Trump & Elon: Unexpected Allies in Fight Against China

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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.

If you like this content I would greatly appreciate your likes and shares!

In this engaging episode, we dive deep into the dynamics of U.S.-China relations with Michael Dunne, a renowned expert in manufacturing and supply chains. The conversation covers a range of topics including the enormous impact of China’s manufacturing prowess, the implications of U.S. tariffs on Chinese imports, and the strategic moves needed for the U.S. to regain its manufacturing stronghold. We explore the cultural and historical factors driving China’s ambition to dominate global markets, as well as the potential for artificial intelligence and labor automation to shift the balance. Michael also provides expert insights into the automotive industry, particularly the emergence of electric vehicles and autonomous driving technologies. Don’t miss this comprehensive look at one of the most critical global economic issues of our time.

00:00 Teaser
01:03 Post-Election Shifts in US-China Relations
02:19 Tariffs and Trade Policies
04:38 China’s Export-Driven Economy
05:43 Potential US-China Automotive Deals
06:29 Challenges for Legacy Auto in the US
07:12 China’s Leverage and Foreign Companies
20:21 The Role of Free Speech and Innovation
33:40 Incentivizing US Manufacturing
34:17 The Role of Tariffs
36:09 Cultural Shifts in Economic Policy
37:38 China’s Manufacturing Dominance
40:57 The Future of US Manufacturing
45:20 China’s Strategic Goals
49:38 The Role of AI and Robotics
57:38 The Most Important Topic

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