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2026.2.21 Bloomberg reported that Ford CEO Jim Farley discussed a framework with the White House that would let Chinese EV maker BYD build cars in America through joint ventures with U.S. majority control. It’s pitched as pragmatic competition, but the CCP isn’t a normal market actor. It’s a strategic... show more

NFSC Speaks

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2011: Elon Musk couldn’t stop laughing when the interviewer asked if BYD is a competitor. Q4 2023: BYD surpassed Tesla as the world’s #1 EV maker (in unit sales). And now Elon wants tariffs to protect the US market from the Chinese cars that he once laughed at.

2011: Elon Musk couldn’t stop laughing when the interviewer asked if BYD is a competitor. Q4 2023: BYD surpassed Tesla as the world’s #1 EV maker (in unit sales). And now Elon wants tariffs to protect the US market from the Chinese cars that he once laughed at.

S.L. Kanthan

2,042,842 просмотров • 2 лет назад

China is the second largest market in the world, so of course businesses want access to it. The problem is they don’t play by the same rules. For years, companies have dealt with intellectual property theft, uneven legal systems, and an environment where American businesses don’t get the same protections or leverage Chinese companies receive. That’s the real dilemma, how do you do business with a market that many now see not as a partner, but as a strategic competitor? That’s why tariffs and tougher policies have become part of the conversation. This isn’t about the Chinese people it’s about the actions and ambitions of the Chinese government.

China is the second largest market in the world, so of course businesses want access to it. The problem is they don’t play by the same rules. For years, companies have dealt with intellectual property theft, uneven legal systems, and an environment where American businesses don’t get the same protections or leverage Chinese companies receive. That’s the real dilemma, how do you do business with a market that many now see not as a partner, but as a strategic competitor? That’s why tariffs and tougher policies have become part of the conversation. This isn’t about the Chinese people it’s about the actions and ambitions of the Chinese government.

Kevin O'Leary aka Mr. Wonderful

26,275 просмотров • 2 месяцев назад

MUST SEE CATL Co-Chairman & Co-Founder Pan Jian spoke at the World Economic Forum Annual Meeting in Davos earlier this week at a panel titled "Getting EV Supply Chains Right" where he shared great insights and perspectives into why China is leading the EV revolution, and underscored the global nature of the EV revolution: “It’s not going to be a one-country effort in terms of EVs. It’s going to be a global effort.” I'm putting together a thread of key messages he shared from EV penetration, #LFP penetration, #smartification, public/private sector collaboration, #software, #talent pool. In this clip, he talks about the concept of the "EIV" where the "I" stands for intelligence which is really the important driver for EV penetration, and something that lacks in the U.S. and European markets where the bottleneck lies with #software development capabilities, and he gives a shout to Ford CEO Jim Farley and the difficulty of legacy automakers transformation because of software but eventually they will get it done. He also talks about the huge software engineer talent pool that China has that the Chinese smart EV startups as well as traditional automakers have tapped into to accelerate their transformation to offer the so-called "EIV", mentioning companies like #Tencent and #Alibaba, building off of the experience from internet consumer and smartphone business in the past. 🧵1/4 #wef25 CATL World Economic Forum

MUST SEE CATL Co-Chairman & Co-Founder Pan Jian spoke at the World Economic Forum Annual Meeting in Davos earlier this week at a panel titled "Getting EV Supply Chains Right" where he shared great insights and perspectives into why China is leading the EV revolution, and underscored the global nature of the EV revolution: “It’s not going to be a one-country effort in terms of EVs. It’s going to be a global effort.” I'm putting together a thread of key messages he shared from EV penetration, #LFP penetration, #smartification, public/private sector collaboration, #software, #talent pool. In this clip, he talks about the concept of the "EIV" where the "I" stands for intelligence which is really the important driver for EV penetration, and something that lacks in the U.S. and European markets where the bottleneck lies with #software development capabilities, and he gives a shout to Ford CEO Jim Farley and the difficulty of legacy automakers transformation because of software but eventually they will get it done. He also talks about the huge software engineer talent pool that China has that the Chinese smart EV startups as well as traditional automakers have tapped into to accelerate their transformation to offer the so-called "EIV", mentioning companies like #Tencent and #Alibaba, building off of the experience from internet consumer and smartphone business in the past. 🧵1/4 #wef25 CATL World Economic Forum

Lei 𝕏ing邢磊

110,477 просмотров • 1 год назад

🇨🇳🇺🇸 For decades, China allowed Western auto giants full access to its market. Foreign brands dominated, captured profits, and even set the rules. China didn’t block them - it learned from them, competed, and eventually caught up. Now that Chinese EV makers lead in both tech and price, what does the U.S. do? Ban them. Smear them. Call it “national security.” The same country that once preached free markets now hides behind protectionism. China never banned Western cars. It played the long game. But the U.S., faced with real competition, is running from the field it once ruled. This isn’t about security - it’s about fear. Because once BYD, XPeng, or Huawei-backed EVs enter the U.S., the illusion of American dominance vanishes.

🇨🇳🇺🇸 For decades, China allowed Western auto giants full access to its market. Foreign brands dominated, captured profits, and even set the rules. China didn’t block them - it learned from them, competed, and eventually caught up. Now that Chinese EV makers lead in both tech and price, what does the U.S. do? Ban them. Smear them. Call it “national security.” The same country that once preached free markets now hides behind protectionism. China never banned Western cars. It played the long game. But the U.S., faced with real competition, is running from the field it once ruled. This isn’t about security - it’s about fear. Because once BYD, XPeng, or Huawei-backed EVs enter the U.S., the illusion of American dominance vanishes.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

107,373 просмотров • 1 год назад

The White House says the U.S. can mine nickel and cobalt but cannot process enough of it. That is the bottleneck. We spoke with First Atlantic Nickel about a rare magnetic nickel-cobalt alloy discovery in Atlantic North America that could enable smelter-free processing and help reshore EV supply chains. Investors inquire 👉🏼

The White House says the U.S. can mine nickel and cobalt but cannot process enough of it. That is the bottleneck. We spoke with First Atlantic Nickel about a rare magnetic nickel-cobalt alloy discovery in Atlantic North America that could enable smelter-free processing and help reshore EV supply chains. Investors inquire 👉🏼

Tesla Owners Silicon Valley

178,126 просмотров • 5 месяцев назад

China spent 25 years failing to build a globally competitive domestic car industry through hundreds of billions of dollars of subsidies and forced partnerships. Then they tried something radical. In 2018, they invited Tesla to build a wholly-owned factory in Shanghai. No joint venture required. Chinese officials called it the "catfish effect" - Tesla would force domestic companies to compete or die. The impact was brutal. When Tesla's Model 3 launched in 2020, it quickly became China's best-selling EV. BYD's total vehicle sales actually fell 7.7% that year to just 427,000 units. By competing with the world's best, BYD was forced to address what they were missing: Chinese EVs had great battery tech and software, but the cars weren't appealing. So BYD learned design. Sales exploded. Today BYD sells over 4 million vehicles annually - 10x their 2020 numbers, and more than Tesla globally. America should do the same thing. In the long run, the only way to win high-tech manufacturing is to actually compete against the very best in the world. We should encourage BYD and other leading Chinese companies to build factories in America in exchange for the access to the U.S market. This would allow us to build up process knowledge and the the relevant supply chains domestically, and force American companies to catch up. The alternative is to fall further and further behind. I talked to Arthur Kroeber Arthur Kroeber, one of the sharpest observers of China’s economy, about this and much more. Full episode out tomorrow.

China spent 25 years failing to build a globally competitive domestic car industry through hundreds of billions of dollars of subsidies and forced partnerships. Then they tried something radical. In 2018, they invited Tesla to build a wholly-owned factory in Shanghai. No joint venture required. Chinese officials called it the "catfish effect" - Tesla would force domestic companies to compete or die. The impact was brutal. When Tesla's Model 3 launched in 2020, it quickly became China's best-selling EV. BYD's total vehicle sales actually fell 7.7% that year to just 427,000 units. By competing with the world's best, BYD was forced to address what they were missing: Chinese EVs had great battery tech and software, but the cars weren't appealing. So BYD learned design. Sales exploded. Today BYD sells over 4 million vehicles annually - 10x their 2020 numbers, and more than Tesla globally. America should do the same thing. In the long run, the only way to win high-tech manufacturing is to actually compete against the very best in the world. We should encourage BYD and other leading Chinese companies to build factories in America in exchange for the access to the U.S market. This would allow us to build up process knowledge and the the relevant supply chains domestically, and force American companies to catch up. The alternative is to fall further and further behind. I talked to Arthur Kroeber Arthur Kroeber, one of the sharpest observers of China’s economy, about this and much more. Full episode out tomorrow.

Dwarkesh Patel

424,236 просмотров • 1 год назад

Ford CEO Jim Farley in a recent interview with LA Times: “4-5 years ago we dissected a Tesla and a BYD. It became very clear that our first generation EV’s like Mach-E, and F-150 Lightning were just not going to be competitive so we created a small group in Irvine—none of them came from Ford. They were tasked with coming up with an affordable EV for Americans to compete with what we thought would be the standard; which is Tesla and BYD.”

Ford CEO Jim Farley in a recent interview with LA Times: “4-5 years ago we dissected a Tesla and a BYD. It became very clear that our first generation EV’s like Mach-E, and F-150 Lightning were just not going to be competitive so we created a small group in Irvine—none of them came from Ford. They were tasked with coming up with an affordable EV for Americans to compete with what we thought would be the standard; which is Tesla and BYD.”

Nic Cruz Patane

241,540 просмотров • 4 месяцев назад

🇨🇳 At the Shanghai Auto Show, China’s EV industry is thriving — yet Western media still frames it as a “response” to Tesla, as if China is eternally chasing. In reality, Chinese automakers surpassed Tesla years ago — and never looked back. Today, it’s the West that must “respond” to China. The real story? China’s EV dominance isn’t about stealing designs. It’s about vision, sacrifice, and ruthless competition: • Chinese firms knew they couldn’t beat legacy Western brands in gas cars. • So they bet early and hard on green energy, building the future from scratch. • Meanwhile, the West clung to their fading empires of oil and nostalgia. China didn’t “steal” a market or a technology. China created the future the West was too afraid to build. #ChinaEV #ShanghaiAutoShow #NewEnergy

🇨🇳 At the Shanghai Auto Show, China’s EV industry is thriving — yet Western media still frames it as a “response” to Tesla, as if China is eternally chasing. In reality, Chinese automakers surpassed Tesla years ago — and never looked back. Today, it’s the West that must “respond” to China. The real story? China’s EV dominance isn’t about stealing designs. It’s about vision, sacrifice, and ruthless competition: • Chinese firms knew they couldn’t beat legacy Western brands in gas cars. • So they bet early and hard on green energy, building the future from scratch. • Meanwhile, the West clung to their fading empires of oil and nostalgia. China didn’t “steal” a market or a technology. China created the future the West was too afraid to build. #ChinaEV #ShanghaiAutoShow #NewEnergy

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

27,464 просмотров • 1 год назад

JD Vance on Greenland: Greenland matters to American national security because our entire missile defense relies on security in the Arctic. If a foreign country launched a missile at the United States of America, we would need control over the Arctic in order to shoot that missile down. Our entire missile defense system depends on that Arctic security. The Chinese and the Russians and even the Danes who control Greenland want to control that facility and that land mass. That would make us weaker. That would make our country more endangered. It would mean that if the President were negotiating with a foreign leader, he would have less leverage because they could realistically threaten the sovereignty and territorial safety of the United States of America. We’re not going to let that happen.

JD Vance on Greenland: Greenland matters to American national security because our entire missile defense relies on security in the Arctic. If a foreign country launched a missile at the United States of America, we would need control over the Arctic in order to shoot that missile down. Our entire missile defense system depends on that Arctic security. The Chinese and the Russians and even the Danes who control Greenland want to control that facility and that land mass. That would make us weaker. That would make our country more endangered. It would mean that if the President were negotiating with a foreign leader, he would have less leverage because they could realistically threaten the sovereignty and territorial safety of the United States of America. We’re not going to let that happen.

Clash Report

42,338 просмотров • 6 месяцев назад

BREAKING: Carney, gave a very important hint at the new China relationship & what he negotiated. Everyone missed it. It’s significantly bigger than the 49,000 Chinese-made EVs that will be allowed into the country. He is going to allow China to invest in factories in Ontario. And it’s going to be done through a partnership. I believe that partnership will be through Hyundai. It makes the most strategic sense: Hyundai will then license technology from BYD instead of BYD taking the risk of opening a factory in Canada that could be shut down with a change in government. This will then provide the same opportunity for China to access the full North American market and bypass the US tariffs. That’s the strategy behind it. And the US will see right through it: They will not allow any of those vehicles in their country.

BREAKING: Carney, gave a very important hint at the new China relationship & what he negotiated. Everyone missed it. It’s significantly bigger than the 49,000 Chinese-made EVs that will be allowed into the country. He is going to allow China to invest in factories in Ontario. And it’s going to be done through a partnership. I believe that partnership will be through Hyundai. It makes the most strategic sense: Hyundai will then license technology from BYD instead of BYD taking the risk of opening a factory in Canada that could be shut down with a change in government. This will then provide the same opportunity for China to access the full North American market and bypass the US tariffs. That’s the strategy behind it. And the US will see right through it: They will not allow any of those vehicles in their country.

Mario Zelaya

154,165 просмотров • 6 месяцев назад

Why is Canada on the verge of being annex? Canada has allowed itself to become a national security threat to America, or rather is "harboring" that national security threat. Last June, CCP operatives attempted to smuggle a pathogen into America that could have potentially wiped out 80% of US agricultural land. Not to mention the CCP biolabs they've found through America housing Ebola, Covid and other deadly pathogens. Only a fool would think these same labs aren't throughout rural Canada all along the border. The next time they try, they'll be coming through Canada's wide open Western border. Canada's CSIS (Canadian Security Intelligence Service) had warned about the CCP corrupting Canadian politicians and this fell on deaf ears. MP Micheal Ma, who was born in China crossed the isle to become a Liberal, helping Carney secure his majority government, a government no doubt sympathetic to China, and imposing policies that would benefit China including turning a blind eye to American security concerns, for example allowing CCP EV maker BYD to import Chinese EVs into the Canadian market place. Many think Trump is after Canada's resources, and that may be part of it for US national security reasons, but to think in light of Trump purging the CCP from Panama, Venezuela and Cuba only to allow them to remain on America's northern border, especially with the incoming "Golden Dome" missile defense system, is completely naive. I really wish Canadians would wake up and realize Trump is making moves to PROTECT the western hemisphere and that involves annexing Canada and Greenland in the not to distant future.

Why is Canada on the verge of being annex? Canada has allowed itself to become a national security threat to America, or rather is "harboring" that national security threat. Last June, CCP operatives attempted to smuggle a pathogen into America that could have potentially wiped out 80% of US agricultural land. Not to mention the CCP biolabs they've found through America housing Ebola, Covid and other deadly pathogens. Only a fool would think these same labs aren't throughout rural Canada all along the border. The next time they try, they'll be coming through Canada's wide open Western border. Canada's CSIS (Canadian Security Intelligence Service) had warned about the CCP corrupting Canadian politicians and this fell on deaf ears. MP Micheal Ma, who was born in China crossed the isle to become a Liberal, helping Carney secure his majority government, a government no doubt sympathetic to China, and imposing policies that would benefit China including turning a blind eye to American security concerns, for example allowing CCP EV maker BYD to import Chinese EVs into the Canadian market place. Many think Trump is after Canada's resources, and that may be part of it for US national security reasons, but to think in light of Trump purging the CCP from Panama, Venezuela and Cuba only to allow them to remain on America's northern border, especially with the incoming "Golden Dome" missile defense system, is completely naive. I really wish Canadians would wake up and realize Trump is making moves to PROTECT the western hemisphere and that involves annexing Canada and Greenland in the not to distant future.

Maverich

34,024 просмотров • 2 месяцев назад

The smartest physicist quit physics to build AI. Here’s why that matters. In a recent interview, Demis Hassabis lays out one of the clearest origin stories for modern AI I’ve heard. He starts as a physics kid obsessed with the big stuff: reality, consciousness, why anything exists at all. Feynman was his hero. But then comes the uncomfortable realization: for decades, fundamental physics barely moved. The deepest questions stayed stuck. So he pivots. Not away from truth, but toward leverage. If the human brain is the bottleneck, don’t push harder on the same brain. Build a new one. AI, in his framing, isn’t a product. It’s the ultimate scientific instrument. A tool to smash through the ceiling that human cognition hit in physics, biology, and beyond. And the twist is beautiful: By trying to build intelligence, we’re forced to understand our own. AI becomes both microscope and mirror. This isn’t about apps or chatbots. It’s about finishing the questions physics couldn’t.

The smartest physicist quit physics to build AI. Here’s why that matters. In a recent interview, Demis Hassabis lays out one of the clearest origin stories for modern AI I’ve heard. He starts as a physics kid obsessed with the big stuff: reality, consciousness, why anything exists at all. Feynman was his hero. But then comes the uncomfortable realization: for decades, fundamental physics barely moved. The deepest questions stayed stuck. So he pivots. Not away from truth, but toward leverage. If the human brain is the bottleneck, don’t push harder on the same brain. Build a new one. AI, in his framing, isn’t a product. It’s the ultimate scientific instrument. A tool to smash through the ceiling that human cognition hit in physics, biology, and beyond. And the twist is beautiful: By trying to build intelligence, we’re forced to understand our own. AI becomes both microscope and mirror. This isn’t about apps or chatbots. It’s about finishing the questions physics couldn’t.

VraserX e/acc

77,489 просмотров • 7 месяцев назад

Ferrari’s first EV costs $640,000. At that price, it is not competing with Chinese EVs. It is competing with nostalgia. The problem is that the EV era does not worship engine noise, legacy badges, or old European prestige the same way. It rewards batteries, software, supply chains, smart systems, production efficiency, and cost control. In other words, exactly the battlefield where Chinese automakers are strongest. Ferrari can still sell a brand. But China is selling the future as an industrial product. That is why this feels less like a breakthrough — and more like an old empire arriving late to a war whose rules have already changed.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

12,315 просмотров • 2 месяцев назад

Ari, it’s 2026, and your script is too dusty. While you’re tweeting about 'lack of control,' Vice President JD Vance and a 30-member US delegation are currently heading Islamabad for high-stakes peace talks. If the security were as dire as you suggest, the White House wouldn't have cleared a trip for the VP and top envoys. The reality is that the respected U.S. diplomats present in Pakistan are roaming freely, from the Karakoram Highway to the streets of Karachi. About the government: It’s currently leading the Most Crucial Peace talks, hosting the most critical US diplomatic mission of the decade with full state protocol. So Mr, Step out of the 3×4 Dark chamber and look at the reality on ground. Ari Fleischer

Ari, it’s 2026, and your script is too dusty. While you’re tweeting about 'lack of control,' Vice President JD Vance and a 30-member US delegation are currently heading Islamabad for high-stakes peace talks. If the security were as dire as you suggest, the White House wouldn't have cleared a trip for the VP and top envoys. The reality is that the respected U.S. diplomats present in Pakistan are roaming freely, from the Karakoram Highway to the streets of Karachi. About the government: It’s currently leading the Most Crucial Peace talks, hosting the most critical US diplomatic mission of the decade with full state protocol. So Mr, Step out of the 3×4 Dark chamber and look at the reality on ground. Ari Fleischer

Indus Sentinel Grid

29,077 просмотров • 4 месяцев назад

🇺🇸 White House Crypto Advisor Patrick Witt on the Strategic Reserve "These assets are the new architecture of the financial future." Patrick Witt confirms that the administration is working diligently to implement the Strategic Reserve, which will include #XRP, #SOL, and #ADA alongside #BTC and #ETH. Key takeaways from the #Consensus2026 interview: • A major announcement regarding the Strategic Bitcoin Reserve and Digital Asset Stockpile is expected in the coming weeks. • The U.S. aims to lead in the digital asset space, viewing these assets through the same lens as gold and national currency. • Economic security is being prioritized as a matter of national security. The shift toward a formal U.S. digital asset strategy is well underway. Stay tuned for further updates on this developing story.

🇺🇸 White House Crypto Advisor Patrick Witt on the Strategic Reserve "These assets are the new architecture of the financial future." Patrick Witt confirms that the administration is working diligently to implement the Strategic Reserve, which will include #XRP, #SOL, and #ADA alongside #BTC and #ETH. Key takeaways from the #Consensus2026 interview: • A major announcement regarding the Strategic Bitcoin Reserve and Digital Asset Stockpile is expected in the coming weeks. • The U.S. aims to lead in the digital asset space, viewing these assets through the same lens as gold and national currency. • Economic security is being prioritized as a matter of national security. The shift toward a formal U.S. digital asset strategy is well underway. Stay tuned for further updates on this developing story.

𝗕𝗮𝗻𝗸XRP

63,104 просмотров • 2 месяцев назад

Often in America, it’s a crime to tell the truth about China. I’ve been called a communist lover, a Chinese apologist and much more. I have always said, don’t shoot the messenger, it’s not my fault that they lifted 800 million people out of poverty and built the world’s most advanced infrastructure in just 40 years. It’s not my fault they have a $1 trillion trade surplus are years ahead of the West on nuclear energy technology, have a 70 % share of the global EV market, process 93% of the worlds rare earth minerals, and have one of the most educated population in the world. For the purpose of clarity I thought I’d let Jason Huang (CEO of NVIDIA) tell the story of Chinese innovation, in the hope that we can dispense with this nonsense that America is the only country on earth that matters. IT’S NOT, and it’s this ‘we are the greatest’ mentality that is leading to its decline. A decline not helped by having a convicted criminal in the White House. It is interesting to note that Trump admires Xi, but if Trump was carrying out his corruption in China, he would have been executed by now. Xi is just sitting and watching as a madman sets fire to the future of a once great nation. 🎥 TikTok -

Often in America, it’s a crime to tell the truth about China. I’ve been called a communist lover, a Chinese apologist and much more. I have always said, don’t shoot the messenger, it’s not my fault that they lifted 800 million people out of poverty and built the world’s most advanced infrastructure in just 40 years. It’s not my fault they have a $1 trillion trade surplus are years ahead of the West on nuclear energy technology, have a 70 % share of the global EV market, process 93% of the worlds rare earth minerals, and have one of the most educated population in the world. For the purpose of clarity I thought I’d let Jason Huang (CEO of NVIDIA) tell the story of Chinese innovation, in the hope that we can dispense with this nonsense that America is the only country on earth that matters. IT’S NOT, and it’s this ‘we are the greatest’ mentality that is leading to its decline. A decline not helped by having a convicted criminal in the White House. It is interesting to note that Trump admires Xi, but if Trump was carrying out his corruption in China, he would have been executed by now. Xi is just sitting and watching as a madman sets fire to the future of a once great nation. 🎥 TikTok -

𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰

19,781 просмотров • 2 месяцев назад

🚨 Bill Gates Quietly Seizes Total Control of U.S. Water Supply Bill Gates is quietly joining forces with BlackRock and his longtime ally, Peter Brabeck-Letmathe - the former Nestlé CEO who once said water should not be a human right. Together, they're executing a strategic takeover of America’s most critical resource: the water supply. By cornering the market, Gates and his globalist colleagues are positioning themselves as the gatekeepers of survival. This isn’t just about profit - it’s about control at the most fundamental level. When you control the food, you control the people. But when you control the water? You control life itself.

🚨 Bill Gates Quietly Seizes Total Control of U.S. Water Supply Bill Gates is quietly joining forces with BlackRock and his longtime ally, Peter Brabeck-Letmathe - the former Nestlé CEO who once said water should not be a human right. Together, they're executing a strategic takeover of America’s most critical resource: the water supply. By cornering the market, Gates and his globalist colleagues are positioning themselves as the gatekeepers of survival. This isn’t just about profit - it’s about control at the most fundamental level. When you control the food, you control the people. But when you control the water? You control life itself.

TPV Sean

611,932 просмотров • 1 год назад