Tyler Crowe
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Appearances Over Time
Podcast Appearances
So there was a little bit of that sort of involvement.
But I do want to give two anecdotes, I think, is a good example of this story that we're talking about.
You said, I'm too young to remember Japanese cars taking the market.
But I do remember that, I think it was an early or mid-'80s automotive magazine, where they lined up a Buick, an Oldsmobile, a Pontiac, and a Chevrolet right next to each other.
They were the exact same color.
They were the exact same body, build, make.
They looked exactly the same.
And it was kind of like an indictment of the American auto
industry getting very complacent with what they were doing and being like, look, you almost deserve to get your hat handed to you because this is what you're putting out.
And one might argue a little bit of that is happening today.
The other anecdote, and this is a little bit behind the curtain here.
I live overseas, a little bit of personal disclosure here.
And I do live in a country where Chinese EVs are popping up everywhere.
This was a place that we would see a
Imported cars from Japan, United States that were probably used cars or something like that.
And a lot of that is getting displaced by Chinese electric vehicles.
Almost all of the taxis these days are being quickly moved over to BYDs or something like that in the electric vehicle space.
So it is interesting to see it on an anecdotal basis really happening.
After the break, we're going to go from the business of making Chinese EVs to the actual investability of the Chinese EV market.
There's a little bit of irony in the emergence of new EV companies, both in China and, to a lesser degree, the United States.