James Bond Now Drives a BYD (And Other Things You Should Know) with Michael Dunne
Episode 263
China is quickly becoming the auto industry’s final boss, and Michael Dunne, CEO of Dunne Insights, is here to explain why everyone else in the world is still trying to play catch up. In this episode, we break down: The Trump-Xi Summit which had a huge red carpet but tiny outcomes for autos, BYD’s global glow‑up: from “cheap and cheerful” to Daniel Craig, a black lab puppy, and God’s Eye ADAS. Even James Bond now drives a BYD. And then we visit the whimsical (and totally fictional) “Joint Venture Land” with Stellantis and Dongfeng. Michael calls it a one-way ticket into oblivion, “sleeping in the same bed, dreaming different dreams.” And finally, your brain might explode when you hear this one but: no, you’re not getting a $10K BYD in the U.S. because China wants European style profits, not bargain bin margins. If you think this is just about cheap Chinese EVs, think again. This is a geopolitical street fight and Joint Venture Land might be the scariest theme park of 2026. Don’t miss this episode!
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