In this segment, Jamie Butters, the former executive editor of Automotive News and the Detroit Bureau Chief of The Wall Street Journal, breaks down why China’s automotive industry represents asymmetric competition built on cost, scale, and speed.
Jan and Jamie also tackle the affordability crisis in the U.S., the disappearance of small cars, why average transaction prices climbed above $50,000, and what that means for the future of market access.
This is a hard look at structural cost, product strategy, and the long-term implications for legacy OEMs.
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➡️ https://theautomotiveleaderspodcast.com/
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