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Chinese industrial policy

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 2, 2025 by Benedict Evans · across every show →

Everything said about Chinese industrial policy, oldest first

Sep 2, 2025 bearish
Opinion
Evans: Tesla is just another Android phone maker in EV market
“What's happening is that cars are becoming Android with no iPhone, and Tesla is just selling, and in that metaphor, Tesla is just another Android phone maker, and they're competing with the whole Chinese industrial policy.”
Benedict Evans Sep 2, 2025 ▶ 1:11:17 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
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