China is Coming: Observations from an Expert | In Depth
ฝัง
- เผยแพร่เมื่อ 20 ก.ย. 2024
- Head on over to CharityStars.c... - help a great cause and enter for your chance to win this awesome prize - the Tesla Model Y Performance and $10,000 cash! And don’t forget to use the code NOWYOUKNOW when checking out to get 250 additional free entries and increase your chances of winning!
To get the 100 pk of blades for free, make sure to add it to your shopping cart, and use the code 'nowyouknow'. Thanks again to Henson Shaving for sponsoring this episode!
Henson Shaving: bit.ly/3CMf5Mq
#sandymunro #munrolive #tesla
Use the code NOWYOUKNOW to get 5% your purchase today at www.BigBattery...
Want to buy Zac and Jesse's shirts and help support the show? Visit nowyouknow.eco... to get your merch!
Use promo code “NowYouKnow” to get your free trial of A Better Route Planner Premium.
abetterroutepl...
abetterroutepl...
apps.apple.com...
play.google.co...
Check out our Now You Know Clips channel here!
/ @nowyouknowclips8435
Check out Energy Pals here:
energypal.com/...
Patreon:
/ nowyouknow
Our Amazon Associate Link:
amzn.to/2JFZjaE
International Amazon Associate Link:
geni.us/NowYouK...
Sandy is 73 and has SO much experience. listen to this guy, that is one of the few that actually KNOWS what he is talking about, as well as having business, people and historical understanding.
You better listen?☺️😄😆😆😂😂😂🤣🤣🤣🤣👏👏👏👏👏
You'd* (you had) better listen.
"You better" is poor English 🙁
Sandy is 72 you Dingus
He talks like a racist and a xenophobe. "We should hate people because they aren't like us"
is his message. Sad.
@@knoahbody69 @knoahbody69 Interesting observation! How much have you actually listened to this guy to draw that conclusion? ..While even missing the whole point by 100%? 😀. Impressive self delusion, where you extract precisely what you need to serve your narrative, totally out of context. Laughable. See the video again, know your history. Get smart.
I live in China, in Guangzhou where I was living, more and more cars are electric, they don't have to pay to register their cars which is VERY expensive there, to encourage them to buy them. It costs them a lot less to fuel them than gas cars and gas is the petro dollar, they will go all electric and get better and better at it, surpassing the US, just like their train system, just a matter of time, wake up USA! peace.
@@thomaslemay8817 You're looking at the high speed rail system in a vacuum. Even if it's losing 44 million dollars a year, the system promotes economic activities as more and more people can get to work faster and encourage other economic activities because people can shop and travel across the country which drive up the overall GDP. It's like saying our highways in the US costing of Billions of dollars per year to maintain not realizing without it, our economy would crash. That is why there is an old Chinese proverb that says "If you want wealth, built roads." This wisdom applies to rails too.
@@thomaslemay8817 This is where the US can't get their mind out of the capitalistic gutter - infrastructure is a national foundation where economy is grown - that is the Chinese thinking. The economic stimulation of the rail system reaches so deep and far into every corner of China, you can't even imagine it.
SHORT SELLING OF GOLD AND SILVER SEEN IN THIS WEEK...///
@@mikel4690 High Speed Rail was installed not to make a profit.
That is a ludicrous thought
It is a public good
In other words it is there to raise living standards
Actually, public infrastructures building it's a kind restricbuting of wealth in a grand way, the richest and poorest people will enjoy likewise facilities, in a way, it's against capitalists u.s. in nature.
This episode is one for the history books. Mr. Munro's knowledge of auto manufacturing is deep, wide and continuos. His seasoned perspective is incredibly valuable.
Great interview!
He didn't mention the unions cannibalized the big three.
The gentleman's on a mission to talk up China.
American cars may be crap.....Chinese cars are knockoffs of crap.
Don't leave your Chinese electric car charging in your garage..ever.
@@gc2696 that's what America said about japanese cars 50 years ago ,now they're the best selling cars in the world
@@gc2696 that's what America said about japanese cars 50 years ago ,now they're the best selling cars in the world
@@gc2696 but your name GC(get crap) says it all
I went to China, and I was very impressed with their vehicles. Most people in the West have an idea about China that is very ancient.
I hope there not built like the junk I get off Amazon
I know Chinese are better than what the West put them out to you.
I've been to China and am now 100 percent convinced China is the future.
@@izzyauna8814 because you only afford the junk of Amazon and dollar store . You don’t even appreciate a country produce affordable price for poor people in this world and you enjoyed them but never appreciated the low profit products
king 🐿️ s
Americans practice "Ignorance is strength." while the Chinese practice "Never interrupt when your enemy is making a mistake.".
😆 🤣
Well said. Kudos!
Bot, didn't anybody tell you not to talk with your mouthful of fish heads and rice.
Like what? Going back to Communism and letting the Communist party control manufacturing? They were making great strides and turning back the progress. I think it's CCP that is making a mistake..and I left the CCCP for the same reason.
@@paulsolovyovsky1702 The CCP is not CCCP.
It's so funny, because everyone here in Europe knows for such a long time that Chinese are going to take over the international car market. 🚗 American cars have never been an international benchmark so that's the reason why you would rarely find American car engineers in China. China is an extremely performance- oriented society that learns very quickly from its past mistakes.
🤣🤣🤣🤣
They have a dam that is slowly floating off downstream. When the Three Rivers Gorge Dam busts there goes China's crappy manufacturing base.
@George Smith Patton Jr.In fact, not all Chinese people think so. The essence of these people who identify with the Nazis is to oppose the existing regime in their hearts and, in turn, recognize the previous enemies, including all the achievements of the axis powers. But most normal Chinese people will know which are the achievements created by these scientists under totalitarian rule and which are the evil consequences of totalitarian rule. Most people with clear heads are against the Nazis.
Yes, im glad to see that. Not because of Americans, but because of German Auto industry. They are making monopol and they destroyed brands like Tatra, beetle is stoled actually and so on. Capitalism is going down now, so Europe is taking US with it..., On the other side Chinese and Russia will be united forces. Other smaller countries will choose their own side, but i think sooner or later go with Chinese.
@George Smith Patton Jr. I thought we are talking about mainlander chinese.
I live in the Philippines. Geelys are sold here. They have the latest technology and are exquisitely well put together. They have integrated Volvo quality and technology into an inexpensive base model car that sells for about 27k USD, and that's with the Philippine 40% import duty tacked on. The US can not compete.
happy that you like it, in China, however, we gradually go to EV cars. The best-sold ones are Tesla Model 3, Y (given that they have a factory in Shanghai), and BYD (very good local brands, they produce very nice batteries), BYD gives very high quality-price. There are tons of EV brands, NIO, Xpeng, MG, ....
If anyone in the jeepney association in the Philippines is thinking at all, they might partner to build an infrastructure to support battery charging stations. Several decades ago I recall doing a paper on electric cars by the big three here in America and I was astonished at how woefully behind they were contrasted to asian perspective on battery operated cars. It’s too late, $25,000 cannot even buy a decent new gas-powered car in the US today.
Are there any Geelys with fast charging ?
@@ynordia Not that I know of, if they allow them in it’s not going to be priced at $27k. The requirements are stricter here for foreign manufacturers.
@@JonMagno you're right, those prices are with 40% import tax while the US has no more than 5% so the raw cost with profit of the car to be shipped here would be 19k. Assuming regulation reqs cost 5K more, they could still sell it at a profit for 24K but realistically in the American Market they're going to sell it for a lot more
This is such a good interview. I'm in Mexico and we have some Chinese car brands here already and I'm sooo going to check them out. They offer more for less and and honestly they look pretty sleek and modern.
"That work ethic is going to be very difficult for anybody to here to catch up to". That is right, definitely not us the lazy americans.
And instead of waking up and working hard to compete in such health competition, US government will just brainwash us to see China as enemy and constantly bash them and might even start a war to wipe clean the debt we owe them. How long did the Roman empire last? I bet the United States of America will not outlast them.
@@derekkchung
Empire comes and goes in every 2-3 century ,but American became too cocky and thought that it's empire would last forever by itself. Just look at what happened to british empire.
@@overlordborn6131 Right. Maybe no more than 300 years.
Your all in for a rude awakening.
Are you speaking for the Chinese? You look Chinese.
Sandy is a local treasure. Every American should see this interview. (especially the uneducated, uninformed and lazy so called analysts who know so little about Tesla.)
Uneducated? "Elon Musk Confesses to Lithium Coup in Bolivia"
The Irony of your post is laughable.
The analysts are paid to lie! They are not clueless!
@@aclassmedicine3306 Nepotism and asymmetric risk/reward.
Tesla made in China
Never came across your video content. As a Chinese American who is fed up with a very bias mainstream media / youtubers. Your content kept the politics out and just report the fact. WELL DONE!
The very real and relatable wumao writing of "as an Chinese American fed up with racism/media/people"
@@gutersteinker Dude, isn’t everyone a wumao in your naive mind?
@@MrGuitar1975 look another 五毛 defending itself... CCP paying you well with their 50 cents?
Coronavirus is not political it's an attack by commie Country that doesn't deserve respect or our money to buy their cars. Remember they caused the pandemic.
What is wumao?
7 years ago, I remember buying an electric scooter from a china big brand. thought it was cheap and wouldn't last. 7 years later, other then a battery upgrade, i'd say its value for money, cheap and good!
I bought one second hand 2 years ago. It recently died after driving about 8000km (2 sets of tires), opening it up several times, damaging the seal and literally drowning the battery while off roading in heavy rain.
At 4 cents/mile TCO it was basically free, so I bought the exact same again this week. It has minor improvements and the price is 25% lower now!
I want to make a Solex style bicycle motor out of the old one :)
5 years ago I bought a 100$ Infininix (Chinese) smartphone, I'd no money and I hoped it would last at least one year. 5 years have past and it's still working as my secondary phone.
I also bought a Chinese scooter.
Not so cheap at $700.
The scooter lasted less than 6 moths.
Still under warranty they refused to fix it.
But told me that for changing my review from negative to positive they would pay half for the repair.
I have my DJI Mavic 2 with me and it's still the best drone for me. No other drone brands come close to this Chinese brand DJI. Not sure is there even a competition.
Sandy is a legend! - I watch your shows and Sandy's because both keep me informed and are awesome to watch. congrats for having Sandy on your show.
I work in the Chinese car industry, and everything he is saying is right, Chinese companies are pushing so hard on the EV front , the cars are really built well and are up to par on all aspects in terms of safety and quality. Chinese customers are very concerned about safety and only want the best. The cars from Nio, Xpeng , Zeekr , Hi Phi and other luxury brands are really pushing the boundaries, they are truly impressive in person and very appealing.
Also because of government incentives EVs have gained tremendous popularity, for example in Shanghai to get a license plate you must enter a lottery, maybe 200,000 people a month enter, and there are maybe 2000 plates, that’s slim chances ….oh and the plate costs about 15,000 dollars if you are lucky enough.
Whereas for EV cars you can get a special green license plate which is free with the car. This kind of incentive has driven the industry in the EV direction and will no doubt push to the rest of the world.
Hello!! Hello!! They brought us the coronavirus and now they want us to make them rich?! Hell no
yea all using copied or stolen technology because you know in china there is no law for stealing intellectual property.
I have a friend from China and is also telling me the same information. She has recently bought her 2nd EV.
And btw, they are also been using 5G for a couple of years already.
China stolen technology? China brought us coronavirus? Those are just smoke screens your government put up upon you to block you from seeing the real problems.
In china EV isn't a wow because there had it way long ago, while the world says omg a car driving on batteries, china is like welcome to the chat, china start arming at range extenders, only SUV that can get 1000 miles is from china that's the li one and the model x and others can't stand a chance, when there go global with those nice interiors, more tech for a lower cost it's bye bye, even Tesla is fighting to stay alive in china
If they won't the best for people, why they created this problem that we are in today
My mother owned the first Honda Civic and she didn’t stop driving it until 2004 when she bought a new one and another new one in 2018.
That is a wow!
I finally replaced my 1998 Honda Civic five years ago with over 360,000 km on the clock. I heard the other day it's still going and been driven daily.
@@peterlittlejohn8933 amazing! I thought I was good at driving cars to death you beat me by over a 100K mi
Good call! Domestic vehicles are junk! 🇯🇵👍
I had a 1989 Civic lx, what a reliable car it was, sold it to my brother! I wish cars were built like that again!
As someone who has lived in China for 10 years now it really has changed my perspective on things. We are constantly brainwashed with propaganda in the US about China. The government here is constantly doing polling before making policy changes. This is how this one party is so popular here and will continue to stay in power. I'm not saying I agree with this type of government, but it is very successful and popular with the citizens of China. I do believe democracy is the best system, but things get done here, unlike in the US where we have to parties that bicker and bicker over policy and have both enslaved themselves to the corporations and the military industrial complex
What drugs are you on? I've never read a more delusional comment in my whole life.
@@autodidact537 Go read more Xinjiang Genocide stories then. That fits you well.
It’s amazing how far “honesty and integrity” go.
Sandy is amazing!
Thanks Zac and Jesse!
You are asking all the right questions!
Even without $1000's of Tax Credits off the price of US Built EV's - cars like the BYD Ea1 "Dolphin" will be able to sell at competitive prices - Chinese Companies have invested in innovation, efficiency and quality - the only US based company that will remain competitive is Tesla
If the rumoured Tesla / BYD battery deal is real, that's the BYD foot in the door.
@@rogerstarkey5390 I've also heard about this deal I thought it was real?
@@vickydada5595 How ignorant can you be?? Elon is the exact opposite!! - He cares about everyone But himself! - I agree the Tesla interiors could do with a make over by Audi / leading Chinese team
usa based company that will remain competitive is Tesla, YT and google
@@vickydada5595 ...wotdoiIknow....?
What people aren't grasping in the comments is that this isn't a world of countries anymore. This is a world of identifying talent and utilizing it in your company. Hyundai and Kia are full of ex BMW and Audi engineers and designers. XPeng developed its chassis with Porsche for one of their cars. The creator of Geely's SEA architecture, a very advanced and flexible architecture, used to work for Volvo. This isn't Asia robbing Europe. It's Asia looking at international markets and standards and utilizing available talent. Designers and engineers go from one company to the next and they're not always in the same countries or regions in the world. And the West has plucked the best and brightest from all over the world to create some of what we've done as well. So let's not get up on any high horses here.
I've read reviews and watched video reviews on NIO and XPeng. The quality of these cars is described as "Germanic." So, all of these silly notions of "cheap" Chinese products are just as wrongheaded as the jokes people made about Japanese and Korean products. China is no different. People are thinking politically when this is about making business movies. While I disagree with Sandy about Tesla in some ways, I agree with him in this video., If you were around when Toyota and Samsung were a joke, you realize that China is going to have a bunch of EV autos in the USA in 10 years competing with the Japanese and Korean cars sold here. the writing is on the wall.
At the moment Korea is the new Germany in the auto industry but China is overtaking in the aviation/eVTOL and the space/rocket sector...
China is already here they have been here. try to find something in your house that not made in or partially made in China. So why not import the cars from China everything else is.
@@markadams5823 Absolutely.
THAT is all irrelevant when the country itself ( China ) is hated by the world. Something very suspicious was going on in Wuhan lab. Ex- workers/scientists were silenced and CCP were destroying evidence. Remember gain of function. I saw video Fauci's manager for the Wuhan ab admitted admitted they were developing bioweapons. China military presence in the Pacific Ocean and East India borders and showing aggressiveness is enough to despise China.
@@markadams5823 Now, in the state of the world nobody's interested. Aren't you paying attention the human rights violation history of China. The abuse towards muslim immigrants and liberally mistreatment towards Chinese Christians. And now , the carelessness and intent of release infected Chinese migrants to leave China and travel abroad
i am a Chinese. i worked in both China and US. i like American had very nice time here. but i when i looked the labour in China. they are really admireable. i am proud be Chinese
US might use the "for national security" reason to ban Chinese cars in the US, without any solid evidence to support such "reasons".
and then they nationalize all foreign holdings in China.
A super bully, a bully of bullies, disguised as a “democracy”.
Common people should boycott chinese products..only solution
Small countries like Aotearoa New Zealand and other South Pacific countries with no domestic vehicle manufacturing will snap up inexpensive Chinese EVs if the US doesn’t want them.
SHORT SELLING OF GOLD AND SILVER SEEN IN THIS WEEK...//
My first new vehicle purchase, after owning three well-used American made vehicles, was a 1983 Nissan pickup. I spotted one of these one day while crossing a parking lot as a student at US Navy "A" School. It stood out among the sea of cars around it; good looking; I instantly wanted one. When I got home from school to shop for it before reporting to my next duty station, my father advised I also shop Chevy and Ford to compare. It was good advice, both of their offerings were miles behind the Nissan at that time. That little truck was reliable, starting on the first try, in any weather, almost every time (unlike most American vehicles at the time), ran like a top, and was well screwed together.
I am in agreement with Sandy; we're about to see history repeat itself with a Chinese EV invasion. I'm old enough to remember hearing certain people carry on how they'd never buy a Japanese made car, only to find these same folks owning one a few years later, once sufficiently fed up with Detroit. How much has Detroit REALLY learned since then? They may make better vehicles now, but they're just as unprepared to withstand another foreign invasion now as they were in the late 70's/early 80's.
japanese cars are reliable always have been and came to the usa in a time when the big 3 were faltering in there quality. i drive hondas almost exclusively. But i am so tired of seeing made in china, that made in china sticker to me means shit quality. When i see made in japan i know its a solid pc of equipment. I will never buy a chinese car. except for tesla i may never buy an american made car from the big 3 again either.
I was one of those who would rather walk than own a "rice grinder". After blowing my budget year after year on shoes and repairs to my chevys I purchased a Toyota. And have owned Toyotas ever since.
@@chrisfrisch1347 you just typed that uniformed comment on a Chinese made device.
@@chrisfrisch1347 You're still living in the 90's.
@@nordic5490 Sandy did mention the *Luddites* , and that fella fits the bill to a "T".
Great show guys! I’m sharing this with my friends who are not yet convinced of what we see coming. Keep up the great work!
The only way products like cars from China will succeed in the west is if they are shoved down our throuts, the quality is trash. You can't compare the Japanese and the Chinese and I'm old enough to know the Japanese cars was not "crap" their products worked, and at least a few yrs, lol if the Chinese could produce that then I'd be concerned, you can't compare a Chinese product that breaks down and or possibly malfunctions to a point that could kill you within months. These guys remember what they remember cause this ford guy was initially biased for Ford at the beginning, Not an objective outlook if you ask me, my pops worked for Ford for decades but I was not as closed minded as these dudes. I'm old enough to know the difference between Japanese and Chinese and you gotta be a shlep to buy Chinese and expect the product to last at least a year. Btw, I grew up with Ford , but could only afford Japanese and I never had a satisfying experience with Chinese like a had with Chinese for anything.
@@greenhornet-law5828 Only time will tell.
@@maloney7461 time? Wake up...time is up.
Jus tel dem 2 go digital 🤪
Hope China's coming, their system is actually working and improving living standards for their 99% ( not just their 1%). Maybe we can learn from these people rather than fear and smear them.
I love that Sandy is always completely brutally honest.
He is absolutely a National Treasure.
Right on
It's good for China he is not in charge
@@forgaoqiang actually he would work with china to get stuff done.
Stunning content. I now see Sandy as being equivalent to Tony Seba in transportation. Best presentation in last several years and totally believable. Kudos to Now You Know.
@@ThereWeWere-Gone why limit to the car, just everything made in China
Absolutely fascinating interview with terrific questions posed to Sandy Munro. Really illuminating, and I'm very much looking forward to the next part of this "China is Coming" series.
"most of the american brand are making money from China's market, not the US"
man, that must be a big punch in your american pride.
TRUE FACKTS OR THE FAKE AMERICAN PRIDE ..!They are now on 9th iconomy in the world china will be #1 ..!I think TEXAS will be separiete country in the future ..!
India has more people, and they need the same help China got with Jimmy Carter. It's their turn
@@trutacgear China doesn't even have the best economy growth in Asia
@@Beantastrophe looking at growth doesnt say anything. kosovo has huge growth and the best i can do today is to be an american colony. So much for the growth.
It’s because manufacturing in US is expensive while China doesn’t pay as much .. how can anyone compete with China when their manufacturing rates are so low
actually in 2021 it was shocking for me to find out that the infiltration rate of EVs in the Chinese market had reached 25% in many cities. it happened way sooner than many people had expected. Chinese consumers have the passion for new things.
It's not about passion , Chinese ev are becoming better and alot cheaper too because company like Tesla is only making luxury ev and not an affordable one.
It’s because of the air pollution issue that was so bad a decade or so ago. Chinese government implemented a lot of policies designed to limit ICE cars and incentivize EV.
我在一个城市人口只有二十万，周边农村人口八十万的小城市，这里有很多农村和城市的中老年人购买只需要三四千美元的电动车用于出行购物。便宜、方便。小巧灵活。
Even the video games industry, China is now pushing forward. Only four years ago, Japanese developers held a monopoly on the top games in Japan, said Daniel Ahmad, a senior analyst at Niko Partners, a video game research firm. Now, about one-third of the top 100 mobile games in Japan come from China.
China also has an absolutely massive middle class that can afford it. The US middle class is shrinking fast
Holy smoke! It's been so long since someone just said it straight out. Thank you for that interview!
I'm impressed. This man is legit. Give him power. Put him in government.
He's not there to impress you nor me or anyone. Listen to the man's truth not how well he talks.
He is certainly well informed as an analyst.
He's too smart for Americans
Remember Fauci? That's what happened when a wide guy need to deal with politicians.
Ok, apart from confusing “nm’s” with “mm’s” a millimetre chip is not that impressive…
Zac & Jesse, this is The Interview Of The Year!
Amazingly unique content, I loved every second of it. It was a very interesting conversation about the next 8-10 years. I'm so excited about the future of personal transportation, about the global electromobilization, about EV and battery manufacturing.
One of my uncle's had two farms and he wanted to purchase a good little pick up truck. So I mentioned that the little Toyota Diesel truck would be good for him (back then, Toyota did sell Diesel trucks here in Canada ). My uncle just looked at me and said : " No, they were mean to our soldiers in the war ". Hence, I NEVER talked to him again about ANY Japanese vehicles. I knew where he stood on that subject. PERIOD ! ! ! He eventually bought a GMC truck. Cheers from Canada, snow country.
13 years ago I worked for a German automotive supply company here in Australia 🇦🇺. One of our engineers said when they spoke to the American car companies ( ford and Gm ) about a price rise for our products they said “no, we will just buy it from someone else”. No negotiations just a flat out no. When they spoke to the Japanese companies (Toyota and Mitsubishi) they replied “ let’s work out a price that we can both agree on”. That’s the difference.
Another great example of bad American management was when ford Australia 🇦🇺 was being run by a local general manager, they made a profit. The next gm was American, that’s when they started losing money. Holden ( GM Australia 🇦🇺 ) was the same.
You know it's funny, when we spoke to NIO a month ago, we actually suggested they talk to Munro to help show the world just how well built their cars are.
"Norwegians" are testing Chinese cars and noting....
"That's an Audi switch"
"That's a Mercedes button"
etc.
China makes the parts, the "home" companies can't make those parts at home for the same price, at the same quality.
@@rogerstarkey5390 So?
@@hahtos So, Chinese companies should do well since they have already been manufacturing so much for the rest of the world...
@@hahtos
"So", Chinese companies can produce quality parts at the necessary price.
We know they can build quality as well.
"So?" Is the attitude which will kill the other brands.
@@hillbillyintheasia6122 lol. Cars made in China uses robots too Plenty of videos online.
Sandy Munro is the Best! Some people call him old fart , but he is a smart and respected guy and i adore him and i listen to everything he says! You guys better to listen to Sandy and respect him! Kudos to Sandy and to your show, try to bring him more to the show!
Some people are so stuck on ageism, he's an old guy but more Forward thinking than most much younger people. Some people think they're a tech head cuz they know how to operate an iPhone but no nothing about how anything works is designed or engineered. Quoting a processor name or speed doesn't qualify you as an engineer.
Maybe I’m biased here because I’m Chinese, but I like to think I’m American first. China used cheap products to gain enough funds to go into making quality products. China is surpassing the U.S. in phones, trains, and now supersonic missiles.
The manufacturers in China can do what ever quality that sells. Cheap sells because a majority of people buy want affordable. You don’t just start selling luxury items out of nowhere, you have to start at the bottom.
Never underestimate the Orientals. They are wiser and finally smarter because they believe in learning from others who are smart and progressive but they would overturn the table on you. Don't forget Chinese invented many basic products such as papers, silk, textile, ink, printing, explosive material, compass etc
Boycott. They brought the coronavirus and have the nerve to sell us whips?!?
Asians not the "O" word
wow the racist westerners can't accept the truth. BTW COVID was in Amerika in mid 2019. And in Italy in April 2019. Even the CIA intel report sank as they couldn't make up "facts" to blame China.
@@dyong888 psh people are so dumb including “orientals” or whites and dyong nobody is afraid of being called racist that word is so played out. People are the same people who judge based on race or see the world through race and racism are small minded. Westerners aren’t racially superior. Our way of life is better because Of the principle of the enlightenment. Give me liberty or give me death and hopefully someday the rest of the world will adopt this attitude and the oppressive governments of the world will fall. God help us if this doesn’t happen because if tyranny wins and the west falls the world will become a dark place. when countries like China have the technology of the future and no limits on there power regular people will fall forever into slavery. Freedom creates life Government destroys it. Fight for freedom be a human before it’s to late
@@dyong888 please understand that most of us love the Chinese people we even sent many of our young men to die helping China to stop the rape of nan king when Japan committed he out acts during the Sino Japanese warWe don’t like the authoritarian nature of the Chinese government.
The old man is right, I also know the first Japanese car coming to Europe some 50 years ago. People looked down on Japanese cars but I have been driving Japanese all my life. Chinese cars will definitely come in the European and American market. China has a greater advantage than Japan because it has 5 times bigger domestic market than the usa. The electric vehicles will be much cheaper than any other brands and they are already leading in AI which will be part of the vehicles.
Quality =/= Quantity
I’ve been doing pretty well with Japanese cars and American trucks. Had an 88 f150 still driving fine while the body disintegrated around it. When I was young me and my friends had a beater Honda Civic that never had an oil change even once and we gave it away still running years later. Now that I’m older I’ve had 3 generations of civics, an f150, f250 and a Chevy 2500 (with a plough on it) and all of them have been great to me requiring almost nothing besides routine maintenance.
China has copied the Japanese Economic Model; the US automotive and general economic model was easy pickings for anybody who had a belief in Long Term Marketing Strategy and Long Term Economics.
The US companies like GM, Chrysler had to report Quarterly; pay dividends quarterly. At Least Ford had a big % that was family owned!
Meanwhile back in Japan post WW2 Demming was sent to Japan to help Japan recover as the US had adopted a Christian Ethos on how to turn old enemies into allies; the marshall plan went into action; Demming was a seriously smart man, and so was Mr Toyoda.
US arrogance continued with its short term economic model right up to this day!
Japan had adopted this Window of Economics Strategy; In the 1950's it selected the following key markets that it wanted to Grow its Combined Market Share, it developed an Economic Model of Co-optition! Japanese companies didn't compete against Japanese Companies!
The market segments that Japan initially selected included the following:-
Ship Building
Electronics
Computer Chips
Optics
Automotive; motor bikes, cars, outboard motors etc
And later the computer Chip
And cellphone
These industries were not just backed by these very large Japanese Organizations but also the japanese Banking System!
And yes behind that, we basically had the The bank of Japan and the Japanese People who are the most indebted nation per capita in the Western World!
So how did it work out for Japan?
1.Ship Building, according to the Boston Consulting Groups Growth Share Matrix, I would say it was a fail although I can see Japan building a strong navy to combat China and North Korea; Score 2/10
2. Electronics; yes this has been a success in up market smart tech; Score 7/10
3. Computer Chips etc; Score 6/10
4. Optics; did really well in the 1960's to the 80's, they are still good at basic consumer stuff but I think they have lost the battle at the very top end; I still give them a 6/10
5. Automotive; well this is such a radically changing market segment! Yes Japan has done extremely well here and yes their economic Strategy to buy Long Term Market Share (LTMS) has been amazing! According to the BCG growth Share Matrix Japan could cash Cow this segment for a couple of decades and bank all the dividends! However the Germans are not far behind them and Teslar is according to the BCG analysis is a Star Brand/ Product, it is the market disruptor! To me China is too late and I wouldn't want heap of money of mine being invested in Toyota, VW, GM. I'll only give Japan 3/10 in this category because of all the financial support its Automotive industry got. This is where Japan's massive debt has come from! The Japanese people paid for its Automotive Market Share Score 3/10
6. Cellphone; well Japan lost this battle big time! Score 1/10
South Korea copied Japanese economic theory and practice;-
It has done well in the following:-
Ship Building, Electronics, Computer Chips, Automotive, and cellphones.
China is also copying Japan's Window of Economic Strategy, and like Japan China has a Massive Demographic Cliff face its about to fall off; China like Japan is heading for Stag Deflation; an Economists worst Nightmare! And in China's case it will last for Decades!
Tesla like companies give tech to Chinese. According midea Chinese employee of Tesla give tech to Chinese company.
@@reviewerbibhuti5100 It´s a gamble, Elon is literally gambling that he can be the pioneer of electric car tech inovation and after he gets it and massproduces some teslas, Chinese get the Tech.
I don't know how it's possible Zac and Jesse but your In Depth's just keep getting better and better; amazing work !!
Agree
It’s the first show for me, and it blew me away! The information was coming from a fire hose, so much amazing content from Sandy Monroe. Great job guys.
What a treasure this guy is for America ! He should advise the president period! He is a realist because he travels ironically no surprise there! Americans live in a bubble most thinking they have the best in everything
Sandy is so knowledgeable, experienced, and wise we can easily forgive him saying 5 and 10 millimeter instead of nanometer. He was talking about the feature size and die shrink of the chips not their external dimensions.
OH.
I always smile when he says "NISHTA". Kind of a trademark for Sandy.
To be that up to date, at his age...
Id forgive him if he said 10 meters.
O - you americans and the metric system... What's a factor of 1.000.000 between friends?
😄
While he might be right about most, such mistakes only prove that you should never take anyone's words for face value no matter how confident they sound. He's a mechanical guy where nanometers mean nothing, I get it. On the other hand, he shouldn't be speaking in such detail about areas where his expertise is lacking big time. It wasn't just the node. Really smart people will know the limits of their knowledge. But the real fools are the presenters, who should have corrected him and provided a bit of critical feedback. A good interviewer does that.
Key point to take for Americans:
“Chinese work ethic is what’s getting China to get ahead”
Mainland Chinese work ethic? Lol. Yeah I wouldnt be to worried. Have u e we seen what the countryside looks like or some of the mainland cities? They have to hang nets on nine buildings to stop people from milling themselves they hate there job so bad. idont think hard wirk ethic Now Hong Kong or Taiwan yeah but they usually have many western values. Nobody is that altruistic. You work hard to get ahead and in China there is no getting ahead so if u are on a factory line in China making a quarter a day no matter how hard u work do u really think the average joe is going to bust his ass for some national pride. They got slave labor and don’t follow the rules so of course they can push out a ton of junk product.
@@attaining-stoicism3271Just my opinion, but I think you've missed the point. First, it matters not what individuals in mainland china think or what work ethic they have, the Chinese Work Ethic has nothing to do with individuals. Nothing in China does. The Chinese Work Ethic is the sticker on the bottom of everything we buy. Regardless, the point wasn't even this, it was what Americans need to pay attention to. Unless we change our focus from the stupid, petty politics of gender studies, race baiting, and division we seem to be consumed with and band together as Americans we are going to become a backwater pariah.
@@RoySATX that sticker can just as easily read India
@@RoySATX agree on the politics we need common sense but I also think I we need more positivity and less nay sayer. China don’t want none India scares the piss out of then. Watch soldiers cry fir there mom on the way to the border to fight.the one child policy made a bunch of mom and dads special little emperor
@@RoySATX the harsh reality is they are already at war with us and we need to wake up to that fact
As a tech & automotive enthusiast this conversation was simply phenomenal. Thanks.
Also disturbing. Beloved cars will be imprisoned In museums. The new cars will generic autonomous drones that you call up like a cab from an app on your cell phone.
@@alulatadesse1646 - So what ? At the end of the day, car is just a mean to take you from A to B. As such, its convenience, safety and efficiency are what matter most.
your brainwashed,it was total bs,clik bait.. the cost of being green is 5 times what we pay now.. fact..look into re cycleing wind towers.. there a fkn joke..
its so NICE to hear some wisdom now and then, away from the TOTAL CRAP from WhiteHouse.
The new blade battery from the Chinese firm BYD will take over all the Electric Car battery; even Tesla, the biggest EV car manufacturer in the World, will start to use the new blade battery from China.
22:27 As a Chinese engineer working in the self-driving car industry in California, I have to say that Tesla engineers have great work ethic. They are super smart, agile and open-minded to deliver revolutionary techs. Same as other engineers here in silicon valley start-ups as well as those in China. Tesla will be fine along with its Chinese competitors; but I am not sure whether GM, Ford, Toyota will survive.
船大难掉头，这些巨头迟早会死掉的
How can people ignore this man? It's obvious he knows what he's talking about, and it makes so much sense. I always enjoy listening to Sandy speak.
We in Germany must listen to him. Automotovr is Most important sector of economy here in Germany.
I do cringe when I hear him use kw instead of kwh or mm instead of nm.
You assumed average Joe wants the truth :).
We baby boomers were introduced to Japanese products in the form of cheap toys that would break, so we didn't expect much from their cars. Then people discovered they were reliable. Our local dealer selling Pontiac, Oldsmobile and Cadillac added the Toyota line. They soon saw fewer Toyotas coming in to warranty repair than the other brands. I see history repeating itself.
@Ben Benito Not at all true.
@Ben Benito - did you not hear what Sandy said?
Most car manufactorers are earning money on repairs ... its just out of date
@Ben Benito China played the cheap products game initially as it pulled itself up by the bootstraps. It has been mentored by the Japanese, Korean, American, and in particular the Europeans on design, manufacturing, quality control etc.
This reminds me of the old adage, to win a war you have to know yourself and your enemies.
Not saying the upstart Chinese auto industry is the enemy, but their cars are coming and we cannot assume they will be clunkers
@Ben Benito yep that's about right. Pretty much when it garnered the phrase the world's manufacturer. Think about it, we hate to admit handing over the blueprints, the requirements and design specs. Sandy called it in the video. The MBAs we churn out are playing checkers.
as someone who grew up in China came to the US for college and now work/live in Cali, this is some very interesting topic! The future sure is interesting to unfold
I have owned a ZEEKR 001 for 2months, You know what it feels like to drive it. It integrates my voice, body, car and mobile phone. The new gadget Geely is building is an intelligent travel robot, which goes beyond the concept of vehicles.
Yeah I've driven a Chinese built MG ZS EV small SUV! Love it and the new model has fixed everything anyone commented on over the past 2 years they listen and deliver.
Yep , Euro NCap 5 star crash tested they've just launched a 2nd generation MGZS ( Nissan Rogue size) with a 280 mile range fully spec at an entry level price in the EU market , Great Wall / Ora / Nio / Aiways / XPeng are following .
20 grand for a piece of crap its chinas answer to the yugo....
Its the worse EV ever, all western car reviewers say that so its credible when all wsterners says it.
@@cuteandfunnyearthlings2863 l wonder how much they are being paid to give that review...Chinas track record sucks from poisoning dogs to poisonous sheetrock to actually poisoning people ..and we still to this day invest in are own undoing for profit...
Instead of plugging in a diagnostic computer to determine a problem, you get a bag of fortune cookies.
chinas electric cars are actually on par with tesla. I rode around in one all summer. their auto factory workers LOVE their jobs by the way.
Which brand?
Of course they have to love their job if not they’ll get a negative social rating..
@@SuperAsian78 Let me guess. You're Hong Kong.
Well, I hear Tesla doesn't honor the warranty when you get a lemon and they are super expensive so that's not saying much.
@@SuperAsian78 right.
Just accidentally stumbled on your EV video, and loved it. Especially that you guys are objective when it comes to China. Respect from a new subscriber ☺️
When BYD, Nio, and Xpeng come, I'll be happy to compare the specs of their models and choose my next EV.
I got my eyes on the NIO.
It is a pity that the BYD cars you can buy may be much more expensive than in the Chinese market due to the tax policies of western countries. I like the BYD-Song very much, and its current Chinese price is $25,000-30,000.
If the XPeng P7 sold in the USA, the Tesla Model 3 would have a strong competitor and lose a significant portion of its market share in a few years. I'm not saying the Model 3 wouldn't still be popular. But it wouldn't be able to rest on its laurels and get away with some of the indifferent quality it has if the XPeng P7 was competing with it. China is for real. Made in China is no joke anymore. Not for certain products. And they're not just copies of other company's cars either as some arrogant Westerners tend to think and state way too much.
Sandy is right. Yamaha is a piano company first. They put the US piano business out of business by making affordable pianos efficiently and of excellent quality back in the 1970s. Now they make many tiers of piano, including those that compete with Steinway. But, whoever rules the market now will change in the future. And don't play with East Asia. Including China. They're for real.
I'm not talking politics here. I don't like China's government one bit. But as an economic power, they are formidable. And, like it or not, the USA and the West depends on China otherwise Americans wouldn't enjoy the "affordable" prices we pay for products. My Apple computer, phone, my shoes, 60 percent of my clothing, made in China and not Chinese brand names either. So lets' not pretend we don't use Chinese-made products.
I can literally listen to Sandy explain anything he's passionate about in detail for hours.
Such a great interview... the editing was soo well done!! Really good flow! Thank you for doing such a great job.
We got too many lawyers, politician and not enough engineers. In other words, we need people that can solved problems not just BS their way of things. Mr. Munro is a wise man.
Wow, I was just mind-blown the whole interview. I am French/Japanese engineer, I would like so much to get my friends in France and Japan watch this. Maybe I can help you put subtitles in those languages?
I really love when Sandy comes on your show. It was a great conversation. I also do follow Sandy by self and watch most of his shows. What a great team!
Thank you so much for this video. When I first saw this title I thought to myself another China-hating/bashing video. However I found this video extremely informative in EV and the next generation of car making/driving. Sandy was also super informative. Sub to you guys and Sandy!
Yes, it was super informative and brutally honest.
The new blade battery from the Chinese firm BYD will take over all the Electric Car battery; even Tesla, the biggest EV car manufacturer in the World, will start to use the new blade battery from China.
Ya bro! I hate politic cause all they do is create hate!
Just watching your video again, this guy is so right, RCEP is officially on full effect, 0% import tax for Chinese car for 15 countries in asia
To Sandy: I’m so grateful that you are giving those interviews and opening people’s eyes. Because of you, anybody who is a total car amateur can access your world-class expertise. I cannot believe that you have to fight for subscribing to your channel. It seems to me that anybody with a brain must be hooked to it.
To Zac & Jessee: I’m glad that you attracted Sandy to your channel since you are asking intelligent questions. I cannot wait for the China episode.
Very well said.
So much knowledge!!!
Look at that black Tee shirt he's wearing, dude.
It's in Chinese !
sandy is such a dork lol 😂.. guys an "expert" but doesn't even understand "internationalists" and western multinational corporations literally built modern china from a frail weakling into a superpower and simultaneously gutted western industry because they have no nationalistic allegiances. china at the time had mobilized all its country as pennies on the dollar "slave" labor in the factories after mao took power. western countries should be incredibly ANGRY about our treacherous corporations and politicians who sold us out for greater profits --- but the citizens are too low-test. you guys all blow tesla on a daily basis just wait and see what's in store from them 🤣. no hard feelings towards china though.. I wish them the best. it's their citizens who sweat, and suffered in the factories. every country should have strong nationalized manufacturing and fair wages for workers.
@@chrishayes5755 Your English sux.
This guy is a real wise man. Everything he said made sense
Well i said when Nixon went to China and help them they would be in charge someday its happening Republican again screws the country
except when he said we never went to war with china
that actually happened more recently than ww2 in the Korean war so he got that wrong.
Why are we soooo stubborn
@@Luvgqueen21519 Nixon Reagan and H Bush helped China to expand!! now look what happen thank the Republicans, the three destroyed the Unions truck driver are lucky to make $16 an hour and back then was $28 an hour
China is Secretly taking over the not the United States Economy,but the Global Economy
Munro, I hope you stay well and healthy until after 2028, and tell us “I told you so”.
You are amazing
I have been watching China for a while now and everything Sandy said just makes sense.
I think the American auto industry is in serious trouble and there is nothing they can do
about it they are just too far behind the 8 ball, and they have no one to blame but themselves.
China is ahead and they will stay ahead no matter what these American auto makers do now.
Especially sense these CEO's of these auto giants can't seem to get their heads out of their
you know what.
I'm not American and I'd never buy a Chinese car over a Tesla, Japanese or German. It's not just about the car. China is a dirty word right now.
@@marklowe7431 then you are going to pay three times what everyone else will. Look at the motorcycle industry. Where are the best ones made? That's Japan. Once upon a time England and the US were in there....
@@marklowe7431 fun fact, Tesla is totally representatio of "trash quality" in China right now, telling u straight fact lol
@@yiyangqin4527 You keep telling yourself that. The term "Cheap Chinese shit" didn't come from nowhere. China steal design but hardly innovate. Good luck with all those natural resources. The way China is allowing the CCP to behave you'd be lucky to buy toxic waste from anyone.
@@yiyangqin4527 China is fake, just like their "Tofu Dreg Project" construction. LOL
The Reason most Auto Workers in China have a great Work Ethic is linked to an average annual wage increases of around 12%' every year, for past 20 years! Living standards and quality of life for Chinese Workers has been Rising non stop for 2 generations.
But Auto Workersin the USA despite relative high levels of Unionisation are economically worse off than 20years ago. Living Standards and quality of life for US Workers has been stagnant or in decline since the late 1970's
You sound like a loyal union man. The UAW is pricing themselves right out of the market.
@@robertheinkel6225 I am a Pizza Delivery driver in Worcestershire England - my point is that today China is a centre of excellence and innovation in the Car Industry driven by hundreds of competing companies and a highly motivated workforce optimistic about the transition to manufacturing New Energy Vehicles. 17% of China's new vehicles sales this year are EV's - The fact that the US Auto Industry is far behind China is more to do with the failure of Ford & GM Management to follow Tesla' s lead over the past decade rather than any action by UAW members.
By the end of this decade Ford & GM will be bankrupt and most Old UAW members will be driving Made in China EV's to their new jobs installing Made in China Solar Energy equipment.
The workers being unionized is the source of their "stagnant" standard of living. Their SOL is, of course, anything but stagnant but their victimhood mentality could very accurately be described as stagnant because, no matter how over paid they are, union workers always insist they are victims of (insert whoever they want to shake down here). Kill the unions and watch American manufacturing explode with competitiveness and profitability. The workers will make more money too because they will be providing value for their wages instead of using bullying tactics to force employers to hire them.
@@mattobermiller5041 less than 9% of manufacturing, as of 2019, are unionized. Quit drinking the koolaid...
@@mattobermiller5041 Kill what few unions there are and watch wages fall even lower because of corporate greed. Employers pay as little as they can get away with. Compare wages in the USA - the richest country in the world - with those in Europe. Same jobs, often for the same multi-naitonals, yet somehow MacDonalds etc. still manage to make a profit while paying almost decent wages, more than twice the rates than in the US.
Listening to a genius like Mr. Monroe made my day! One of the best episodes ever!!! My kids grew up taking apart our obsolete electronics. A great way to learn
This video was great I appreciate you guys and Sandy's guest appearance, NIO TO THE MOON!!! 🌒
"Social Credit System" is an on-purpose mistranslation. The correct name is "Society Credit System" or "Public Credit System" and has nothing to do with social media. It is all your credit card, debit, mortgage, unpaid utility bills, fees, and so on.
Sandy's point that he can't believe the legacy automakers can't see it coming is spot on. Beyond that, so few Americans have any concept of what is happening outside their own town, let alone other countries. I bet most Americans think China is mix between hardline communists and dirt poor farmers. The reality couldn't be more different. American exceptionalism will be our undoing.
You are spot on
Some
So true. "American exceptionalism" is just pure nationalist arrogance. Ironically, it's the same type of arrogance that led to the downfall of the Qing dynasty fueled by largely arrogantly ignoring the Industrial Revolution and underestimating invading Westerners
I’m old enough to remember the cheap Japanese car invasion. The initial models were junk, but people bought them due to price and gas savings. Very quickly, Japanese car quality improved and surpassed US models. While most of us agree with Sandy, do you think Ford and GM are listening to him?
What is phenomenal to me is that Japan accomplished this after being bombed back to basically a high school shop level when it came to industry in world war II, they did it on an island with relatively few people and hardly any natural resources.
If you look at China, they are starting from a position of being a huge country with a huge population and abundance of natural resources, and if we're going to compare China to Japan, I think we're going to be behind the curve in our projections.
@@47f0 China has the right population, the right mindset, the right experience to push technological marvels in todays humanity. If you compare America, the country is so mired with problems on division, race, anti intellectualism, poverty, FED money priniting. etc. America is definitely a declining empire but never thought it just happened so fast.
Ford and GM didnt care about Japan because US government defended them with sanction against Japan. Same story today: US government now tries to kill the economy of China. Muslims in China gets their businesses destroyed because of US lies about genocide. Chineese tech companies are banned. In stead of working harder/innovate better (the rule of capitalism), US choose the rule of a dictator: kill any competator.
Quality guru Edward Deming was rejected by the Detroit autos, but he was welcome in Japan.
@Laguna Bum Nah, of course not. Don’t believe all those China hypes. They ain’t coming through.
I have been saying this for the length of time I have been living in China... China is moving is fast and it is incredible to see and be part of it. Thanks for sharing this new perspective.
@David Moore International law issues. China dont want to let Taiwan and Hong Kong to be free. Spain and France dont want the Basque Country and Catalonia to be free. The english dont want to let Scotland to be free. Canada dont want to let Quebec to be free. Russia dont want Dagestan and Chechenia to be free...
Now, do you understand the true issue of Taiwan??? If the world support Taiwan, their own territories will want freedom as well...
USA and Australia are the only ones with more voice for Taiwan because they dont have regions that clearly want to divorce.
@GoochPanooch for me it is not about sides it is about what I see and I see a very progressive country that looks after their people. I see other countries fall short on many fronts that China is excelling at - they play chess when the opponents are playing chequers. I see it every day.
@David Moore You're not seeing the full picture. China would love to go back to the One China consensus of 1992 and not have to worry about a secessionist island. But as usual, the declining hegemon has to start fires in everybody else' backyard to distract them. Have the CIA and the neocons stop pushing for conflict with China and all this goes away.
@David Moore and there in lays your defeat. A lack of education on China and the idea of free market forces.
@@ricardoxavier827 You need to know your history to talk about "international law issues." The Chinese Civil War never actually ended, there was no cease fire. Under international law, war is still on, it's just the losing Nationalist Party fled the mainland and holed up in Taiwan for the past 60 years. Under international law, it's perfectly legal for the larger part of China to continue the war where they left off. And yes, Taiwan is a part of China, under international law. Why? The Republic of China (which is the Nationalist Party government currently holed up in Taiwan) says in its constitution that Taiwan is one of China's many states, and in order to declare independence, the constitution must be modified. In order to modify the constitution, all other Chinese states (that include 1.4 billion mainland Chinese) must approve it. Oh, and Mongolia must also approve it. Mongolia is claimed by the Republic of China's constitution as one of its states. So there you go, that's what's legal under international law. Letter of the law. You can talk about morality of the issue however you want, but international law is firmly on the mainland's side.
Frankly, so is the reality on the ground - both military and economic wise, mainland China can end the civil war any time. Not many Americans realize this, but militarily (at least with conventional weapons) we have no chance of successfully defending Taiwan. The oversimplified idea of we having the "strongest" military is a fiction - it depends on where. Over the past decades, our military has been build specifically for offensive projection. We attack non-parity opponents worldwide on short notice, bombing mud huts and running counter-insurgency. The Chinese military, on the other hand, focus on defensive intensity over projection - Google "anti-access area denial." It's worse than it sounds - any of our warships going into the Chinese ASMB/attacker/submarine combined arms umbrella can expect to not come home. Taiwan, 60 miles away from the nearest mainland coast, is deep within that umbrella. Their reach is tiny, but within that limited reach, there will be no fight, only a massacre. Beyond that, they have nothing to fight with and more importantly, nothing to fight over. Our reach is world wide, but everything is designed to smack banana republics.
Economic wise, if you talk to random person off main st and ask them "what percentage of Chinese GDP is composed of export to America?" They'll say something like 50, 70 or 90%, then say "we made them, we can break them." Reality? 2.9%. Which is actually a lot, but you bet they won't trade their sovereignty for 2.9%. Export to the world as a whole only account for 19% of their GDP. In contrast, export accounts for 40% of Germany's GDP. 60% of the Chinese economy is actually service sector, which makes them a service based economy, not manufacturing based one. It's just their manufacturing capacity is so high, that 2.9% of their GDP that is export to America actually translates to 70% of all items in the average American household. If import of Chinese goods end overnight, we'll feel a big change in our lives, they won't. All that is before bonds holding, foreign exchange leverage, etc.
You're entitled to hold whatever moral values you want, but reality is what it is, both in terms of international law and military/economic might to back it up. The writing is on the wall.
This has been the best program you've put out so far! 👍🏼👍🏼👍🏼
XPeng and Maxxus has completely taken over Norway now. It's gotten just as popular as tesla and is being used more and more as government vehicles. I can see chinese cars getting more and more popular and bought every day. It took just a couple of months from when they came to Norway until everyone started buying them
Latest update ✔️👏🏾👏🏾👏🏾
How is NIO doing in Norway? Too expensive?
@@HiddenAgendas NIO hasn't come to Norway just yet, it's primarily Maxus and SAIC Motor. But the price isn't really different than other japanese or german options. It can even be more expensive than general options most people choose here. Take the Honda CR-V 2022 vs the Maxus Euniq6 for example. The CR-V Special Edition AWD starts at $28.5k and the Base Euniq6 SUV starts at $31.3k
and BYD electric Buses are everywhere in Europe
@@stefanosong9314 also in UK it seems
21:15 The editing on Sandy is AWESOME! CU: "NONE!"
I love his honest assessments. I really wish the US government and auto manufacturers would get what he's saying.
They get it! They just can afford to move quickly, gas guzzlers are their bread and butter.
If you’ve never been to China, you’ll never know how ferocious the competition is there. It’s insane and scary. I just don’t see that competition in people here en-masse like I do in China
There is only one way to stop China - involve them in a disastrous war. Act One, Scene One half way through.......
All over the world we can hear the war-drums of US government funded propaganda: genocide, human rights issues and dictatorship. We have seen this movie before : Libya, Afghanistan, Vietnam, Syria, Iraq , Iran, Venezuela etc etc . China and many of the countries connected to Belt and Road are now attacked. European and American Big Businesses managed to destroy China in the Opium wars almost 200 years ago , will they succeed now ? The opium wars happened because China had no need to import European/American goods (=trade surplus) .
@@ellengran6814 glad someone is awake
I tested drive a BYD electric car and an Audi electric car, and I would say Audi electric car is 10 years behind
Sandy Munro is a national treasure! Thank you! Great job guys.
Sandy is very interesting to listen to. He has decades of experience and no obvious agenda except to point out that the emperor’s have no clothes. Thanks for publishing a great interview.
Just look here over in Norway, for a while we only had a few EV's to choose from like Tesla, Leaf, Zoe, Ionic and E-golf, but now the market is flooding with cheap electric chinese cars from brand's like: Xpeng, BYD, Maxus, Polestar, MG ZS EV, Hongqi, Nio, Seres, Dongfeng and more. So far in 2021 pure fossil cars represent only 4,67% and 4,39% of the car market in Norway.
Norway has huge hydroelectric power resources so it seems that electric is the way to go, at least for urban driving. The big problem with current electric car technology , at least in Ireland, is a shambolically unreliable charging network, frequent IC'ing of charge points and vandalism to existing charge points. Also electric cars are comically expensive in Ireland and the choice is not great.
Things started slowly slowly at first but now seems to be moving quickly quickly.
Lol, why don't you use standard notation for decimals? It's the period symbol " . " not " , "
@@samuraijosh1595 Some countries use that notation system. Ie. Dutch and their old colonies like Indonesia. Just like the US still uses the imperial system, which ironically was of British origin. The Brits have since moved to metric while the yanks stick to it doggedly.
Yes, but the oil rich Norway is half communist country subsudising ekectric cars, junkies in tge Oslo center. Like the socislist state of California where DEM rulers grow their stomaks and the common man has to beg for living. Terrible USA! Your beloved Elon just moved his home and business to Texas and left a big hole in the Golden States budget incomes.
This is the most brilliant crystal ball view of the world wide auto future anyone could possibly see , what a gift to listen to Sandy tell everyone what time it is, Thank you SANDY!
Am watching this video on a OnePlus... And am happier with the price and performance over any Samsung or iPhone I've owned. He's not wrong!
I'm on xioami smartphone 😁
I love hanging out with Sandy. And Zak and Jesse is a huge bonus.
I love how people speak differently at work than when they are on a youtube video. I like the swearing. It feels more real.
He learnt "Art of War", no joke. Great insights.
It might be an old news but shocked me that there are 10 Chinese universities ranked in the top 20 world best engineering but only 3 in USA by US News. Also the #1 is not MIT anymore but a Chinese University.
It is far more than I was anticipating for the time that China will pass US in this major field.
It is a critical moment for both US politicians and individual people to really think carefully and make the mind that whether we want to continuously make China as our enemy that we have no chance to win with. Don't wait to realize that until China passes USA in every fields because it may be too late for these two countries becoming ever friendly.
I really wish that the two powerful countries could be peace and friendly ASAP.
In the late 1980s, i urged my Ford-loving mother to buy a Toyota, but she worked at a bearing plant that supplied US cars & would have been a pariah. Then the company was bought by Koreans, & it all changed. With my first good job in the mid-90s, i bought her a Toyota Camry. She drove Toyotas for the rest of her life.
i came here to find out what China's coming here for :) i ended learning about the industrial revolution, world war I, world war II, Tesla and a whole bunch of other companies lol. Munro never disappoints.
It is staggering how inept Western management can be. I served as a soldier for 22 years and was absolutely dismayed by poor management that I witnessed on entering the civilian workforce. In fact I refused to work for such companies and formed my own company. Sandy Munro has such insight to these issues and yet many in the Auto industry just won't listen to him - DUMB or what?
It’s hard to imagine anyone driving to their golf course, soccer practice or concert in a car that was made by a country that just killed over a half a million Americans. I can’t imagine any American driving a car made in China. I’d be afraid to park it anywhere.
I'm old enough to remember the Japanese car invasion, and the parallels to the oncoming Chinese invasion can not be overlooked. I'm surprised that he didn't mention BYD cars when listing the manufacturers that will be competitive in the US market.
Can't wait for 2nd part of this presentation.
Try to convince America on getting a Chinese car majority is gonna say why
@@lip124 I think you give American consumers too much credit. The majority of what they're buying is already Chinese. The only difference is that they're buying Chinese goods with an American brand label attached. As soon as they let that sink in they're going to say oh what the heck, I'll take two. Sadly there is no loyalty to the American worker.
I agree, BYD are the biggest company, and make their own batteries and chips from scratch. They even make the batteries for the Mach-E. They're even more vertically integrated than Tesla and have an enormous range of vehicles on their catalogue. And they already have bus and truck maufacturing bases in the US and in Europe.
The war is already won.
That's right he just missed to mention BYD which is the most important one from China and probably they would be the key player in the upcoming electric vehicles waves with their revolutionary LFP blade battery. BYD has just entered to India by launching their E6 MPV with LFP battery in 5 days ago. So, they are on the way to their journey to enter all continents like Europe, Asia and US indeed.
Best heart felt explanation of things to come from Sandy to date. Insightful, informative and rooted in a lifetime of experience.
No words for this channel excellent, best ever well-done guys. Look forward to your next video.
The DNA of Chinese is hardwork, patience, perseverence and innovation. Just look at how many of the daily stuffs were invented by Chinese : paper, compass, gun powder, irrigation in agriculture, etc.
Always a channel that I watch every episode. Great coverage that continues to get better.
Got to say, Sandy is spot on. More broadly what he is saying applies to so many other industries as well. Sandy, write a book on innovation, change and breaking the old business models of the past…
Watching and hearing Sandy, put me right back to my Automotive Shop class.
Fantastic video with Sandy Munro. Sandy reinforces my view of things. Just as an example, I bought Geely when it was $.075/share just when they started to make cars instead of refrigerators. It is too bad that Geely decided to not go forward with their flying car, the Terrafugia. Sandy mentioned several companies that I have stock in. I would love to hear his views on Lidar and FCEVs.
I remember the day I saw my first Honda Civic, my next-door neighbor bought a tiny, yellow one, when I was 7 yrs. old, in '75. I thought it was a clown car--not real. Within a few years I saw hundreds of them on the road and within ten years, nearly 1/2 the cars on the road were small Japanese cars. Same with Tesla's and EV's today, a few years ago I almost never saw one, today, I see them quite a bit and within a few years, nearly 1/2 of the cars will be EV's. Change happens faster than Harvard MBA's realize.
Would love to hear what Sandy would do if he was put in charge of the big 3. What changes would he implement, what strategies would he apply to get these companies back in the game?
theres big opportunity for the big 3 to reach out to him asap!! very good thought!!
Great questions!! There's no better person in the American auto world than Sandy to answer them.
Cos we're not going to hear anything honest or credible from the CEOs of the Big Three.
Hehe. The big 3 should probably pay him a lot for the info 😀
@V P That's a great point. The Americans went into Japan after WWII and helped them lay the foundation for the economic juggernaut Japan would become. There seems to be a common theme for the countries that succeed. A hard working populace. It probably wouldn't hurt American companies if they'd just cut out most of their middle management. Get rid of the MBA's and rely on engineering. This seems to be Elon's approach and it works. Its marketing, advertising, MBA's and accountants that destroy companies.
@@ikeherbst9356 they won't, they don't care about you
Great interview from the two guys who’ve become my leading online light for EV and Tesla news for the last few years. I was around for the Japanese onslaught on the UK market and I highlighted it in a Facebook post last week where I showed the forthcoming Ora Cat. This sparked a lot of conversation on this very topic with my predominantly British pals.
At the risk of being pedantic, the picture at 22minutes is actually an MG factory in the UK rather than Toyota but the interesting thing is that the Mazda MX5 was designed to capture the spirit of MG sports cars and was part of that very invasion on the UK motor industry some years later so all is forgiven.
21:34 Small note: just because an electronic chip is large does not mean it is old. It can be the integration of many chips and be saving space, amperage and response times.
Time to be scientific 🤔✔️