Mentioned On
Episode Mentions
TBPN · Mar 24, 2026
Peptide Debate Recap, John Ternus Rumors Swirl, OpenAI Nonprofit to Spend $1B | Diet TBPN
“Chinese battery company that major US automakers rely on but can't build US factories”
Apple CEO Succession PlanningPeptide Safety RegulationAI Safety Philanthropy
View AnalysisMoney Rehab with Nicole Lapin · Mar 4, 2026
Legendary Venture Capitalist Bill Gurley on the AI Bubble, Why IPOs Feel Rigged and How to Find Your Dream Job
“Chinese battery manufacturer Gurley likes as investment in clean energy transition”
AI Bubble AnalysisIPO Market DysfunctionCircular Revenue Deals
View AnalysisMIT Technology Review Narrated · Feb 4, 2026
China figured out how to sell EVs. Now it has to deal with their aging batteries.
“China's largest EV battery maker; controls ~25% of global EV battery output; operates 240+ collection depots with 270,000 tonne annual capacity”
EV Battery End-of-Life ManagementBattery Recycling InfrastructureLithium-Ion Battery Degradation
View AnalysisDirectly Current: The EV Politics Podcast · Feb 3, 2026
35: The State of Chinese Cars with Kevin Williams (InsideEVs)
“Chinese battery manufacturer in partnership with Ford for US battery technology development”
Chinese EV technology advancement and product differentiationWestern automaker competitive disadvantage and development inefficiencyUS-China trade policy and tariff impacts on EV market access
View AnalysisAll-In with Chamath, Jason, Sacks & Friedberg · Dec 19, 2025
Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
AI regulation and moratoriumChina EUV lithography breakthroughUS-China AI competition
View Analysis