At The Wheel Podcast w/ Tu Le & Joe White

In this special edition of At The Wheel , Tu Le sits down with two leading design experts— Sam Livingstone (Car Design Research) and Matt McElvogue (Teague) —to break down one of the most polarizing vehicle launches in recent memory: the all-new Ferrari Luce . Ferrari’s first all-electric vehicle was supposed to mark the future of the legendary Italian brand. Instead, it sparked a fierce debate. I...

While much of the automotive industry focuses on slowing EV growth, a much bigger battery story may be unfolding behind the scenes. In this special edition of At The Wheel, Joe White and Tu Le sit down with Bob Lee, President of LG Energy Solution North America, to discuss the future of batteries, energy storage, AI infrastructure, and the next phase of America’s manufacturing transformation. Bob...

In this special Mackinac Policy Conference edition of At The Wheel , Joe White and Tu Le sit down with Glenn Stevens Jr., Executive Director of MichAuto , to discuss one of the most important questions facing the automotive industry: Can Michigan remain one of the centers of the global auto industry in the age of AI, automation, electrification, and Chinese competition? Glenn shares details about...

In Episode 20 of At The Wheel , Joe White and Tu Le break down one of the biggest stories in the global auto industry: China’s accelerating lead in electric vehicles, software, batteries, and intelligent driving systems. Fresh off a week in China attending the Beijing Auto Show , Tu shares firsthand insight into the most important auto show in the world — and why many Western automakers should be...

In Episode 19 of At The Wheel , Joe White and Tu Le unpack a rapidly shifting global auto landscape — where rising gas prices, geopolitical instability, and intensifying EV competition are colliding. The conversation begins with BYD’s latest earnings report, which shows declining profits despite massive growth in global vehicle sales. Rather than signaling collapse, Joe and Tu explain why BYD’s re...

In Episode 18 of At The Wheel , Joe White and Tu Le are joined by Alan Ohnsman, Senior Editor at Forbes , to break down the evolving story of Tesla — from its early days as a Silicon Valley startup to its current position as one of the most valuable companies in the world. Alan shares firsthand stories from the earliest days of Tesla, including the company’s debut in 2006 and the pivotal investmen...

In Episode 17 of At The Wheel , Joe White and Tu Le examine two powerful forces reshaping the global auto industry: rising oil prices triggered by geopolitical conflict and a major battery breakthrough from BYD. As tensions in the Middle East disrupt global oil markets and threaten energy supply routes like the Strait of Hormuz, automakers may once again face the consequences of volatile fuel pric...

In Episode 16 of At The Wheel , Joe White and Tu Le are joined by Henry Sanderson , author of Volt Rush and an expert on global battery supply chains and critical minerals. The discussion explores one of the most important issues shaping the future of the auto industry: who controls the batteries, minerals, and technology powering the EV transition. Henry explains how China built a dominant positi...

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 resh...

In this special edition of At The Wheel , Joe White and Tu Le are joined by industry experts Steve Levine (The Electric) and Paul Leinert (Leinert & Company) to analyze the most important developments shaping the global auto industry. The conversation begins with Ford’s stunning decision to scrap major EV programs and take a $19.5 billion write-down , signaling that the first phase of the EV trans...

In Episode 11 of At The Wheel , Joe White and Tu Le unpack one of the biggest developments in the global automotive industry: Tesla’s weakening sales and the accelerating rise of China’s EV giants. Tesla’s once unstoppable growth story is suddenly under pressure. Sales are down sharply in Europe, China, and the United States , while Chinese automakers like BYD, Geely, Chery, and XPeng continue exp...

In this episode of At The Wheel , Joe White and Tu Le explore the accelerating global competition in electric vehicles, autonomy, and automotive AI. The conversation begins with China’s latest long-term automotive roadmap projecting 80% electrified vehicle adoption by 2040 , highlighting how the world’s largest car market could soon move beyond internal combustion entirely. Joe and Tu discuss: * C...

In this episode of At The Wheel , hosts Joe White and Tu Le break down the biggest global automotive stories shaping the future of transportation. Tu reports live insights from the Munich IAA Mobility Show , where Chinese automakers dramatically expanded their presence and showcased cutting-edge technology—from intelligent driving systems to next-generation EV platforms. With 40% more Chinese part...

In this episode of At The Wheel , Joe White and Tu Le are joined by Reuters correspondent Nick Carey to discuss one of the most important developments in the global auto industry: the rapid rise of China’s new automotive giants. Nick recently traveled to China for the Shanghai Auto Show and reported on how companies like BYD, Chery, Geely, Nio, and Zeekr are reshaping the future of the automotive...

In this special edition of At The Wheel , Joe White and Tu Le are joined by David Kennedy, Toronto Bureau Chief for Automotive News , to break down a major geopolitical development that could reshape the North American auto industry. Canada has struck a new trade arrangement with China that could allow up to 49,000 Chinese electric vehicles annually into the North American trade zone. What does th...

In this episode of At The Wheel, Tu and Joe break down one of the most important weeks in global mobility. From Waymo’s aggressive expansion into four-season cities like Detroit and New York, to China’s robotaxi surge led by Baidu Apollo Go, WeRide, and Pony.ai, we dig into why autonomous driving is suddenly heating up again. We also unpack: * The real state of AV deployments in the U.S. vs China...

In this episode of At The Wheel, Joe (High Speed Rodeo / Reuters) and Tu (Sino Auto Insights) break down one of the most consequential Tesla earnings calls in history — and what it means for the future of cars, AI, autonomy, and consumers who are increasingly unwilling (or unable) to buy expensive vehicles. This episode goes far beyond Tesla. It’s about capital allocation, trust in automation, con...

The global EV story is changing fast. In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters / High-Speed Rodeo) unpack the latest data and strategies shaping the future of the car industry. They dive into: ⚡ The U.S. EV market’s slowdown — and what GM’s $1.6 billion charge says about consumer demand 🇺🇸 Stellantis’ combustion-heavy U.S. plan and John Elkann’s Trump out...

In this episode of At The Wheel, Tu Le (Sino Auto Insights) and Joe White (Reuters) sit down with Simon Wright, Industry Editor at The Economist, to unpack the forces reshaping the global auto industry. From Simon’s provocative article “Trump, Friend of the EV?” to the growing threat of Chinese EV makers in Europe, the conversation dives deep into how policy, tariffs, and consumer demand are colli...

Thank you Bill Bishop , Steve LeVine , and many others for tuning into my live video with Joe White - High Speed Rodeo ! Join me for my next live video in the app. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atthewheel.co

In this episode of At The Wheel , hosts Tu Le (Sino Auto Insights) and Joe White (High Speed Rodeo) sit down with Ed Kim , President of AutoPacific , to unpack why the U.S. EV market is stalling—and how China is seizing the moment. 🚗 Key Topics: * AutoPacific cuts its 2030 U.S. EV forecast from 25% to 17% * Chinese automakers like BYD , NIO , and Changan are gaining ground—fast * China’s likely b...

In this episode of At The Wheel , Tu Le Le and Joe White - High Speed Rodeo sit down with legendary automotive engineer Sandy Munro for a candid, no-holds-barred conversation about the future of manufacturing, electrification, reshoring, and U.S. industrial competitiveness. Companies and Organizations Mentioned: Startups / Innovators / Institutions • Newlab (Detroit), TechTown Detroit, Lawrence Te...

In this inaugural episode, Tu Le and Joe White discuss the current state of the automotive industry, focusing on Tesla's recent robotaxi launch, the challenges of autonomous vehicle technology, and the rise of Chinese automakers in the global market. They explore the competitive landscape, regulatory scrutiny, and the geopolitical implications of these developments, particularly in relation to mar...