Episode #9 - GM’s Tesla Moment? China’s 2040 EV Plan and Musk’s $1 Trillion Gamble

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Detroit meets global in this week’s At The Wheel with Joe White and Tu Le. The duo unpack China’s bold 2040 automotive roadmap, dissect GM’s Tech Day and its Tesla-inspired reinvention, and debate Elon Musk’s $1 trillion Tesla pay package. They explore:

• China’s plan for 80 % EV adoption and what it means for BYD, XPeng & Tesla

• Porsche’s shocking China sales collapse and the brand identity crisis

• GM’s new Sterling Anderson hire, the Escalade IQ’s “hands-off, eyes-off” promise, and what it reveals about Detroit’s software pivot

• How AI, autonomy, and data ownership are reshaping automakers from inside out

• A look ahead to the Reuters Automotive Conference in Detroit — and who’s winning the U.S. vs China race

Insight-packed, unfiltered, and globally grounded — this episode shows how fast the auto world is changing and who’s steering the future.

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