most important European market. No final decision has been made, but the move is driven by SAIC facing the EU's highest Chinese automaker tariff rate of 35.3%, even as producing cars in Europe will cost more than manufacturing them in China.AVERAGE EV RETAINS 97% OF ITS RANGE AFTER THREE YEARSRecurrent's 2026 EV Market and Trends Report found that the average EV retains 97% of its range after three years and 95% after five years, with five brands — Cadillac, Ford, Hyundai, Mercedes and Rivian — showing zero apparent range loss over five years. Used EV demand surged 53.9% between February and March 2026, with the average used EV now priced at $34,653 — just $1,012 below an equivalent ICE vehicle — while average new EV range for 2026 models rose 11% to 325 miles.

Underscore
105 • SARAH ADLER

Underscore

Play Episode Listen Later Apr 27, 2026 66:50


Our guest is Sarah Adler, a multidisciplinary designer and artist originally from Sanibel Island, Florida, who moved to Chicago in 2016 to attend the School of the Art Institute of Chicago. She currently works as Brand Designer at Thatch and is the creative director of Gab Magazine, an independent Chicago publication now on its third issue.In this episode, Sarah speaks with host Christian Solorzano about her origin story — from building websites in fourth grade and leaving Florida at seventeen, to finding her footing as a designer in Chicago. She shares how working across mediums — logo design, web design, print, object design, and painting — has shaped her creative identity and why she's always resisted staying in one lane.Sarah discusses her hand-crafted, tactile approach to design and how analog processes find their way into her work even in a digital context. She speaks candidly about the creative process behind Gab Magazine, what draws her to print, and the role intuition plays in how she makes decisions as a designer and artist.The conversation also explores Sarah's personal history — including the discovery of her grandmother's legacy as a graphic designer in the 1930s. Sarah reflects on how that lineage quietly shaped her own path, and how her time at SAIC deepened a hands-on approach to making that runs through everything she does — from scanned textures and cut paper to the physical object of a printed magazine.Music by the band Eighties Slang.

China Daily Podcast
英语新闻丨2026 北京车展:聚焦汽车产业人工智能转型浪潮

China Daily Podcast

Play Episode Listen Later Apr 27, 2026 7:27


For years, auto shows have been primarily about new models.多年来,车展的核心一直是全新车型。At Auto China 2026 in Beijing, it is increasingly about new systems — from AI-driven driving to centralized computing architectures.而在北京 2026 中国国际汽车展览会上,焦点正逐步转向全新系统,涵盖人工智能驾驶、集中式计算架构等多个领域。This year's show, the largest of its kind, has drawn more than 2,000 companies from 21 countries and regions, with 1,451 vehicles on display.本届车展为全球规模最大的汽车展会,吸引了 21 个国家和地区的 2000 余家企业参展,展出车辆 1451 台。It includes a total of 181 global debuts and 71 concept cars, hitting a new high.展会共迎来 181 款全球首发车型与 71 台概念车,数量创下历史新高。More than 60 percent of global premieres at the show come from Chinese brands, while the number of concept vehicles has reached a record level.本届车展超六成全球首发车型来自中国品牌,概念车展出数量也创下历史纪录。Behind the numbers, however, a deeper transformation is underway, one defined by artificial intelligence, software architecture and system-level innovation.但在亮眼数据背后,一场以人工智能、软件架构、系统级创新为核心的深度行业变革正在悄然推进。Chinese automakers, long known for their expansive product lineups, are now using the show floor to highlight technology stacks as much as vehicles.中国车企素来以丰富的产品矩阵著称,如今在车展舞台上,其展示重心已兼顾整车产品与全栈核心技术。Large standalone halls occupied by domestic brands — including BYD, Chery and Geely — reflect not only product breadth but also accumulated capabilities in electrification and intelligent systems.比亚迪、奇瑞、吉利等中国品牌坐拥独立大型展馆,既彰显了产品覆盖面,也体现出在电动化、智能化领域长期积累的技术实力。As performance gaps in batteries, motors and electronic control systems narrow, competition is moving toward shaping technological identity and capturing user mindshare, said analysts.分析人士表示,随着电池、电机、电控系统的性能差距不断缩小,汽车行业的竞争正转向打造专属技术标签、抢占用户心智。Artificial intelligence has become the focal point of this shift.人工智能已然成为这场行业变革的核心焦点。Geely is highlighting its full-domain AI 2.0 system, while SAIC's Roewe brand is showcasing AI-based in-car applications developed with Volcano Engine.吉利重点展出全域人工智能 2.0 系统,上汽荣威则亮相与火山引擎联合研发的车载智能应用。Huawei's automotive business also made its first appearance as an independent brand cluster, presenting multiple new models alongside its Harmony-based intelligent cockpit ecosystem.华为汽车业务首次以独立品牌矩阵形式参展,多款全新车型同台亮相,同步展示基于鸿蒙系统打造的智能座舱生态。Across the exhibition, intelligent driving, smart cockpits and large language model integration are no longer isolated features, but part of unified system architectures.整场展会中,智能驾驶、智能座舱、大模型融合技术不再是孤立配置,而是融入一体化系统架构的核心组成部分。One of the most explicit articulations of this transition came from XPeng CEO He Xiaopeng, who outlined the company's strategy centered on "physical AI".小鹏汽车董事长何小鹏清晰阐释了行业转型趋势,并介绍了企业以「物理人工智能」为核心的发展战略。XPeng's latest model, he said, is the first Chinese vehicle designed with full hardware redundancy to meet robotaxi standards and has already obtained road testing permits in Guangzhou, Guangdong province.他表示,小鹏全新车型为国内首款搭载全冗余硬件、符合自动驾驶出租车标准的量产车型,目前已在广东广州获得道路测试资质。The company is currently conducting regular Level 4 pilot operations and plans to begin passenger-carrying tests with safety drivers later this year, targeting fully driverless operation by early 2027.企业现阶段已常态化开展 L4 级自动驾驶试点运营,计划今年年内启动带安全员的载人测试,力争 2027 年初实现完全无人驾驶落地。He also extended the concept of physical AI beyond vehicles.何小鹏还将物理人工智能的应用范畴拓展至汽车之外。XPeng is developing humanoid robots following a "commercial-first" path, with initial deployment in retail environments.小鹏正以商业化优先为导向研发人形机器人,首批落地场景聚焦零售行业。The company aims to sell more than 10,000 units by 2027.企业目标在 2027 年前实现人形机器人销量破万台。Underlying these initiatives is a broader industry view: hardware iteration is slowing, while software, particularly AI-driven capabilities, is becoming the primary driver of differentiation.一系列创新举措的背后,是行业共识:硬件迭代速度放缓,软件能力尤其是人工智能技术,正成为车企核心差异化竞争力。The integration of AI is also reshaping the underlying computing architecture of vehicles.人工智能的深度融合,也在重构汽车底层计算架构。At a technology event two days ahead of the show, Horizon Robotics introduced its Starry chip, built on a 5-nanometer automotive-grade process.车展开幕前两天,地平线在技术发布会上推出星辰系列芯片,该芯片采用 5 纳米车规级制程工艺打造。With 650 TOPS of computing power, the chip supports both intelligent driving and cockpit AI models on a unified platform.芯片算力可达 650TOPS,可在同一平台兼容智能驾驶与智能座舱大模型运算需求。This shift toward centralized computing, combining previously separate domains, is expected to reduce system complexity, lower costs and shorten development cycles.集中式计算架构打破以往各模块独立运行的模式,有望降低系统复杂度、压缩生产成本、缩短车型研发周期。According to the company, integrated architectures could cut vehicle-level costs by up to 4,000 yuan ($585) and reduce development timelines from 18 months to eight months.地平线表示,一体化架构最高可使单车成本降低 4000 元(折合 585 美元),并将车型研发周期从 18 个月缩短至 8 个月。More than 10 carmakers and suppliers including BYD, Chery, Volkswagen and Bosch have shown interest in the chip, said the company, indicating growing industry alignment around unified computing platforms.官方透露,比亚迪、奇瑞、大众、博世等十余家车企及供应链企业已表达合作意向,行业正加速向统一计算平台靠拢。Horizon Robotics CEO Yu Kai described autonomous driving as "the first large-scale application of physical AI", placing the current technological wave within a broader transition toward intelligent systems interacting with the physical world.地平线创始人余凯表示,自动驾驶是「物理人工智能」首个大规模落地场景,当下技术浪潮,本质是智能系统与实体世界深度融合的时代变革。For the first time, core suppliers and automakers have appeared in the same exhibition halls — a structural change that reflects shifting power dynamics across the industry.核心零部件供应商与车企首次同馆参展,这一结构性变化,折射出汽车产业格局与话语权的重塑。Battery makers, chip companies and AI solution providers are no longer operating behind the scenes.电池企业、芯片厂商、人工智能解决方案供应商不再局限于幕后研发。Instead, they are presenting integrated system solutions directly to the market.转而直接面向市场输出一体化系统解决方案。CATL, for example, built a 1,500-square-meter energy technology zone at the entrance of one hall, showcasing its next-generation battery concepts, including solid-state and sodium-ion technologies.例如宁德时代在展馆入口打造 1500 平方米能源技术展区,集中展示固态电池、钠离子电池等下一代动力电池前沿技术。Other major suppliers, from Bosch to SenseAuto, are also displaying full-stack solutions rather than individual components.博世、毫末智行等头部供应链企业,也不再单独展示零部件,转而推出全栈式技术解决方案。Global automakers accelerate localization国际车企加速本土化布局International carmakers are deepening their engagement with China's AI ecosystem.海外车企正深度融入中国人工智能产业生态。Volkswagen Group CEO Oliver Blume said the company is moving beyond electrification and driver assistance toward "agentic AI for all".大众汽车集团首席执行官奥利弗・布鲁姆表示,企业发展重心已从电动化、辅助驾驶,升级为普及全域智能体人工智能。"Starting this year, our in-car AI Agent will begin coming to our locally developed cars," he said.他称:「从今年起,车载智能体将逐步搭载于本土研发车型。"With this step, the Volkswagen Group is the first global automaker to deploy agentic AI across an entire vehicle portfolio in China at scale."借此举措,大众成为首家在华全系车型规模化落地智能体人工智能的跨国车企。The system, based on a locally trained large language model, is designed to proactively understand user intent and execute complex, multisystem tasks through natural interaction, while keeping data processing within the vehicle.该系统依托本土训练大模型打造,可主动识别用户需求,通过自然交互完成多系统复杂操作,同时实现数据车端本地化处理。BMW Group CEO Oliver Zipse emphasized a similar approach to localization.宝马集团首席执行官奥利弗・齐普斯也强调了本土化协同发展战略。"In China, we can integrate local partners such as Momenta and Alibaba," he said, highlighting the flexibility of software-defined architectures.他指出:在中国市场,我们将深度整合毫末智行、阿里巴巴等本土合作伙伴资源,并着重提及软件定义架构带来的灵活升级优势。Zipse added that artificial intelligence will underpin the future of driving itself.齐普斯补充道,人工智能将成为未来出行的核心基石。"The vehicle will anticipate your next move — slowing down before a turn or adapting to your habits," he said.未来车辆可预判驾驶员操作,提前弯道减速、适配个人出行习惯。"AI and sheer driving pleasure are not contradictory; they are fundamentally connected."人工智能与驾驶乐趣并非对立,二者相辅相成、深度融合。architecture /ˈɑːkɪtektʃə(r)/n. 架构;体系结构redundancy /rɪˈdʌndənsi/n. 冗余;备份localization /ˌləʊkəlaɪˈzeɪʃn/n. 本土化;本地化ecosystem /ˈiːkəʊsɪstəm/n. 生态系统

Was mich bewegt – Der Automotive-Podcast
Neue Strategie: Ist Nissan auf dem richtigen Weg?

Was mich bewegt – Der Automotive-Podcast

Play Episode Listen Later Apr 20, 2026 39:35 Transcription Available


Nissan stellt sich strategisch neu auf – und das gleich auf mehreren Ebenen. Künstliche Intelligenz und softwaredefinierte Fahrzeuge rücken ins Zentrum der Entwicklung, unterstützt durch eine einheitliche Architekturstrategie. Ziel ist es, Assistenzsysteme und intelligente Funktionen schnell und skalierbar in die Breite zu bringen. Auch das Modellportfolio wird radikal vereinfacht: Drei globale Kernproduktgruppen sollen künftig über 80 Prozent des Absatzes abdecken – mit höheren Volumina pro Modell, kürzeren Entwicklungszeiten und geringerer Komplexität. Damit einher geht ein neues Produktionsmodell, das Entwicklung und Fertigung eng verzahnt und auf Effizienz, Geschwindigkeit und Kostenkontrolle ausgelegt ist. Auf der Marktseite setzt Nissan klar auf regionale Rollen: Japan als Technologie Testfeld, die USA als Volumen und Ertragsanker und China als Entwicklungs , Kosten und Exporthub. Zum Abschluss der Folge geht es noch kurz um die ausgeweitete Kooperation von Audi und SAIC und deren Bedeutung für Audis E Auto Geschäft in China. Die Details zu Nissans neuer strategischer Vision: https://www.automobil-produktion.de/management/das-ist-nissans-neue-strategie-fuer-mehr-wachstum/2647581 Was planen Audi und SAIC in China? https://www.automotiveit.eu/strategy/audi-staerkt-mit-saic-die-entwicklung-neuer-chinamodelle/2647050 Mehr zu Pascal und Yannick finden Sie auf LinkedIn: Pascal Nagel: https://www.linkedin.com/in/pascal-nagel/ Yannick Tiedemann: www.linkedin.com/in/yannick-tiedemann Hinweis: Die im Podcast getätigten Aussagen spiegeln die Privatmeinung der Gesprächspartner wider und entsprechen nicht zwingend den Darstellungen des jeweiligen Arbeitgebers

Motley Fool Money
Assessing the Rise of Chinese EV Manufacturers

Motley Fool Money

Play Episode Listen Later Apr 14, 2026 22:14


Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn't necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the automotive industry writ large Tyler Crowe, Lou Whiteman, and Jason Hall discuss: - The rapid growth of Chinese electric vehicles - The increasing competitive landscape and how it impacts the investability of the sector - Whether the rise of Chinese EVs change the investment thesis in American automakers - Our most attractive stocks in the automotive industry today Companies discussed: BYDDF, GELYF, SAIC, TSLA, GM, F, GTX, RACE, ORLY Host: Tyler Crowe Guests: Lou Whiteman, Jason Hall Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

SAfm Market Update with Moneyweb
Uber pledges R5bn at Saic and addresses fuel price hike

SAfm Market Update with Moneyweb

Play Episode Listen Later Apr 2, 2026 8:26


Deepesh Thomas – General Manager, Uber Sub-Saharan Africa. SAfm Market Update - Podcasts and live stream

The Clement Manyathela Show
South African Investment Conference: Nalen Naidoo

The Clement Manyathela Show

Play Episode Listen Later Mar 31, 2026 3:42 Transcription Available


Thabo Shole Mashao speaks to Nalen Naidoo, CEO of Property24 who shares insights on how the property market will be benefiting from attending the conference. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

The Clement Manyathela Show
South African Investment Conference: Seithati Bolipombo

The Clement Manyathela Show

Play Episode Listen Later Mar 31, 2026 8:26 Transcription Available


South African Investment Conference: Seithati Bolipombo The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

The Clement Manyathela Show
South African Investment Conference: Busi Mavuso

The Clement Manyathela Show

Play Episode Listen Later Mar 31, 2026 6:51 Transcription Available


South African Investment Conference: Busi Mavuso The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

The Clement Manyathela Show
South African Investment Conference: George Mienie

The Clement Manyathela Show

Play Episode Listen Later Mar 31, 2026 7:30 Transcription Available


Thabo Shole Mashao speaks to George Mienie, CEO of Autotrader who shares some insights on the importance of the investment conference. They also touch on the changes in the car market due to increasing fuel prices and manufacturing patterns. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

The Clement Manyathela Show
South African Investment Conference: IDC

The Clement Manyathela Show

Play Episode Listen Later Mar 31, 2026 20:32 Transcription Available


Thabo Shole Mashao speaks to Mark Goliath, Divisional Executive for Marketing at the IDCon the work of the IDC. They also touch on some of the concerns entrepreneurs and general South Africans have raised around funding in the country. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

The Best of the Money Show
SA targets R2 trillion as Investment Conference kicks off

The Best of the Money Show

Play Episode Listen Later Mar 31, 2026 5:04 Transcription Available


Stephen Grootes talks to Ipeleng Selele, Chairperson of Brand South Africa, about the opening of the 2026 South Africa Investment Conference in Sandton and the country’s ambitious push to attract R2 trillion in new investment commitments over the next five years. The conference serves as the country’s flagship platform to position South Africa as a competitive investment destination. 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.

SAfm Market Update with Moneyweb
Market Watcher: Taking the wins we can

SAfm Market Update with Moneyweb

Play Episode Listen Later Mar 31, 2026 8:18


Nelis Brink of PSG R21 runs us through the day's market developments, all eyes remain on the oil price, policy fluidity emerging from SAIC 2026 is boosting business confidence, the Rand against other currencies, dollar strength, and market sentiment in light of the current geopolitical environment. SAfm Market Update - Podcasts and live stream

The Best of the Money Show
SA looks to convert reform momentum into investment & SA's Top 100 brands surge to R771Bn value

The Best of the Money Show

Play Episode Listen Later Mar 27, 2026 37:22 Transcription Available


Stephen Grootes speaks to Parks Tau, Minister of Department of Trade, Industry and Competition (DTIC) about the upcoming South Africa Investment Conference, as government looks to position the country as a credible destination for global capital amid rising geopolitical uncertainty. The conference forms part of a broader investment drive that has already mobilised over R1.5 trillion in commitments, with a renewed target of R2 trillion over the next five years. In other interviews, Jeremy Sampson, Chairman of Brand Finance Africa talks about South Africa’s Top 100 brands surging to R771 billion in value, the strong performance of banking, retail, and telecoms, and how standout brands like MTN, Checkers, Capitec, and PEP are shaping the country’s economic recovery in 2026. 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 to 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.

Project 38: The future of federal contracting
All about the paths forward for SAIC, Anthropic, resellers and 8(a) companies

Project 38: The future of federal contracting

Play Episode Listen Later Mar 16, 2026 36:43


Science Applications International Corp. can move ahead on their big decision points now that it has a permanent chief executive, which presents at least one element of certainty in a world replete with unknowns. Nick and Ross use this episode as a starting point for looking at SAIC's next steps under CEO Jim Reagan, and the paths forward for several other key business and policy storylines in the public sector landscape. Anthropic's fight against the U.S. government's push to eject it from the market has industry-wide implications to unpack, as does the future of IT resellers and 8(a) companies amid their customer's scrutiny on those corners of the market. Nick and Ross also break down why organizational culture is crucial for the Federal Acquisition Regulation overhaul effort. SAIC's board stays with Reagan, names him full-time CEO SAIC plans partial pivot away from enterprise IT Microsoft takes Anthropic's side in DOD fight, warns it sets a new precedent Anthropic sues over a dozen federal agencies and government leaders WT 360: Nextgov/FCW's Alexandra Kelley on the government's breakup with Anthropic Government equity investments open a new frontier for industry OPINION: Federal equity investments raise troubling questions about picking winners and losers L3Harris to spin off its rocket motor business with the Pentagon as an anchor investor OPINION: The government's 'passive' Intel stake heightens their commitment to each other and winning the chip wars ‘We will have their backs:' GSA pushes culture shift for FAR changes The hardest part of FAR reform is culture, not the rules FAR overhaul targets risk-averse acquisition culture GSA wants answers from resellers about markups and equipment maker relationships Don't count out resellers as OneGov agreements grow Where GSA sees resellers fitting into its unified procurement strategy SBA boots 628 more companies from 8(a) program 8(a) program faces unprecedented pressure from Trump administration attacks SBA probing 8(a) fraud allegations at tribal-owned contractor

EV News Daily - Electric Car Podcast
CHINA: BYD Great Tang, SAIC/Huawei Unveil Shooting Brake and Li Auto Trolls VW | 05 Mar 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Mar 6, 2026 22:38


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 SHOWS NEW TANG CABIN BEFORE SHENZHEN DEBUT https://evne.ws/4b83avd HUAWEI AND SAIC UNVEIL Z7 AND Z7T https://evne.ws/4rVPdrx SAIC VOLKSWAGEN STARTS EA211 RANGE EXTENDER PRODUCTION https://evne.ws/4l7XpSO LI AUTO TROLLS VW AS RANGE EXTENDER LAUNCHES https://evne.ws/3MYLx9c GAC HYPTEC A800 LAUNCHES WITH 598 HP FLAGSHIP https://evne.ws/3MNUKkF HIMA UPGRADES MAEXTRO S800 AND AITO M9 https://evne.ws/4uacHut CHINA'S EV CHARGING BOOM SHIFTS HOME https://evne.ws/3ONUW3X CANADA OPENS SMALL QUOTA FOR CHINESE EVS https://evne.ws/40MOYTw HONDA TO EXPORT CHINA-BUILT E:NS2 TO JAPAN https://evne.ws/47cTqyy LOTUS REVEALS FOR ME CABIN, SETS 2026 LAUNCH https://evne.ws/4sbrTWZ

EV News Daily - Electric Car Podcast
CHINA: SAIC Sell A Million MG's To Europe, Chery Plans Diesel Hybrid Ute and BYD Budget People Carrier | 23 Feb 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Feb 23, 2026 15:30


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 MG HITS 1 MILLION EUROPE AND UK SALES https://evne.ws/4aRGrU7 CHERY PLANS DIESEL PHEV UTE FOR AUSTRALIA https://evne.ws/4c4fEpQ BYD SHOWS LINGHUI M9 PHEV TAXI MPV https://evne.ws/4aGYIU0 NIO HITS 175,976 BATTERY SWAPS IN A DAY https://evne.ws/4tPreLJ BUDGET EVS TOP CHINA'S 2025 SALES CHARTS https://evne.ws/3Ov8bqc CANADA OPENS QUOTA LANE FOR BYD EVS https://evne.ws/4tPTFcH CHINESE BRANDS GROW SHARE AS EUROPE MARKET SHRINKS https://evne.ws/4s3rVPX CHINESE EV INSURERS LOST $825M IN 2024 https://evne.ws/3MpDDp9 SUPREME COURT CUTS IEEPA TARIFFS, OTHERS STAND https://evne.ws/4rEQx1W

Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Feb 17, 2026] Look Ahead w/ Byron Callan

Defense & Aerospace Report

Play Episode Listen Later Feb 17, 2026 31:55


On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss takeaways from the Munich Security Conference; what transatlantic cooperation will look like as Europe works to decouple from its historic dependence on the United States; Canada's new defense industrial strategy from buying 75 percent of its weapons from the United States to directing 70 percent of military purchases to domestic firms with the goal of increasing exports to 50 percent; outlook for reconciliation 2.0 as President Trump abruptly opposes the funding maneuver; what Amentum, Parsons and SAIC say about the future of the services market; Mike Cadenazzi, the assistant secretary of defense for industrial base, addresses the Hudson Institute; and a look at the week ahead.

Clever
Ep. 225: Norman Teague on Cultural Storytelling Through Design [encore]

Clever

Play Episode Listen Later Feb 3, 2026 58:28


Designer, craftsman, artist and educator, Norman Teague, grew up in Chicago absorbing the sounds, colors, textures and vibes of his “hood,” fancy cars, and Auntie Aretha's painting. A highschool Drafting elective was his first real step into the design field, which he then traversed with aplomb through an MFA at SAIC, to the Venice Architecture Biennale, to MoMA, to the design team of the Obama Presidential Center. At the helm of his namesake design studio, he's built a storied, critically acclaimed career, and a powerful legacy of challenging the design canon, cultural storytelling, and educating generations of future designers.Images and more from Norman Teague on our website!Special thanks to our sponsor: Wix Studio is a platform built for all web creators to design, develop, and manage exceptional web projects at scale.Clever is hosted & produced by Amy Devers, with editing by Mark Zurawinski, production assistance from Ilana Nevins and Anouchka Stephan, and music by El Ten Eleven.SUBSCRIBE - listen to Clever on any podcast app!SIGN UP - for our Substack for news, bonus content, new episode alertsVISIT - cleverpodcast.com for transcripts, images, and 200+ more episodesSAY HI! - on Instagram & LinkedIn @cleverpodcast @amydeversSpecial thanks to our sponsors!Wix Studio is a platform built for all web creators to design, develop, and manage exceptional web projects at scale. Hosted on Acast. See acast.com/privacy for more information.

Cars The Podcast
Car Affordability Crisis debunked: Toyota vs GM. Canada allowing BYD, Changan, Chery, Geely, Great Wall & SAIC open access. Vancouver-bound soon!.

Cars The Podcast

Play Episode Listen Later Feb 1, 2026 28:40


We put hard numbers to the claims of car affordability. Best seller from 1981 to today's eqivalent. No comparison! Tell us why why we're wrong! Canada strikes back with low tariffs on Chinese cars. Are they harming themselves out of spite? We're going to the Vancouver Auto Show to gauge consumer response. We love to hear from you (warts & all) CarsThePodcast@gmail.com Catch Joe's videos at FastCarsAndFreedom2  

Autoline Daily - Video
AD #4220 - EVs Overtake Gas Cars in Europe for 1st Time in History; Why GM Stock Jumped Despite 77% Profit Drop; Ford Maverick EV: CE1 Platform Details and Production Dates

Autoline Daily - Video

Play Episode Listen Later Jan 27, 2026 9:41


- European 1st: BEVs Outsell Gas Cars - BYD and SAIC Outpace European Rivals - Cupra Outsells Seat - GM Stock Up Despite Profit Drop - Trump Threatens Higher Korea Tariffs - American Axle Becomes Dauch Corp. - China Expands EREVs to Commercial Vehicles - Pickup Sales Hit 5-Year High in China - Far-Right Union Challenges Germany's IG Metall - Production Details for Ford's UEV Platform

Autoline Daily
AD #4220 - EVs Overtake Gas Cars in Europe for 1st Time in History; Why GM Stock Jumped Despite 77% Profit Drop; Ford Maverick EV: CE1 Platf

Autoline Daily

Play Episode Listen Later Jan 27, 2026 9:25 Transcription Available


- European 1st: BEVs Outsell Gas Cars - BYD and SAIC Outpace European Rivals - Cupra Outsells Seat - GM Stock Up Despite Profit Drop - Trump Threatens Higher Korea Tariffs - American Axle Becomes Dauch Corp. - China Expands EREVs to Commercial Vehicles - Pickup Sales Hit 5-Year High in China - Far-Right Union Challenges Germany's IG Metall - Production Details for Ford's UEV Platform

EV News Daily - Electric Car Podcast
CHINA: SAIC Reports 1.64M EVs, Smart #6 and China's NEV Market Accelerates In December | 07 Jan 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jan 10, 2026 15:43


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 SAIC IS EXPORTING THE (EV) REVOLUTION https://evne.ws/4qE03RI 2025 ENDS WITH NEV MARKET DRIVEN BY HANDOUTS https://evne.ws/4jp7byZ SMART #6 SHOWS IT'S NO LONGER THE BIG SHORT https://evne.ws/4aH5dYD ZEEKR HOPES 8X WILL MARK THE SPOT https://evne.ws/4qNSpod XPENG LAUNCHES P7+ TRIAL PRODUCTION https://evne.ws/4puiIyC CHANGAN EXPANDS IN EUROPE WITH 8 MODELS, PHEVS https://evne.ws/4spXV1B XIAOMI PUTS THE PIECES BACK TOGETHER AGAIN https://evne.ws/3LmRwUf CATL EXPANDS SWAP NETWORK TO 1,325 STATIONS https://evne.ws/4sH4cq6

Courtside Financial Podcast
Xiaomi Beating NIO After Only 2 Years?

Courtside Financial Podcast

Play Episode Listen Later Jan 10, 2026 12:06


Xiaomi just delivered over 50,000 vehicles in December 2025 - outselling NIO after being in the car business for less than two years. Meanwhile, NIO has been operating for over a decade and just hit 48,000 monthly deliveries. William Li called his own company "weak" despite delivering 326,000 cars in 2025, and when you look at what Xiaomi accomplished, you can see exactly why.This is the consolidation phase Li Bin warned us about, and the execution gap between these companies is becoming impossible to ignore. Xiaomi went from zero to 410,000 annual deliveries in under two years with just TWO models. NIO's projecting 456,000 to 489,000 deliveries in 2026 - year twelve of operations. That's only a 10-19% difference between a startup car company and a decade-old premium EV maker.The Chinese EV market data from December reveals the brutal reality of Phase 3. Of fifteen automakers that reported sales, only FIVE maintained both year-over-year and month-over-month growth. Average sales dropped to 94,000 units after two months above 100,000. The top tier - BYD, Geely, SAIC, Chery - all saw month-over-month declines.But the third tier is where things get interesting. Companies like Huawei's HarmonyOS system, Xiaomi, NIO, and BAIC all hit record highs. HarmonyOS delivered 89,611 units. Xiaomi crossed 50,000. NIO hit 48,135. The third tier is raising the floor, and in Q4, not a single one of those automakers dropped below 30,000 monthly units.This is exactly what William Li meant when he said the final stage is a long-distance race with 3-5 percentage point efficiency gaps at every link. If you're not improving faster than the market average, you're falling behind. And the market average is now 40,000+ deliveries per month just to stay relevant.Here's what separates execution from vision. Xiaomi focused on two models, leveraged their existing supply chain and manufacturing expertise, priced aggressively, delivered on time, and scaled fast. NIO admitted they "got carried away doing too many miscellaneous things" in their second cycle. They overextended, lost focus, and burned cash trying to be everything: premium brand, mass market brand, battery swap infrastructure provider, chip developer, and robotics company.Xiaomi said: we're going to make great electric cars. Everything else is secondary. That's the difference between execution and vision. Vision is what you WANT to do. Execution is what you ACTUALLY get done.Now Xiaomi isn't perfect. They dealt with serious public relations crises in 2025 including traffic accidents, the SU7 Ultra horsepower controversy, and safety concerns. This is the risk of rapid scaling - every mistake gets amplified. But they're handling scrutiny while scaling faster than almost anyone in the industry.NIO's Phase 3 strategy is betting everything on operational efficiency. Li Bin is promising 40-50% annual growth, adding 1,000+ battery swap stations in 2026, opening 210 multi-brand stores in lower-tier cities, and pushing Firefly into 40 countries. The strategy is sound, but can they execute at Xiaomi speed?The profitability question looms large. Li Bin is still confident about Q4 2025 non-GAAP profitability, but he's been promising this all year. If NIO misses after a decade in business, that's a credibility hit they can't afford - especially when companies like Xiaomi are proving you can scale fast without burning cash for ten years first.Li Bin predicts at least 10 Chinese automakers will survive long-term, with China selling 35 million cars annually within ten years. But NIO's at 326,000 deliveries and needs to 10X to hit that 3.5 million vision. Xiaomi's at 410,000 and needs to 8.5X. If both maintain current growth rates, Xiaomi reaches 3 million before NIO does.This is make-or-break time for NIO. Not because they're going to die - they have resources to survive. But the gap between surviving and thriving is getting wider, and right now Xiaomi's in the thriving category

Govcon Giants Podcast
SAIC VP Exposes How Small Businesses Actually Get In the Door

Govcon Giants Podcast

Play Episode Listen Later Dec 15, 2025 9:20


In this power-packed conversation, Eric sits down with Shawn Kingsberry, VP of Cybersecurity & Treasury Account Executive at SAIC, one of the largest integrators in federal contracting. Sean explains exactly when small businesses should approach primes, how their small business intake process works, and what capabilities large primes are actively looking to partner with right now — especially around cybersecurity, AI, and innovative tech solutions. He breaks down how SAIC selects partners, what small firms often lack when approaching primes, and how to stand out in a crowded environment by bringing real insight and problem awareness from within agencies. If you want to get into SAIC's ecosystem, start here. Key Takeaways: • Do your homework — know SAIC's work & come prepared with capabilities + value. • Cyber, AI, automation & agentic AI solutions are actively needed — bring new ideas. • Relationships + insights matter — if you know agency pain points, you have leverage. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Watch the full Youtube episode here: https://youtu.be/3VdqtfH0ivw 

Govcon Giants Podcast
You're Approaching Primes Wrong—SAIC VP Reveals What Actually Works!

Govcon Giants Podcast

Play Episode Listen Later Dec 5, 2025 9:44


In this power-packed conversation, Eric sits down with Sean Kingsbury, VP of Cybersecurity and Account Executive for the Department of Treasury at SAIC, to reveal exactly how small businesses can partner with one of the biggest integrators in the game. Sean breaks down when to approach primes, how SAIC vets potential partners, the role of their small business POC, and what capabilities are in highest demand—especially around cyber, AI agents, automation, and risk reduction. If you've ever wondered how to get noticed, when to reach out, or what SAIC actually looks for in a teaming partner… this episode gives you the blueprint. Key Takeaways Approach SAIC early and after RFP release—both windows matter. They actively evaluate small businesses through a dedicated intake and vetting process. Come prepared. Do your research, know SAIC's missions, and clearly articulate capabilities, past performance, and where you fit in their ecosystem. Cyber + AI are high-priority needs. SAIC is looking for innovative small businesses with solutions that reduce risk, workload, and cost through measurable outcomes. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Watch the full Youtube Episode here: https://youtu.be/3VdqtfH0ivw 

EV News Daily - Electric Car Podcast
CHINA: November NEV Sales Show Fresh Monthly Records

EV News Daily - Electric Car Podcast

Play Episode Listen Later Dec 3, 2025 17:22


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

Alles auf Aktien
Defense statt Auto und die KI-Gewinner der Zukunft

Alles auf Aktien

Play Episode Listen Later Dec 3, 2025 27:02


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über starke Zahlen von Crowdstrike, Kurssprung bei Bayer und eine wilde Wende bei Bitcoin. Außerdem geht es um Ether, Intel, xLight, Meta, Boeing, Airbus, Marvell, Celestial AI, Nvidia, Broadcom, GitLab, Adobe, Workday, DocuSign, Apple, Microsoft, MongoDB, Credo Technology, Wacker Neuson, Doosan Bobcat, Hochtief, Hypoport, Hugo Boss, Rheinmetall, Nvidia, Lockheed Martin, Hensoldt, Renk, TKMS, VW, BMW, Mercedes-Benz, Continental, Porsche, Schaeffler, Daimler Truck, Bank of America, KeyCorp, PNC Financial Services, US-Bancorp, Truist Financial, Aon, Marsh & McLennan, Willis Towers Watson, Accenture, Cognizant, EPAM Systems, IBM, Twilio, DXC Technology, SAIC, Guidewire Software, Manhattan Associates, Pegasystems, Tyler Technologies, Labcorp, IQVIA, Certara und Siemens Energy. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Autoline Daily - Video
AD #4186 - Ford Launches HD Electrics in Europe; BYD Turns to PHEV Boxer Engine; GM China Previews Future Designs

Autoline Daily - Video

Play Episode Listen Later Nov 24, 2025 10:06


- 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

Autoline Daily
AD #4186 - Ford Launches HD Electrics in Europe; BYD Turns to PHEV Boxer Engine; GM China Previews Future Designs

Autoline Daily

Play Episode Listen Later Nov 24, 2025 9:51 Transcription Available


- 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

Govcon Giants Podcast
The Scary Truth: Why Most Small Businesses Aren't Ready for Real GovCon Opportunities

Govcon Giants Podcast

Play Episode Listen Later Nov 21, 2025 8:53


In this episode of The Eric Coffie Show, Eric reveals why so many small businesses struggle in GovCon—not because opportunities are scarce, but because most aren't procurement-ready when it counts. He highlights how high-level relationships with major primes like SAIC, Encore Funding, Collins Aerospace, and federal agencies open doors to subcontracting opportunities even during market slowdowns, and he shares the powerful story of winning a $5M subcontract with bad credit, debt, and zero bonding by leveraging partnerships and vendor credit. Eric also breaks down the revamped Federal Help Center, now built to help beginners get foundational tools in the Starter Group while serious contractors get advanced deal-making strategy inside the Pro Hub, backed by lenders, CDFIs, and industry insiders committed to helping small businesses win. Key Takeaways Most businesses lose in GovCon because they're not procurement-ready when opportunity arrives. You can win major contracts as a subcontractor—even without capital, bonding, or great credit. The right community and prime relationships unlock opportunities no bid website ever will. Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Watch the full Youtube Live here: https://www.youtube.com/live/xEQKIP4wIrE?si=x9oU8ENE4Y74H98T 

Govcon Giants Podcast
Stop Saying 'They Don't Need Me' — That's How You Lose

Govcon Giants Podcast

Play Episode Listen Later Nov 7, 2025 8:18


In this episode, Eric Coffie calls out the small business owners sitting on the sidelines while major primes like SAIC and KPMG openly ask for help. He shares real examples of entrepreneurs winning contracts by acting fast—like selling to prisons, joining state vendor pools, and teaming with larger firms. The truth? Opportunities are everywhere, but most people talk themselves out of trying. Key Takeaways: Big primes need small business partners—don't wait for an invite. Vendor pools and local contracts are hidden goldmines. The underdog wins by acting when everyone else hesitates. Join the Bootcamp: https://govcongiants.org/bootcamp Learn more: https://federalhelpcenter.com/ https://govcongiants.org/  Listen to the FULL Youtube Live here: https://youtube.com/live/CSj43yA6vcI  All the video links discussed. https://docs.google.com/document/d/1zEcjpP-CcDTdVggNyY1qsJUGECZNGZeW9luftdAS39U/edit?usp=sharing

The Buzz with ACT-IAC
ICYMI: Keynote Fireside Chat, Transformation Reimagined

The Buzz with ACT-IAC

Play Episode Listen Later Nov 6, 2025 33:50 Transcription Available


In this insightful fireside chat, Joe Adamo from SAIC and Dr. Kelly Fletcher, Chief Information Officer of the United States Department of State, discuss the Department's ongoing digital modernization efforts and the role of technology in global diplomacy. Dr. Fletcher highlights the State Department's unique mission, emphasizing the importance of maintaining robust communication networks in crisis situations and the game-changing potential of low earth orbit satellite communication (LEO satcom). She also delves into the implementation of AI to enhance productivity and reduce administrative toil, while addressing the challenges associated with legacy systems and cybersecurity. Dr. Fletcher encourages industry partners to engage proactively with the Department, stressing the need for collaborative solutions to advance technological capabilities. Audience members pose questions on AI agents, human-centered approaches to large-scale transformations, and AI security, which Dr. Fletcher addresses with clarity and expertise. Subscribe on your favorite podcast platform to never miss an episode! For more from ACT-IAC, follow us on LinkedIn or visit http://www.actiac.org.Learn more about membership at https://www.actiac.org/join.Donate to ACT-IAC at https://actiac.org/donate. Intro/Outro Music: See a Brighter Day/Gloria TellsCourtesy of Epidemic Sound(Episodes 1-159: Intro/Outro Music: Focal Point/Young CommunityCourtesy of Epidemic Sound)

Project 38: The future of federal contracting
Shutdown fallout, SAIC and market churn lead this episode's agenda

Project 38: The future of federal contracting

Play Episode Listen Later Nov 3, 2025 54:19


The government shutdown is now in week number four, which gives us a checkpoint to gauge the impacts so far and those to come for federal agency operations.Part one of this two-part episode sees Carten Cordell and Edward Graham, respectively managing editors at WT's partner publications Government Executive and NextgovFCW, join Nick and Ross to go over the shutdown from every angle.Carten and Ed detail what operations are still ongoing inside government, who is still working, the impacts of the shutdown and key checkpoints to watch out for ahead of the eventual reopening.Then in part two, Nick and Ross unpack the CEO transition at Science Applications International Corp. and put it into context against a market landscape that looks very different here in October versus what it was in January.Shutdown furloughs will permanently cost the economy at least $7 billion, CBO saysFederal employee groups want to reopen government. They disagree on howShutdown layoffs indefinitely blocked following new court injunctionRepublicans float paying some feds as Dems maintain shutdown approachHouse Dems demand furloughs end for nuclear security agencyTop cyber lawmaker wants answers on CISA workforce reductionsMultiple CISA divisions targeted in shutdown layoffs, people familiar sayInside Mission Daybreak: VA's effort to support innovative suicide preventionCyberCorps talent pipeline buckles under Trump hiring freezesSAIC parts ways with CEO Toni Townes-WhitleyLeonardo DRS CEO William Lynn to retire after 14-year run at the companyBooz Allen cuts more jobs, lowers outlook amid funding slowdownsFederal agencies may benefit from slower cloud adoption, Cloudera CEO saysDefense services companies face ‘structural issues' as tech disruptors surgeGSA lines up 118 more OASIS+ awardsTrump's ‘pincer maneuver' reshapes federal contracting landscape

Market Impact Insights
Technology Leadership - Nyla Beth Gawel

Market Impact Insights

Play Episode Listen Later Oct 30, 2025 44:05


Fortune 500 executive and consultancy Founder Nyla Beth Gawel took an non-traditional path into technology, originally studying foreign service not computer science. In leading transformational initiatives at SAIC, Verizon and Booz Allen Hamilton that included steering $7B+ organizations through AI adoption and digital transformation, her secret was simple. She never planned any of it. "Career paths are rarely linear. It really wasn't about what degree did I have. it wasn't about certifications. It wasn't about things on paper that could correlate to the likelihood of success." What did matter was intellectual curiosity and the willingness to embrace complexity rather than run from it. Plus a big dose of really understanding customer needs. "The best technical solutions cam from a deep understanding of a need, not just the interest in what could happen technologically." Everything is ultimately about people, and your legacy as a leader is defined by how you inspire them.

El Garaje Hermético de Máximo Sant
El laberinto chino: Valoramos todas las marcas de coches chinas

El Garaje Hermético de Máximo Sant

Play Episode Listen Later Oct 26, 2025 22:08


¡Todo el mundo habla de las marcas chinas! Y pocos las conocen. Si te hablan de Audi, BMW, Mazda, Renault o Toyota, por citar solo algunas, más o menos, sabrías “de que van” y las conoces… ¿Y si te hablo de Aywais, BAIC, BYD, Jaecoo, Nio, Omoda o XPeng, por citar solo algunas? ¿Sabes algo de estás marcas? Es probable que no. Vamos a proporcionaros un mapa claro de este laberinto …para que no os perdáis. Este video lo hemos trabajado mucho todo el equipo… y es que para entender el fenómeno chino hay que olvidar ideas preconcebidas y hay que pensar en tres tipos de especies que conviven en un ecosistema feroz. Primero, los gigantes estatales como SAIC o Chery, mastodontes industriales que crecieron al amparo del gobierno y de sus alianzas con fabricantes occidentales. Segundo, los imperios privados como Geely o BYD, creados por empresarios visionarios, que son más ágiles y tienen una ambición global voraz. Y tercero y último, las startups tecnológicas como NIO o XPeng, nacidas en la era del software y con la vista puesta en destronar a Tesla. La estrategia del gobierno chino fue clara: dominar la tecnología de baterías mientras Europa debatía sobre plazos y normativas. El resultado es que han lanzado una ofensiva global con el coche eléctrico como punta de lanza. Su desembarco ya es una realidad: en España, su cuota de mercado en 2025 se acerca peligrosamente al 10 por ciento, casi el doble que en 2024 que fue del 4,2 por ciento... Ahora, conozcamos a algunos de los actores de esta historia con algunos ejemplos de sus productos con valoraciones. Y digo algunos… porque, a día de hoy, es casi imposible hacer un vídeo con todas las marcas chinas que existen. Creo que hemos hecho una buena selección con las más relevantes. CAPITULO 1: AIWAYS EL PIONERO CON DIFICULTADES. Aiways merece una mención por ser uno de los primeros en atreverse a desembarcar en Europa, allá por 2020. A pesar de tener un producto correcto, les ha faltado el músculo financiero y la capacidad de marketing para hacerse un hueco en el mercado. Abrieron el camino, pero corren el riesgo de ser arrollados por los gigantes que vienen detrás. CAPÍTULO 2: BAIC, EL GIGANTE A LA SOMBRA DE MERCEDES. BAIC es un coloso estatal, socio de Mercedes-Benz y Hyundai en China y uno de los mayores accionistas de la propia Mercedes. CAPÍTULO 3: BYD, EL GIGANTE DE LAS BATERÍAS. BYD siglas de "Build Your Dreams" infunde respeto Este gigante privado, que empezó fabricando baterías para móviles, es hoy el mayor productor de vehículos electrificados del mundo. CAPÍTULO 4. CHERY, EL EXPORTADOR REINVENTADO. Chery es un gigante estatal con un pasado complicado, manchado por acusaciones de copias de baja calidad. Pero han aprendido la lección. CAPÍTULO 5: GEELY GROUP, EL IMPERIO ESTRATÉGICO. Geely no es una marca. Ni tampoco una empresa… es un imperio. Este conglomerado privado, dirigido por el brillante estratega Li Shufu. Son dueños de Volvo, Polestar y Lotus, y socios al 50 por ciento de Mercedes-Benz en Smart. Esta jugada les da acceso a muy buena ingeniería y diseño, que luego aplican a sus propias marcas globales. CAPÍTULO 6: GREAT WALL MOTOR, EL ESPECIALISTA EN SUVs. GWM es otro gran fabricante privado, históricamente especializado en SUVs y pick-ups. Su ofensiva se basa en dos pilares. Por un lado, Ora, con coches eléctricos de diseño neoretro muy llamativos y por otro, Wey, su marca premium enfocada en híbridos enchufables de gran lujo. CAPÍTULO 7: NIO & XPENG, VANGUARDIA TECNOLÓGICA. Estas dos startups representan la cara más tecnológica de China. Para muchos son los coches chinos 2.0. No compiten por precio, sino por innovación y por ser la "alternativa a Tesla". CAPÍTULO 8: SAIC MOTOR Y EL FENÓMENO MG. SAIC es el mayor fabricante estatal de China, socio histórico de Volkswagen y General Motors. Compró los restos de la mítica marca británica MG. CAPÍTULO 9. XIAOMI, DE LA ELECTRÓNICA DE CONSUMO... … a los coches. Gigantes de la tecnología como Google o Apple han tenido malas experiencias intentando hacer coches. Pero en China, Xiaomi ha empezado con éxito. CAPÍTULO 10: LEAPMOTOR, SOCIO DE ESTELLANTIS. Stellantis adquirió en 2023 el 20 por ciento de la joven marca china.

Alles auf Aktien
Bester Pharmatag seit Corona und 3 Drohnen-ETFs

Alles auf Aktien

Play Episode Listen Later Oct 2, 2025 21:42


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Gamechanger-Deal, Wall-Street-Rekorde trotz Shutdown und das fulminante Börsendebüt von Fermi. Außerdem geht es um Pfizer, Merck, Eli Lilly, Novo Nordisk, Vertex, Regeneron, Thermo Fisher, Repligen, Danaher, Boston Scientific, Abbott, Intuitive Surgical, Bayer, Merck, Salzgitter, Thyssenkrupp, Bitcoin, Solana, Ether, Sartorius, Palantir Technologies, Thales, L3Harris Technologies, RTX, Kratos Defense & Security Solutions, AeroVironment, DroneShield, Elbit Systems, Electro Optic Systems, Saab AB, Hensoldt, Mercury Systems, QinetiQ, Chemring Group, Cohort, Exail Technologies, Rocket Lab, Iridium Communications, BlackSky Technology, Electro Optic Systems, Leidos Holdings, CACI International, Parsons, Telos Corp, Leidos, SAIC, QinetiQ, Parsons VanEck Space Innovators ETF (WKN: A3DP9J), Invesco Defence Innovation ETF (WKN: A40J95), Global X Defence Tech ETF (WKN: A40E7A), Droneshield, Palantir, Red Cat Holdings. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Defense Unicorns, A Podcast
Teaming for the Mission: Why Collaboration Wins in Complex Environments with Bob Ritchie and Lauren Knausenberger

Defense Unicorns, A Podcast

Play Episode Listen Later Sep 25, 2025 52:53


On this episode of The Defense Unicorns Podcast, host and CEO of Defense Unicorns, Rob Slaughter, sits down with Lauren Knausenberger, Chief Innovation Officer, and Bob Ritchie, CGO/CTO, at SAIC, to unpack the evolving intersection of defense, technology, and innovation. From their roots in the Department of Defense to leadership roles at a Fortune 500 integrator, Lauren and Bob bring a front-row view into how mission-driven tech is reshaping the national security landscape.They share what it means to partner across startups, integrators, and government, and why solving the toughest defense challenges requires an open, collaborative ecosystem. Lauren reflects on the cultural and structural shifts sparked by efforts like AFWERX and DIU, while Bob breaks down how cloud platforms and open source models are changing the game, especially at scale.Together, they dig into the growing momentum behind outcome-based acquisition, the importance of credible venture investment in national security startups, and why the real question isn't “who owns the tech,” but “who's focused on the mission.” From acquisition reform to continuous ATOs and lessons from Ukraine, this episode is a grounded, insider perspective on what it takes to modernize defense in both mindset and execution.Key Quotes:"We do bias towards companies that are dedicated to open source and towards the ability to help support those companies succeed, which is one of the most amazing things about what you've done with Defense Unicorns – just the one of the top Kubernetes contributors in the world, then the largest, open source contributor in the industrial base. So, those sorts of principles and values of dedication to mission, and the high standard of craftsmanship around software delivery that it takes to do your software development in open source, is something that really attracts us and how we go and think about partnerships.” - Bob"Our core competency is solving really gnarly problems and bringing all of the tribe and all of the pieces together, and solving the problem. We're not going to be a hyperscaler and an individual enterprise services provider – we can't possibly do all of those things better than everyone else. The warfighter and the operators, they deserve the best capabilities for the mission. So, we do take it very seriously to constantly survey the environment and see who has amazing capabilities that we can bring in now and who has capabilities that we think we need in two years that maybe we should seed through our Ventures program." - Lauren Time Stamps:(00:44) The  Mission and Vision of SAIC(08:04) The Impact of Defense Innovation Programs(12:23) SAIC's Approach to Partnerships(21:31) Changes in Defense Policy and Funding (39:32) Today's Modern Warfare and Information Dominance(45:30)  Recommendations for Innovators for Today's DefenseLinks:Connect with Bob RitchieConnect with Lauren KnausenbergerConnect with Rob SlaughterLearn More About Defense Unicorns Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Autoline Daily - Video
AD #4133 - Chinese Automaker Blatantly Rips Off Bugatti Chiron; PHEVs No Cleaner Than ICE; SAIC MG Fails Euro NCAP Test Spectacularly

Autoline Daily - Video

Play Episode Listen Later Sep 10, 2025 11:23


- PHEVs No Cleaner Than ICE - German Chancellor Favors CO2 Reg Flexibility - Stellantis Proposes Cash for Clunkers in Europe - SAIC MG Fails Euro NCAP Test Spectacularly - Tesla's Door Handles Called Dangerous - BMW Goes All-In on V2G EVs - VW and Elli Back Bidirectional Charging - Ferrari Unleashes 849 Testarossa - Chinese Automaker Blatantly Rips Off Bugatti Chiron

Autoline Daily
AD #4133 - Chinese Automaker Blatantly Rips Off Bugatti Chiron; PHEVs No Cleaner Than ICE; SAIC MG Fails Euro NCAP Test Spectacularly

Autoline Daily

Play Episode Listen Later Sep 10, 2025 11:07 Transcription Available


- PHEVs No Cleaner Than ICE - German Chancellor Favors CO2 Reg Flexibility - Stellantis Proposes Cash for Clunkers in Europe - SAIC MG Fails Euro NCAP Test Spectacularly - Tesla's Door Handles Called Dangerous - BMW Goes All-In on V2G EVs - VW and Elli Back Bidirectional Charging - Ferrari Unleashes 849 Testarossa - Chinese Automaker Blatantly Rips Off Bugatti Chiron

Talkhouse Podcast
Lilly Wachowski (The Matrix) with Alicia Gaines (Ganser)

Talkhouse Podcast

Play Episode Listen Later Aug 28, 2025 57:50


On this week's episode of the Talkhouse Podcast we've got the leader of a killer Chicago band and the co-director of one of the biggest movie franchises in history in a fantastic conversation: It's Alicia Gaines of Ganser and Lilly Wachowski, best known for The Matrix. The Matrix you surely know, but Ganser perhaps you don't. They're a Chicago band that's been around for the last decade or so, but really seemed to snap into focus about five years ago with a startling stew of post-punk and art-rock sounds that snarl like some of my favorite elder statesbands—Gang of Four, Siouxsie—but updated. Their third and latest album, Animal Hospital, was produced by Angus Andrew of Liars, which makes sense. Oh, and they're fierce live: I saw them last year opening for Mclusky and was blown away. Check out  “Stripe” from Animal Hospital right here. Lilly Wachowski cut a winding path through Hollywood; along with her sister Lana, she made the 1996 thriller Bound—it comes up in this conversation—but took the film world by surprise with 1999's The Matrix and of course its sequels. The Wachowskis, as they're known professionally, took their films to weirder places after that rather than trying to go mainstream, with the unfairly maligned Speed Racer—an anti-capitalist blockbuster—and Cloud Atlas, a strange, moving epic. Both Wachowskis also came out as trans in the years after The Matrix, and Lilly, as you'll hear, has a serious interest in getting that aspect of her life onto the silver screen. In this deep and friendly chat, Lily and Alicia talk about their shared experience at Chicago's School of the Art Institute—aka SAIC—as well as Animal Hospital, using original music versus well-known pop songs in movies, finding yourself through art, a painting of a suicidal duck, and Lilly's next project, which is “wall to wall trans people and trans rage.” I hope she can get it made. Enjoy. Thanks for listening to the Talkhouse Podcast, and thanks to Alicia Gaines and Lilly Wachowski for chatting. If you liked what you heard, please follow Talkhouse on your favorite podcasting platform and check out all the great stuff in our podcast network. This episode was produced by Myron Kaplan and the Talkhouse theme is composed and performed by the Range. See you next time! Find more illuminating podcasts on the ⁠⁠⁠Talkhouse Podcast Network⁠⁠⁠. Visit ⁠⁠⁠talkhouse.com⁠⁠⁠ to read essays, reviews, and more. Follow @talkhouse on ⁠⁠⁠Instagram⁠⁠⁠, ⁠⁠⁠Bluesky⁠⁠⁠, ⁠⁠⁠Twitter (X)⁠⁠⁠, ⁠⁠⁠Threads⁠⁠⁠, and ⁠⁠⁠Facebook⁠⁠⁠.

Clever
Ep. 225: Norman Teague on Cultural Storytelling Through Design

Clever

Play Episode Listen Later Aug 26, 2025 58:28


Designer, craftsman, artist and educator, Norman Teague, grew up in Chicago absorbing the sounds, colors, textures and vibes of his “hood,” fancy cars, and Auntie Aretha's painting. A highschool Drafting elective was his first real step into the design field, which he then traversed with aplomb through an MFA at SAIC, to the Venice Architecture Biennale, to MoMA, to the design team of the Obama Presidential Center. At the helm of his namesake design studio, he's built a storied, critically acclaimed career, and a powerful legacy of challenging the design canon, cultural storytelling, and educating generations of future designers.Images and more from Norman Teague on our website!Clever is hosted & produced by Amy Devers, with editing by Mark Zurawinski, production assistance from Ilana Nevins and Anouchka Stephan, and music by El Ten Eleven.SUBSCRIBE - listen to Clever on any podcast app!SIGN UP - for our Substack for news, bonus content, new episode alertsVISIT - cleverpodcast.com for transcripts, images, and 200+ more episodesSAY HI! - on Instagram & LinkedIn @cleverpodcast @amydeversSpecial thanks to our sponsors!Wix Studio is a platform built for all web creators to design, develop, and manage exceptional web projects at scale.Clever listeners get an exclusive 15% discount on Saily data plans! Use code “clever” at checkout. Download Saily app or go to https://saily.com/clever Hosted on Acast. See acast.com/privacy for more information.

Sales Game Changers | Tip-Filled  Conversations with Sales Leaders About Their Successful Careers
Business Development Success in Federal Markets with SAIC's Murtaza Ahmed

Sales Game Changers | Tip-Filled Conversations with Sales Leaders About Their Successful Careers

Play Episode Listen Later Aug 6, 2025 19:38


This is episode 779. Read the complete transcription on the Sales Game Changers Podcast website. The Sales Game Changers Podcast was recognized by YesWare as the top sales podcast. Read the announcement here. FeedSpot named the Sales Game Changers Podcast at a top 20 Sales Podcast and top 8 Sales Leadership Podcast! Subscribe to the Sales Game Changers Podcast now on Apple Podcasts! Purchase Fred Diamond's best-sellers Love, Hope, Lyme: What Family Members, Partners, and Friends Who Love a Chronic Lyme Survivor Need to Know and Insights for Sales Game Changers now! On today's show, Fred and Julie meet with Murtaza Ahmed, Chief Growth Officer Civilian, Health and SLED at SAIC. Watch the video of this podcast on YouTube here. Find Murtaza on LinkedIn.  MURTAZA'S TIP: “Don't fall in love with your own capabilities — fall in love with the customer's problem.”  

Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers

Penguins spend 75% of their lives in the water, actively positioning themselves exactly where they need to be to hunt and survive. It's intentional placement. Strong brands do the same. They know where they belong and commit. Too many don't. They drift, hoping the market finds them. You've got to stake your spot and give your marketing something to stand on. In this episode, Drew brings in Marni Puente (SAIC) and Sara Larsen (Wolters Kluwer Health), two marketers who've learned that positioning only works when it's clear, repeated often, and owned beyond marketing. They get into how to break the cycle of repositioning, earn internal trust, and lay the groundwork for durable growth.  In this episode:  Marni shares how a tight positioning strategy anchored SAIC's rebrand and became a decision filter across the org  Sara explains how to drive clarity in a matrixed enterprise, aligning stakeholders without watering down the message  Both guests reflect on the power of internal alignment as the real test of a strong position  Plus:  How to test positioning with internal and external audiences  Why simplicity is your signal when it comes to clarity  What positioning unlocks across marketing, sales, and culture  How to build buy-in that lasts beyond launch   Tune in to learn how focused positioning gives every team a north star and puts your brand strategy to work across the business.  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

WSJ Tech News Briefing
TNB Tech Minute: Volkswagen and Chinese Partner SAIC to Close Nanjing Plant

WSJ Tech News Briefing

Play Episode Listen Later Jul 11, 2025 2:18


Plus: Autodesk looks to acquire rival software firm PTC, which analysts say should position the company better as artificial intelligence becomes more common in design. And, Bitcoin's bull run continues. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Opperman Report
Peter Dale Scott - The American Deep State: Big Money, Big Oil, and the Struggle for U.S. Democracy (War and Peace Library)

The Opperman Report

Play Episode Listen Later Jun 23, 2025 59:23


Now in a new edition updated through the unprecedented 2016 presidential election, this provocative book makes a compelling case for a hidden “deep state” that influences and often opposes official U.S. policies. Prominent political analyst Peter Dale Scott begins by tracing America's increasing militarization, restrictions on constitutional rights, and income disparity since World War II. With the start of the Cold War, he argues, the U.S. government changed immensely in both function and scope, from protecting and nurturing a relatively isolated country to assuming ever-greater responsibility for controlling world politics in the name of freedom and democracy. This has resulted in both secretive new institutions and a slow but radical change in the American state itself. He argues that central to this historic reversal were seismic national events, ranging from the assassination of President Kennedy to 9/11.Scott marshals compelling evidence that the deep state is now partly institutionalized in non-accountable intelligence agencies like the CIA and NSA, but it also extends its reach to private corporations like Booz Allen Hamilton and SAIC, to which 70 percent of intelligence budgets are outsourced. Behind these public and private institutions is the influence of Wall Street bankers and lawyers, allied with international oil companies beyond the reach of domestic law. Undoubtedly the political consensus about America's global role has evolved, but if we want to restore the country's traditional constitutional framework, it is important to see the role of particular cabals—such as the Project for the New American Century—and how they have repeatedly used the secret powers and network of Continuity of Government (COG) planning to implement change. Yet the author sees the deep state polarized between an establishment and a counter-establishment in a chaotic situation that may actually prove more hopeful for U.S. democracy.https://amzn.to/4k35qGoBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-opperman-report--1198501/support.

The Fighter Pilot Podcast
'Benj' the Boeing Bird of Prey Test Pilot

The Fighter Pilot Podcast

Play Episode Listen Later Apr 8, 2025 66:24


The Boeing Bird of Prey was a mid-1990's stealth technology demonstrator used to test low-observable stealth techniques and develop new methods of aircraft design. The recent F-47 sixth generation fighter, which will be a Boeing product, is thought to trace its lineage to the BBoP.This episode features retired U.S Air Force and Boeing Corporation test pilot Doug "Benj" Benjamin, originally recorded in 2021. Benj was the first and last BBoP test pilot, having amassed more hours in the demonstrator than any other test pilot.Benj also shares amazing stories from his experience flying the F-106, attending the French Test Pilot School, and conducting F-16 flight test. The conversation wanders into the F-22, F-35 and even Boeing 737 and 757 civilian airliners.After the feature interview, Jon "BigDogg" Rhone stops by to briefly explain SAIC, a Fortune 500 technology integrator focused on advancing the power of technology and innovation to serve and protect our world.Support this podcast at — https://redcircle.com/the-fighter-pilot-podcast/donations