Driving with Dunne

Driving with Dunne

Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehicles. He’s going to answer questions like: Which EV brands are the best? Why is the charging experience so unpredictable? Who makes the best battery? The electric vehicle revolution is a global race that China now leads with America way back in their rear view mirror. Who will win out - and why? Every episode of Driving With Dunne equips you with powerful new knowledge about the future of these battery-propelled computers on wheels.

Episodes

April 17, 2025 34 mins
When it comes to China, most Americans are mostly in the dark. Don't believe me? Just quiz your friends. Ask them to name the five largest cities in China. Or to tell you the difference between people in Fujian and Sichuan, or Beijing and Guangzhou? Or how many cars China exported last year.  Is China's economy booming on the back of record exports or reeling from a property meltdown and tanking consumer confidence? How many of us ...
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When it comes to EVs, people seem to embrace one of two schools of thought. In school one, electric vehicles may have a role to play but that role is limited. Manufacturers should not be required to build them. And citizens should not be required to pay taxes to subsidize purchase of EVs. In school two, the belief is that electric vehicles are, without a doubt, the future. By 2040 the vast majority of all new vehicles will be prope...
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Chinese leaders believe overcapacity across industries including automotive is a cyclical problem that fresh growth will solve. Foreign investors with experience in the PRC see things differently. To them, overcapacity is a direct result of China's planned economy. Not only does massive overcapacity spark price wars inside China, it also threatens to spur an avalanche of exports into markets worldwide, undermining industries and ki...
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We're trying something a little different this week! Michael Dunne recently appeared as a guest on the podcast FACE-OFF: The U.S. vs. China, where he had an insightful and engaging conversation with host Jane Perlez. He enjoyed the discussion so much that he wanted to share it with you. The description below is from the FACE-OFF podcast.

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Back in 2015 the Chinese government declared that they would become the worl...
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Alex Roy and his co-pilots recently made two historic coast to coast trips - California to New York -  in his brand new Model S. Their mission: Measure the efficiency and safety of the Tesla FSD system. How close was Tesla to mastering full autonomy? Roy and Team use two key metrics. The first is the total number of disengagements – whether voluntary or involuntary. The second: How quickly could the system recover after a disengage...
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What are the industrial crown jewels of the future? Most of us can name two of them right away: Chips that power the brains behind everything, including AI. And batteries or energy storage systems. Batteries power not only EVs but have a much wider application in delivering energy to factories and countless military applications. There is a third one that might be just as crucial: magnets. Magnets are produced with materials derive...
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What can we say for sure about China? Many of us can rattle off some incredible statistics.  It is a manufacturing and technology powerhouse. China ran up an astonishing $1 trillion dollar surplus in 2024. China builds more EVs than all other countries combined. And China has enough capacity to supply total global demand for batteries. We know these facts. But what we know much less well is how to engage with Chinese business peopl...
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Europe's aim is to become a global leader in adopting next generation clean technologies. In the first phase, beginning in 2020, the focus was on meeting ambitious emission reductions goals. Four years later, the European Commission is making an important adjustment to its strategy. The new goal is to have Europe be a global leader in adopting and producing those technologies.  They call it the Clean Industrial Deal. Some backgroun...
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Europe wants to go green in a hurry. China has EVs to help Europe achieve their goal faster. What's the problem? The problem is that too many Chinese cars are flooding into France, Germany and Italy And that is putting enormous pressure on Europe's auto industry. Making things worse, European brands' sales are skidding in China, which used to be their forever profit machines.  VW is now talking about closing three plants and laying...
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One of the most significant limiters to EV adoption in America is the dreaded charging experience. Where do I find the nearest station? Wil, the chargers work? Do I need an app? Will I be safe sitting alone in my car for thirty minutes? Who can I call if things go wrong? In this episode, we learn from Christopher Balcom of Schneider Electric that improvements are on the way. Specifically,  the mission  is to simplify the charging e...
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Dr. Daniel Sperling is one of the world's leading experts on electric vehicles. His knowledge runs very deep. Dr. Sperling founded the Institute of Transportation Studies at the University of California, Davis. He has written 13 books, including Two Billion Cars, and published 250 papers. Governor Arnold Schwarzenegger appointed him to the powerful California Air Resources Board, a position he held for 13 years.  Dr Sperling has al...
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Here is a candidate for the single most important development in the global auto industry this year: One of every two new cars sold in China this year will be electric. Half! In the US and Europe, we are experiencing a kind of EV wheel spin. EVs as a share of total sales in America still hover under 10%. Europe is a bit higher at 15%, but the pace of growth has slowed dramatically. Why is EV demand growing so much faster in China t...
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It is no secret that electric cars are fast - very fast. But for many drivers, EVs like Tesla or Lucid - even Porsche -  do not seem to fuel quite the same emotion as sports cars powered by internal combustion engines. To borrow the French term, the piece de resistance seems to be missing. This makes today's buyers ask:  What is the point of driving a sports car if you're not feeling something extraordinary? Toni Piech and Tobias M...
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In his best-selling book, Sapiens, Yuval Noah Harari describes the most important feature that separates human beings from all other species on the planet: Imagination. We have the ability to imagine something that does not (yet) exist, communicate the concept to others and persuade them to believe it. As a concrete example, he cites the limited liability company, an idea first hatched by the Dutch back in the 1600s. Today we are g...
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By now you may have heard the term software defined vehicle. But what does it mean? Tesla was the first to make one. Chinese automakers like NIO and Xpeng followed quickly. Most Western OEMs today are still figuring out how to make them. But what exactly is a software-defined vehicle? How do they work?  Today I am joined on the Driving With Dunne podcast by John Wall, the SVP and Head of QNX Engineering, Product and Operations at B...
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Dr. Ilaria Mazzocco and her colleagues at CSIS found that Chinese subsidies to companies in strategic industries are more than twice as high as in other countries. The numbers are not insignificant. This week, we learned that BYD secured some $3.4 billion in subsidies in 2023 alone.  As a group Chinese automakers have benefited from tens of billions of dollars in supply side and consumer subsidies since 2010. Complicating the pictu...
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The world is in the midst of a monumental transition from fossil fuels to critical minerals. Those critical minerals, like lithium, cobalt and nickel, are the key ingredients in the batteries that power electric cars, cell phones, electric lawn mowers and more. Today, the minerals are extracted from the ground at mining sites around the world. Massive lithium deposits, for example, are located in Australia, Chile and Argentina. Chi...
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By now everyone understands US-China relations are at their worst in 50 years. There is mutual distrust. And mutual animosity. China complains bitterly that America is trying to keep it down. America, meanwhile, is wary of China's new-found aggressiveness. Are the world's two most powerful countries heading for a showdown? If so, how should companies in the West prepare. Stay the course in China? Pare back operations?  Or beat it f...
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What is an autonomous vehicle? And how will we know one when we see one? Today, the picture is pretty confusing. We have all sorts of names out there: autonomous, self-driving, fully self driving, drive pilot, autopilot, blue cruise, super cruise, Sensing 360, Apollo and NGP navigated guided pilot. Further complicating the picture: In recent months, two of the leaders in the autonomous vehicle industry - Cruise and Waymo - have eac...
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It is time to take an honest look at battery technologies. The fact is that batteries that power electric cars today have many limitations. There are limits to the range they can deliver. There are limits to how quickly you can charge them. And there are limits to how many times they can be charged before they start losing their full capacity. And then there are limits to their safety. Lithium-ion battery fires are rare. But once a...
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