China EVs & More

Episode #233 - CES 2026: When AI, Robots, and China Took Over the Auto Narrative

China EVs & More

Show Notes

Kicking off 2026, Tu and Lei return from CES in Las Vegas with firsthand insights into how the global auto industry’s center of gravity continues to shift toward China, AI, autonomy, and robotics. This episode unpacks why CES is no longer about cars, but about who controls the software, silicon, sensors, and robots that will define the next decade of mobility. From Geely and Great Wall’s growing U.S. ambitions, to Hyundai’s robot-only keynote, to Ford’s quiet but meaningful autonomy re...

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