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At the Intersection of Technology and Transportation
SAI NEWSLETTER
Get 'In The Know' about what's going on in the Transportation and Mobility sectors across Asia & the US.
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SAI Weekly #16 - 24: Auto Beijing 2024 SAI Awards
We are moving! We’ve outgrown the current newsletter platform so this will be our last newsletter here before we make our way over to...
The Sino Auto Insights team
May 1, 20243 min read
0 comments
SAI Weekly #15 - 24: Tesla Taps Out on $25K EV, Scale Reigns Supreme, BYD's Profit / Vehicle estimate
Cybertruck sighting in MI Buttoning up some of the final details for my trip to China. I may or may not have a newsletter next week...
The Sino Auto Insights team
Apr 11, 20247 min read
1 comment
SAI Weekly #14 - 24: Tesla Woes, China's Not Dumping, Stellantis is still ALL IN
Photo courtesy of Car News China Big news this week was Tesla’s (un)surprisingly low sales numbers for Q1. I get it. Elon has made a lot...
The Sino Auto Insights team
Apr 4, 20248 min read
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SAI Weekly #13 - 24: Xiaomi Lowers (Price) Floor on EVs While Simultaneously Raising Stakes on Global EV Makers
Since I’m recovering from the cruise, this newsletter will be short and sweet. Big, big news out of Beijing tonight / today for the...
The Sino Auto Insights team
Mar 28, 20244 min read
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SAI Weekly #12 - 24: Li Auto Comes Up Short, Hybrids Now Welcome by the US, Modi Courts Tesla
In Tampa now since the boys are on spring break next week so we’re all getting on a ship for a few days, cruise ship that is. I’ve never...
The Sino Auto Insights team
Mar 21, 20248 min read
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SAI Weekly #11 - 24: VW Annual Media Day, Rivian High Runners, Geely (brands) Going Down
Big event this week was VW Group’s Annual Media Conference. TLDR. Some of the takeaways from the update. 2024 will be the most ambitious...
The Sino Auto Insights team
Mar 14, 20248 min read
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SAI Weekly #10 - 24: BYD Goes Low(er), EU Leans Protect, By 2027 - Cheaper to Manufacture a BEV
Had the chance to moderate a panel on EV batteries with Ilaria Mazzocco, Steve Levine and Henry Sanderson yesterday for Reuters and...
The Sino Auto Insights team
Mar 7, 20246 min read
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SAI Weekly #09 - 24: Geneva Auto No Go, Apple Car No Go, BYD & the US Market No Go
Thought long and hard about going to the Geneva Auto show but I’ll be crossing borders soon enough for work so I pulled the ripcord. Glad...
The Sino Auto Insights team
Feb 29, 20249 min read
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SAI Weekly #08 - 24: What is Tesla without Elon, Can Scout Win in the U.S., Silicon is the new Battery
And we are BACK! I couldn’t help myself and posted a non-newsletter newsletter last week even though it was Chinese New Year. We are...
The Sino Auto Insights team
Feb 23, 20246 min read
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SAI Weekly #07 - 24: My Musings - Not a Newsletter, we are on Lunar New Year holiday technically
I wasn't going to write a newsletter this week so think of this as my musings on a few things that happened this week. Talked to some...
The Sino Auto Insights team
Feb 16, 20249 min read
1 comment
SAI Weekly #06 - 24: Tesla Layoffs, Ford's Non-Revelation, VW Back on Top in 🇨🇳
Above picture courtesy of CarNewsChina With the Lunar New Year right around the corner, travel season for visiting families has hit full...
The Sino Auto Insights team
Feb 8, 20246 min read
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SAI Weekly #5 - 24: GM Now Long Hybrids, Didi & CATL Join Forces, Japan Still #1
The Lions completely tightened up in the 2nd half of the NFC Championship game so we will not be going to our first Super Bowl EVER. We...
The Sino Auto Insights team
Feb 1, 20248 min read
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SAI Weekly 04 - 24: My Tesla Rant, BYD Democratizes Autonomous Driving with DJI's help.
Pictures of the Cybertruck are starting to make their rounds on Chinese social media since landing this week for its China tour. For...
The Sino Auto Insights team
Jan 26, 202410 min read
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SAI Weekly 03 - 24: BYD Launches 3 NEVs in Indo, 10 Years for Mary, SAIC Sandbags
Tesla, Li Auto now NIO have kicked off 2024 with a BANG. All slashing prices on their products. Legacy Auto was hoping that their EV...
The Sino Auto Insights team
Jan 18, 20247 min read
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SAI Weekly 02 - 24: BYD has a boat, CES Roundup, GM & VW Down in the Middle Kingdom
I’ve been tracking some of the announcements out of CES and a few of them seem pretty interesting but most of them, specifically from...
The Sino Auto Insights team
Jan 11, 20247 min read
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SAI WEEKLY 01 - 24: 2024's Big, Bold Predictions
I was also supposed to be on a plane to Vegas soon but alas, I may not make it. Pretty bummed about this but I am planning my trips for...
The Sino Auto Insights team
Jan 4, 20247 min read
2 comments
SAI Weekly #47 - The final newsletter of 2023: The Year in Review
After a brief hiatus, we are BACK. During this brief hiatus a few things happened that are worth noting for the city of Detroit, one that...
The Sino Auto Insights team
Dec 28, 202312 min read
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Battery Swapping is Contagious, Telsa Ups & Downs, Mary's Firedside - SAI Weekly #45
Quick hits today. Holiday season so lot’s going on and will try to have a Year in Review newsletter before the end of the year and an...
The Sino Auto Insights team
Dec 7, 20236 min read
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NIO Spreading Swap Love, GM's Gift to Investors, VW Is too slowly) Getting Smaller - SAI Weekly 44
We are headed down the home stretch now of 2023 with Thanksgiving just passed and the Le family ready to put up the Xmas tree. A reminder...
The Sino Auto Insights team
Nov 30, 20238 min read
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NIO Finds Swapping Partner, CA Dreaming, PHEVs & EREVs Find a Place in China - SAI Weekly #43
To my American readers, Happy Thanksgiving! I have alot to be thankful for this year and it's always important to reflect on everything...
The Sino Auto Insights team
Nov 22, 202312 min read
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