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At The Wheel Podcast w/ Tu Le & Joe White

Tu Le & Joe White
China
Electric Vehicles
Tesla
United States
BYD
Tesla, Inc.
Europe
Automotive Industry
General Motors
China's Auto Industry
Canada
Waymo
Porsche
Munich, Germany
United States–mexico–canada Agreement
Baidu Apollo Go
CES
Automotive Software
Michigan
Ferrari Luce

A thoughtful discussion about the future of transportation that highlights companies and individuals moving the sector forward. Pulitzer Prize winning journalist Joe White & Tu Le of Management Consultancy Sino Auto Insights highlight & discuss the most impactful events shaping the global automotive and transportation sectors. www.atthewheel.co

PublishesDailyEpisodes23Founded6 months ago
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ManagementTechnologyBusiness

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Latest Episodes

In this special edition of At The Wheel, Tu Le sits down with two leading design experts—Sam Livingstone (Car Design Research) and Matt McElvogue (Teague)—to break down one of the most polarizing vehicle launches in recent memory: the all-new Ferrari... more

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While much of the automotive industry focuses on slowing EV growth, a much bigger battery story may be unfolding behind the scenes.

In this special edition of At The Wheel, Joe White and Tu Le sit down with Bob Lee, President of LG Energy Solution N... more

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In this special Mackinac Policy Conference edition of At The Wheel, Joe White and Tu Le sit down with Glenn Stevens Jr., Executive Director of MichAuto, to discuss one of the most important questions facing the automotive industry:

Can Michigan rema... more

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In Episode 20 of At The Wheel, Joe White and Tu Le break down one of the biggest stories in the global auto industry: China’s accelerating lead in electric vehicles, software, batteries, and intelligent driving systems.

Fresh off a week in China att... more

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Recent Guests

Sam Livingstone
Head of Car Design Research, design researcher and consultant
Car Design Research
Episode: Ferrari’s Biggest Gamble in Decades? Designers React to the Ferrari Luce | At The Wheel #23
Matt McElvogue
President at TIG, design consultant
TIG
Episode: Ferrari’s Biggest Gamble in Decades? Designers React to the Ferrari Luce | At The Wheel #23
Bob Lee
President of LG Energy Solutions in North America
LG Energy Solution
Episode: The EV Slowdown Is Over? LG Energy Solution’s Big Battery Bet | At The Wheel #22
Glenn Stevens
President/CEO of MichAuto, lead on MichAuto Policy Roadmap
MichAuto
Episode: Michigan’s Auto Industry Is at a Crossroads - Glenn Stevens on China, AI & What Comes Next | At The Wheel #21
Alan Ohnsman
Senior Editor, Forbes
Forbes
Episode: Tesla’s $1.6T Mystery, China’s EV Surge & the Robotaxi Reality Check | At The Wheel #18
Henry Sanderson
Author of Volt Rush, expert on clean energy transition and China-US energy competition
Oxford Institute for Energy Studies (as guest)
Episode: China’s Battery Dominance w/ special guest Henry Sanderson | At The Wheel #16
Steve Levine
Writes the electric newsletter for The Information
The Information
Episode: 2025 In Review | ATW #12
Paul Leinert
Managing Director of Leinert & Company, long-time auto industry analyst
Leinert & Company
Episode: 2025 In Review | ATW #12
Nick Carey
Correspondent with Reuters
Reuters
Episode: How China’s Auto Giants Left GM, VW & Tesla Behind | At The Wheel #4

Hosts

Tu Le
Host of At The Wheel; co-founder of Sino Auto Insights; leveraging deep expertise in auto policy, industry strategy, and OEM ecosystems.
Joe White
Host of the show; Pulitzer Prize-winning journalist with focus on automotive industry, mobility policy, and tech-driven disruption.

Chart Rankings

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Apple Podcasts
#102
Italy/Technology

Talking Points

Recent interactions between the hosts and their guests.

The EV Slowdown Is Over? LG Energy Solution’s Big Battery Bet | At The Wheel #22
Q: What is the outlook for the storage market compared to the EV market, and how durable is the demand for ESS?
The storage market is expected to grow steadily over the next three to five years with robust demand from utilities, data centers, and manufacturing, making it less volatile than EV demand and offering a clearer, longer-term growth path.
Ferrari’s Biggest Gamble in Decades? Designers React to the Ferrari Luce | At The Wheel #23
Q: What are your thoughts on the Ferrari Luce overall? And do you like it?
Sam Livingstone and Matt McElvogue describe two dominant perspectives: the car is not a traditional Ferrari and could be seen as a bold, future-oriented move; meanwhile, they acknowledge the interior craftsmanship and potential influence on design studios, while questioning whether the exterior and branding align with Ferrari's core identity.
Tesla’s $1.6T Mystery, China’s EV Surge & the Robotaxi Reality Check | At The Wheel #18
Q: What role does China play in Tesla's supply chain and future strategy?
China serves as a crucial hub for battery materials, processing, and local manufacturing; it enables access to LFP chemistry and rapid iteration. While Tesla has some domestic capability in the U.S., essential components and materials continue to rely on Chinese suppliers, making the China connection central to its long-term strategy.
Tesla’s $1.6T Mystery, China’s EV Surge & the Robotaxi Reality Check | At The Wheel #18
Q: How has Tesla managed to survive and grow from near collapse to dominating in energy storage?
Tesla benefited from early strategic partnerships, a favorable regulatory environment for credits, and a long-view focus on battery innovations. The company leveraged subsidies and a unique battery approach to build a scalable energy storage business alongside its vehicle lineup, enabling diversification beyond cars.

Audience Metrics

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Frequently Asked Questions About At The Wheel Podcast

What is At The Wheel Podcast about and what kind of topics does it cover?

A thoughtful, data-driven discussion about the future of transportation and mobility, with a focus on automotive innovation, policy, and global market dynamics. Episodes commonly explore how tech, software, supply chains, and geopolitical tensions shape legacy automakers and new entrants alike, often weaving in climate policy, energy trends, and regional comparisons from the US, China, and Europe. Notable throughlines include the rapid integration of AI, robotics, and software in vehicles; the evolving export and manufacturing strategies of Chinese and Western automakers; and policy-driven incentives or constraints that influence investment, talent, and leadership in the sector. The show frequently features veteran automotive reporters, ind... more

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1. China EVs & More
2. The Global Lithium Podcast
3. InsideEVs Plugged-In Podcast
4. Volts
5. Everything Electric Podcast

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At The Wheel Podcast launched 6 months ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on At The Wheel Podcast?

Recent guests on At The Wheel Podcast include:

1. Sam Livingstone
2. Matt McElvogue
3. Bob Lee
4. Glenn Stevens
5. Alan Ohnsman
6. Henry Sanderson
7. Steve Levine
8. Paul Leinert

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