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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.
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The Future of US-China Relations & Technology with Michael Dunne | Podcast Episode
In this podcast episode, Michael Dunne returns to discuss the complex dynamics of US-China relations and their implications for the future of technology, manufacturing, and national security. The conversation explores China’s strategy in leveraging manufacturing and technology to gain a global competitive edge, the historical context driving China’s ambitions, and the potential future scenarios for US-China cooperation or conflict. Key topics include China’s rise in the electric vehicle market, the importance of rare earth materials and batteries, and the role of leadership in navigating these challenges. The episode also emphasizes the crucial role of Elon Musk and his companies in maintaining US technological leadership.
00:00 China’s Manufacturing Dominance
00:55 Introduction of Michael Dun
01:50 China’s Leverage in the Auto Industry
02:21 The Rise of Electric Vehicles in China
04:04 China’s Ambition for Global Auto Market Control
09:30 China’s Stranglehold on Battery and Magnet Supply Chains
11:18 Implications of China’s Control Over Key Technologies
13:33 The US Response and Strategic Considerations
15:18 China’s Influence in Global Markets
19:46 Potential Future Scenarios and Strategic Moves
22:21 China’s Long-Term Strategy and Global Influence
23:40 The Role of Local Economies and Partnerships
37:34 The Impact of Chinese Brands in Europe
40:44 China’s Influence in the US and Higher Education
42:05 The Asymmetry in US-China Knowledge
42:29 Chinese Automakers at the Munich Auto Show
43:03 China’s Strategic Moves and the Belt and Road Initiative
44:21 The Game of Go and China’s Long-Term Strategy
45:08 The Hundred Years of Humiliation
46:20 Comparing US and Chinese Cultural Motivations
47:57 The Role of Artificial Intelligence in US-China Competition
50:07 The Urgency of Technological Advancement in the US
51:09 The Impact of Chinese Electric Vehicles
01:00:10 Elon Musk: A Modern Da Vinci
01:10:11 The Importance of Understanding China
