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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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The Sino Auto Insights team
Mar 28, 20244 min read
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...
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The Sino Auto Insights team
Aug 9, 20238 min read
BYD's 5 Millionth, Ready for eVTOLs(?), SF Not Down with more Robotaxis - SAI Newsletter 31
I want to move delivery back to Wednesdays to help with evening out my week so here goes. The big non-news this week was that NIO and...
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The Sino Auto Insights team
Mar 15, 202312 min read
VW's Big(ger) Bet, BYD & (not) the UK, Nvidia's Importance to China - SAI Newsletter 11
For those wondering, I am a BIG fan of the new-ish Land Rover Defenders but not the 130, which is the long wheelbase version. I think the...
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The Sino Auto Insights team
Jul 28, 202211 min read
Checking out some EVs, Diess Out of VW Group, China and Chip Fabrication - SAI Newsletter 29
I’ve been a very busy beaver the last week. Friend of Sino Auto Insights and industry insider Mark Rainford dropped into Beijing to try...
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The Sino Auto Insights team
May 11, 202211 min read
Tesla's Anemic April sales, US Lifting Auto Tariffs (?), (+) Nickel, Lithium - SAI Newsletter 18
Covid positives aren't going down so holding firm here in Beijing (BJ) which means kids and parents still online. Let me also emphasize...
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The Sino Auto Insights team
Apr 7, 20218 min read
Tesla Q1 Numbers Impress, Genesis Lights Up Shanghai, BYD Quietly Kicking Butt - SAI Newsletter 13
Going over some of the news this week about the new automotive brands that are being launched and all of this technology being stuffed...
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The Sino Auto Insights team
Jul 25, 20207 min read
The Two AV Startup Categories, Merc EQC Struggles, Autonomous Indy 500 - SAI Newsletter #28
I really enjoyed moderating the EV panel last night as part of the US China Series half-day conference. I think overall the conference...
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The Sino Auto Insights team
Jul 15, 202010 min read
Blueprint for Detroit, 'Clean' Commercial Trucks, GM losing in China - SAI Newsletter #27
Seems like Tesla’s rise is lifting ALL boats or more appropriately EVStartups. Nikola, NIO, Lixiang recently, and this week Henrik Fisker...
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The Sino Auto Insights team
Jul 9, 202012 min read
Again - Tesla, ICEs to EVs, China EVs taking on the EU - SAI Newsletter #26
The biggest news this week, which I detail below was Tesla’s incredible CQ2’20. Their sales and stock price continue to roll. I pulled...
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