Huang: Germany and Japan lack software talent for competitive EVs
TP Huang · Demystifying the Chinese EV market · Jun 20, 2024 · at 35:21
Clean tech analyst TP Huang analyzes structural weaknesses in German and Japanese auto industries during the shift toward software-defined vehicles.
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“Part of the mistake they made is they never had like a really competitive software industry. So when we have this shift going from a mechanical gas car to something that's more electrical and software driven to something that have AI in the future, they don't have the local talent to develop competitive products.”
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