The Next Auto Disruption: China’s EV Strategy for America

In this episode, we explore how Chinese carmakers are lining up to enter the U.S. through joint ventures, Canadian quotas, and Mexican assembly—and why that strategy echoes the Japanese and Korean playbook that reshaped the market decades ago. The core story is affordability: a massive gap below $25K that Chinese brands are ready to fill with high-quality, feature-rich EVs, potentially under familiar badges. We unpack what that means for IP sharing, tariffs, and whether legacy automakers can turn this wave into a two-way learning advantage.