Michael Dunne(@dunne_insights):Two and a half years ago Elon Musk warned that without protection, Chinese automakers would “demolish” traditional automakers. He called it. This year Chinese cars are pouring into Europe, more than a million vehicles - forcing an existential reckoning at Volkswagen, Stellantis and others. America is safe for now, protected by sky high tariffs. But that dam will not hold forever. For America’s auto industry to avoid getting swallowed up by China, the nation must look West. Quickly. My op-ed for The San Francisco Standard.

Michael Dunne

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Dunne Insights: Winning in electric and autonomous vehicle markets.

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Michael Dunne@dunne_insights

2026.08.26 13:01

Two and a half years ago Elon Musk warned that without protection, Chinese automakers would “demolish” traditional automakers. He called it. This year Chinese cars are pouring into Europe, more than a million vehicles - forcing an existential reckoning at Volkswagen, Stellantis and others. America is safe for now, protected by sky high tariffs. But that dam will not hold forever. For America’s auto industry to avoid getting swallowed up by China, the nation must look West. Quickly. My op-ed for The San Francisco Standard.