Driving with Dunne

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EV strategy with China in the foreground.

The gist

Driving with Dunne is a business-minded EV and car-technology interview show centered on the forces reshaping tomorrow's cars. Michael Dunn talks with executives, authors, and China-focused guests about markets, manufacturing, software, patents, tariffs, and geopolitical risk.

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About Driving with Dunne

Driving with Dunne is a global electric-vehicle and car-technology business show with China at its center of gravity. Michael Dunn approaches the auto industry as a living contest between companies, governments, supply chains, technologies, and national strategies. The conversations are crisp and commercially grounded. They ask why Chinese automakers are advancing so quickly, why foreign brands have lost ground in China, and how China's overcapacity is turning into export pressure around the world. Episodes range from Xi Jinping's political formation to the economics of brutal EV price wars. The show also follows Chinese automakers pouring into Mexico, with questions about quality, dealer networks, post-sale service, and possible production bases for exports. It looks closely at trade friction. Tariffs, currency shifts, solar panels, batteries, critical minerals, magnets, and shipbuilding all become part of the same industrial map. Driving with Dunne is not only about cars with batteries. It is about cars becoming connected, autonomous, software-defined machines. Episodes on robocar safety and connected-car licensing bring in the invisible systems behind modern vehicles: sensors, software, cybersecurity, cellular patents, royalties, and over-the-air updates. The show also uses books and personal histories to explain larger patterns, from Apple's China experience to the practical realities Western business leaders face when negotiating there. Its style is no-nonsense and often blunt, but the purpose is clarity rather than theater. The recurring Chinese language moments add a compact cultural hook without turning the show away from business analysis. Listeners get the sense of an industry changing faster than its old leaders expected. They also hear why China's manufacturing strength cannot be reduced to cheap labor. Automation, policy discipline, local competition, and hard negotiation keep appearing as root causes. The show fits executives, investors, policy watchers, founders, and curious EV followers who want to understand the strategic terrain behind the headlines. It is strongest when it connects a single market move to a much larger global shift.

Made for: For auto executives, EV investors, policy watchers, and technology listeners who want clear analysis of the global car-technology race. It also suits anyone trying to understand why China now shapes so much of the car business.

What sets it apart: The show treats EVs as an industrial and geopolitical system, not just a consumer technology category. Its edge comes from pairing auto-market detail with China fluency, executive guests, and practical questions about competition.

In their own words

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 C…

Why you'd press play

A Tesla crosses the country; Michael Dunn asks where you'd still need to take the wheel.

Press play if you want

  • to hear a self-driving claim tested against charger stops and human interventions
  • to understand why China's EV price wars persist when factories make too much
Read the full recommendation in PlayNext →
Chinese EV competitionovercapacity and price warsU.S.-China trade tensionsautomotive supply chainsconnected cars and patentssoftware-defined vehiclesMexico as an auto marketrobocar safety and security

Talks about

Best episodes of Driving with Dunne

Short reviews from the PlayNext desk, based on the episodes we processed.

Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come FirstJan 30, 2026

A family history gives shape to a disciplined look at Xi Jinping's rise and aims.

Joseph Torrigian approaches Xi Jinping through the long political life of his father, Xi Zhongshun, whose career ran through five purges and a central role in building special economic zones such as Shenzhen.

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy InstituteDec 11, 2025

A clear look at why China's EV surplus is hard to unwind at home or resolve overseas.

China's electric-vehicle boom becomes a study in a deeper industrial bind: too many factories, thinner profits, price wars, export pressure, and no simple path back to balance.

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.Dec 7, 2025

Luis Lozano weighs Chinese automakers' Mexico push against Toyota's benchmark and the realities of after-sales support.

Mexico is becoming a key pressure point in the car industry's next turn, with Chinese imports rising since 2020 and Chinese automakers weighing the country as a base for reaching the United States.

How China Captured Apple. Patrick McGee, Author, Apple in ChinaAug 28, 2025

A scalper saga turns Apple's China problem into a story of parts, pressure, and political awakening.

Apple's China story is clearest here when it moves through competition rather than brand mythology. Michael Dunn's conversation with McGee uses the China Arc to show how a company can be drawn into investment, shed know-how, then face Chinese rivals at home and abroad.

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank CenterAug 21, 2025

A clear-eyed China business lesson about lost auto sales, hotel sheets, and the need to negotiate twice.

Foreign automakers' fading sales and profits in China give Driving with Dunn a sharper spine than a routine market explainer. Michael Dunn asks what went wrong, and whether some of the damage could have been avoided.

Podcasts like Driving with Dunne

Episodes

  1. 1

    Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First

    Hidden gem

    Driving With Dunn host Michael Dunn interviews Joseph Torigian about Xi Jinping and Torigian’s book The Party’s Interests Come First, which uses Xi Zhongshun’s career to explain Xi’s worldview.

    Jan 30, 2026·47m·3 clips
  2. 2

    Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

    Hidden gem

    Driving with Dunne hosts Michael Dunn and guest Lizzie Lee on China's EV overcapacity, price wars, exports, and why the problem persists into the 2026-2030 policy cycle.

    Dec 11, 2025·53m·3 clips
  3. 3

    Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

    Hidden gem

    Michael Dunn interviews Luis Lozano, former CEO of Toyota de Mexico, about Chinese automakers pushing into Mexico and the U.S.

    Dec 7, 2025·32m·2 clips
  4. 4

    Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

    Hidden gem

    Michael Dunn opens by asking whether Trump's Korea meeting with Xi Jinping and the FT's one-year trade truce change anything beyond the headline.

    Nov 6, 2025·52m·3 clips
  5. 5

    How China Captured Apple. Patrick McGee, Author, Apple in China

    Hidden gem

    Michael Dunn opens Driving With Dunn on Patrick McGee's claim that Apple spent more than $50 billion a year training Chinese suppliers, a figure he compares with the Marshall Plan.

    Aug 28, 2025·57m·4 clips
  6. 6

    What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

    Hidden gem

    Michael Dunn interviews Mitch Presnick, a Harvard Fairbank Center visiting fellow who spent more than 35 years in Asia and built Super 8's Chinese franchise network.

    Aug 21, 2025·56m·4 clips
  7. 7

    How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX

    Hidden gem

    On Driving with Dunne, host Michael Dunn interviews QNX COO John Wall about treating autonomous vehicles as “robots on wheels” built from sensors, software, and decision-making systems.

    Jun 19, 2025·37m·2 clips
  8. 8

    How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle

    Michael Dunn interviews Laurie Fitzgerald, president of Avanci Vehicle, about how 4G and 5G patents reach connected cars through a licensing platform.

    Jun 5, 2025·43m·3 clips
  9. 9

    "China Will Be Dominant And America Will Be Irrelevant." Kyle Chan, Author, New York Times Op-Ed

    Michael Dunn interviews Kyle Chan, author of the New York Times essay “In the Future, China Will Be Dominant, the US Will Be Irrelevant,” about China's industrial rise.

    May 29, 2025·37m·2 clips
  10. 10

    Trump's Tariff Shock Treatment - What's Next? Wendy Cutler, Vice President, Asia Society Policy Institute

    Hidden gem

    Michael Dunn interviews Wendy Cutler of the Asia Society Policy Institute about the Trump administration's tariff blitz and its conflicting goals: revenue, deficit reduction, investment, trade remedies, and negotiating leverage.

    May 8, 2025·31m·2 clips
  11. 11

    Let Only Red Flowers Bloom. Emily Feng, Author and International Correspondent, NPR.

    Michael Dunn asks Emily Feng how ordinary people experience China beyond competing American narratives about industrial power and economic weakness.

    Apr 17, 2025·35m·2 clips
  12. 12

    InEvitable: Inside the Messy Unstoppable Transition to Electrics. Mike Colias, Author & Detroit Deputy Bureau Chief, Autos, Wall St Journal

    Michael Dunn interviews Mike Colias, the Wall Street Journal's Detroit auto reporter and author of Inevitable, about why Ford, General Motors, and Stellantis struggle to build profitable electric vehicles.

    Apr 10, 2025·46m·3 clips
  13. 13

    China Overcapacity: A Permanent Feature, Not A Bug.  Joerg Wuttke, Partner, Albright Stonebridge Group

    Michael Dunn interviews Jörg Wuttke, former BASF China leader and Albright Stonebridge Group partner, about China’s systemic overcapacity.

    Mar 27, 2025·48m·3 clips
  14. 14

    Navigating the U.S.-China Landscape: Michael Dunne Joins FACE-OFF

    Hidden gem

    Driving With Dunne features Jane Perlez and Michael Dunn examining how China became the world’s number-one car exporter in four years, after proposing EV leadership in 2009 and launching Made in China 2025 in 2014.

    Mar 20, 2025·46m·3 clips
  15. 15

    Autonomous Vehicle Cannonball Run Record. Alex Roy, Co-Founder, New Industry Venture Capital

    Hidden gem

    Alex Roy describes two Tesla Model S drives between the Red Ball Garage in Manhattan and the Portofino Inn in Redondo Beach, designed to measure progress toward unsupervised driving rather than travel time.

    Mar 13, 2025·54m·3 clips
  16. 16

    Industrial Crown Jewel Of the Future: Rare Earths-to-Magnets. Dean Evans, Co-Founder, Evolution

    Hidden gem

    Michael Dunn interviews Dean Evans, co-founder of Evolution, about rare-earth processing, magnets, and Western industrial dependence on China.

    Feb 27, 2025·23m·1 clip
  17. 17

    Ensuring Win-Win Doesn't Mean Western Companies Lose Twice. Ken Wilcox, Author and Former CEO Silicon Valley Bank

    Hidden gem

    On Driving With Dunn, Michael Dunn interviews former Silicon Valley Bank chairman and CEO Ken Wilcox about negotiating, operating, and preparing for business in China.

    Jan 30, 2025·45m·4 clips
  18. 18

    Europe: Launching The Clean Industrial Deal. Barbara Glowacka, Cabinet Member, Energy, European Commission

    Michael Dunn interviews Barbara Glowacka of the European Commission about the Clean Industrial Deal and Europe’s dependence on China for solar panels, electric cars, and batteries.

    Nov 22, 2024·48m·3 clips
  19. 19

    Europe Under Maximum (China EV) Pressure: Roger Atkins, Founder, Electric Vehicles Outlook

    Hidden gem

    Michael Dunn interviews Roger Atkins, founder of Electric Vehicles Outlook, about Europe’s conflict between rapid electrification and Chinese EV imports pressuring France, Germany, and Italy.

    Nov 8, 2024·46m·3 clips
  20. 20

    How To Make The (Clunky and Complicated) EV Charging Experience Better. Christopher Balcom, Schneider Electric

    Hidden gem

    Michael Dunne and Christopher Balcom of Schneider Electric examine why Tesla Superchargers feel simpler than Electrify America and ChargePoint stations with multiple responsible companies.

    Oct 31, 2024·39m·2 clips
  21. 21

    History W/ Arnold & Musk, Plus The Future of EVs & Automated Vehicles. Dr. Daniel Sperling, Institute of Transportation Studies UC Davis

    Driving With Dunn host Michael Dunn interviews UC Davis transportation scholar Daniel Sperling about China’s EV rise, California policy, Tesla, and automated vehicles.

    Oct 17, 2024·46m·3 clips
  22. 22

    Getting To More Affordable EVs Starts With Batteries: Vincent Pluvinage, CEO, and K.T. Neumann, Board Members, OneD Battery Sciences

    Hidden gem

    Driving With Dunn host Michael Dunn examines why China reached more than 50% EV sales while the United States remains around 8–9% and Europe below 15%.

    Aug 29, 2024·51m·5 clips
  23. 23

    Building An Electric Sports Car That Ignites Maximum Emotion. Toni Piech, Founder and Tobias Moers, CEO, Piech Automotive

    Michael Dunn interviews Tony Piech and Tobias Moers about the Piech GT, an electric sports car targeted for launch in 2028.

    Jul 11, 2024·55m·3 clips
  24. 24

    What's Web 3.0 & How Will It Make Our (Automotive) Lives Better? Tram Vo/Co-founder/MOBI & Marguerite Watanabe/Founder/Connections Insights

    Jun 20, 2024·28m
  25. 25

    What Exactly Is A Software-Defined Vehicle? John Wall, SVP and Head of QNX Engineering, Product and Operations, Blackberry QNX

    May 23, 2024·47m
  26. 26

    The Secret Superpower of Chinese Automakers? Dr. Ilaria Mazzocco, Senior Fellow, Center for Strategic and International Studies (CSIS)

    Apr 18, 2024·40m
  27. 27

    The Giant Battle Over The Critical Minerals That Power Our Future: Ernest Scheyder, Author, The War Below.

    Mar 28, 2024·45m
  28. 28

    US-China: Bigger Storms Ahead. Jim McGregor, Chairman Greater China, APCO Worldwide

    Mar 14, 2024·46m
  29. 29

    Can Autonomous Vehicles Get Back Up After Knockout Punches? Alex Roy, Principal, Johnson & Roy

    Feb 22, 2024·29m
  30. 30

    Are Silicon Batteries The Next Breakthrough? Rick Luebbe, Founder & CEO, Group 14 Technologies

    Feb 8, 2024·37m
  31. 31

    Meet the Luvly O, A Light Urban Vehicle That Solves A Lot of Problems

    Jan 19, 2024·37m
  32. 32

    What The West Must Do To Match China on Affordable EVs:  Vincent Pluvinage, Karl-Thomas Neumann and James Frith, OneD Battery Sciences

    Three battery experts discuss how Western automakers and governments can reduce EV costs to compete with China's affordable electric vehicles.

    Dec 21, 2023·57m
  33. 33

    China: One Bed, Two Dreams. Ken Wilcox, Former CEO, Silicon Valley Bank.

    Nov 30, 2023·55m
  34. 34

    China's Economy: On The Verge of Collapse – Or Not?  Leland Miller, CEO, China Beige Book

    Nov 9, 2023·38m
  35. 35

    Leveraging AI For Battery Breakthroughs. Jason Koeller, Co-Founder and CTO, Chemix

    Oct 26, 2023·39m
  36. 36

    Chinese Car Exports, Subsidies & Simmering Trade Tensions. Wendy Cutler, Vice President, Asia Society Policy Institute

    Oct 19, 2023·39m
  37. 37

    When Are Hydrogen Fuel Cell Systems Better Than Battery Electrics? Charlie Freese, Executive Director, General Motors

    Oct 5, 2023·35m
  38. 38

    The Blockbuster China Story That Won A Pulitzer  - Part II. David Barboza, Co-Founder, The Wire - China

    Sep 28, 2023·45m
  39. 39

    Writing The Blockbuster China Story That Won The Pulitizer: David Barboza, Co-Founder, The Wire - China - Part 1

    Sep 21, 2023·48m
  40. 40

    From the Volt to the Bolt to the Lucid Air: Tony Posawatz, CEO, Fermata Energy

    Sep 7, 2023·37m
  41. 41

    Chinese Cars & Everything Else: Coming To Your Neighborhood Soon. Jorge Guajardo, Former Mexican Ambassador to China.

    Aug 31, 2023·30m
  42. 42

    Mexico: China's Backdoor Play? Jorge Guajardo, Partner, Dentons Global Advisors & Former Mexican Ambassador to China

    Aug 24, 2023·33m
  43. 43

    She Test Drives 80 Cars a Year. What's Her Verdict? Nicole Wakelin, Creator, The Road Reflected

    Aug 17, 2023·42m
  44. 44

    What BYD Looks Like From the Inside: Carlos Roma, Veteran Executive, BYD do Brazil

    Aug 10, 2023·49m
  45. 45

    China: Dominator In The Global Battery Arms Race. Simon Moores, CEO, Benchmark Minerals Intelligence

    Jul 27, 2023·38m
  46. 46

    Taiwan: China's Salami Slicing Takeover Strategy. With Guest Bethany Allen, Author, Beijing Rules

    Michael Dunn interviews Bethany Allen about China's incremental strategy to take over Taiwan and the global implications for semiconductor supply.

    Jun 29, 2023·34m
  47. 47

    BYD: The Roar of China's EV Powerhouse

    Jun 22, 2023·35m
  48. 48

    Tech Frankenstein Invades The Car: Kathy Rizk, JD Power

    Jun 8, 2023·32m
  49. 49

    America's Booming Battery Belt, Chris Berry, Founder, House Mountain Partners

    Jun 1, 2023·40m
  50. 50

    Mercedes-Benz –The New Software King? Magnus Ostberg, Chief Software Officer, Mercedes-Benz AG

    May 25, 2023·38m