In Episode 13 of At The Wheel, Joe White and Tu Le unpack the biggest themes shaping the global auto industry after CES.
The headline: AI, robotics, and autonomous systems are rapidly becoming the center of the mobility industry.
At CES, companies like Nvidia, Hyundai, Boston Dynamics, and Chinese automakers such as Geely and Great Wall showcased how artificial intelligence and robotics will reshape both manufacturing and transportation.
Joe and Tu break down:
Why AI and robotics dominated CES announcements
Nvidia’s strategy to become the “Switzerland” of the AI ecosystem
Hyundai’s plan to deploy 30,000 humanoid robots by 2030
The rise of Robotics-as-a-Service (RaaS) as a new industrial business model
How automation is transforming automotive factories
Why Chinese automakers are quietly preparing to enter the U.S. market
The potential use of Volvo’s U.S. factory as a gateway for Chinese brands
The geopolitical tension between U.S. regulators and Chinese automakers
The growing importance of data centers, AI chips, and silicon design
The discussion also explores whether legacy automakers risk becoming contract manufacturers in a software-defined future dominated by tech companies.
As AI, robotics, and global competition accelerate, the automotive industry may be entering one of the most disruptive decades in its history.
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⏱ YouTube Chapters / Timestamps
00:00 Intro – CES and the Future of Cars
00:58 CES Highlights: AI Everywhere
02:32 Nvidia’s Role in Automotive AI
03:13 Robotics and Hyundai’s Strategy
05:50 Automation in Manufacturing
07:37 Chinese Automakers at CES
09:11 Geely’s U.S. Strategy
11:13 National Security Concerns Around Chinese Cars
13:26 Detroit Auto Show vs CES
17:08 Ford’s AI Strategy and Autonomous Systems
21:29 Silicon and AI Chip Competition
26:08 Data Centers and Autonomous Driving
30:01 Robotics-as-a-Service Explained
33:19 What’s Next for the Auto Industry
36:13 Final Thoughts
