Shift: A podcast about mobility · Automotive News
Automakers, be prepared for China competition in U.S., Larry Dominique says
September 21, 2025·27 min·2 clips
Larry Dominique says legacy automakers are falling into a trap and must build a new airplane while still in flight.
As heard by us
A measured look at China pressure, EV momentum, and the capital squeeze facing legacy automakers.
The episode treats China as a stress test for legacy automakers, and Larry Dominique's remarks give it a clear point of view. It starts with July EV registration data, then narrows to the harder question underneath: how much capex and R&D can these companies really spare while…
Why you'd press play
Get a sober read on how Chinese competition is squeezing legacy OEMs.
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