EXCLUSIVE: Former GM Exec Warns Legacy Auto About China

Brighter with Herbert September 21, 2025
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China’s automakers are rising fast in Europe. With Tesla’s AI and scale, it’s the last Western EV giant standing. But when will China hit the US? Michael Dunne is a former GM executive when he was President of GM Indonesia and is now working as an automotive industry consultant as CEO of Dunne Insights, an advisory firm with expertise in global electric vehicle markets and battery supply chains. Follow X on X under handle @dunne_insights Website: www.dunneinsights.com 00:00 Detroit Revelation 01:19 China’s EV Push in Europe 06:21 Tariffs & Mexico Strategy 11:43 Detroit’s Complacency vs China 16:01 China’s Long-Term Ambitions 22:37 Tesla’s Software-First Revolution 32:03 Tesla’s Position in China 40:26 Tesla’s Success in China 47:24 Traditional Automaker Challenges 01:00:53 Chinese Brands Expand Globally Become a Patreon: https://www.patreon.com/brighterwithherbert Become a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Your support means alot! ❤️ My website: https://www.HerbertOng.com 15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables Buying a Tesla? Use my referral link and get 3 months free FSD. https://ts.la/herbert23392 My daughter: https://ts.la/amanda443323 Open a brokerage account at Interactive Brokers: https://ibkr.com/referral/herbert377 Let's get brighter! Website: www.herbertong.com X: @herbertong Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date. #Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock Merch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz $TSLA White Hat: https://tinyurl.com/bdd9v96m The Bots Are Here Shirt: https://tinyurl.com/2m2tpd7r

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