by Tu Le & Joe White
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. <br/><br/><a href="https://www.atthewheel.co?utm_medium=podcast">www.atthewheel.co</a>
Language
🇺🇲
Publishing Since
6/30/2025
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June 10, 2026
<p>In this special edition of <strong>At The Wheel</strong>, Tu Le sits down with two leading design experts—<strong>Sam Livingstone (Car Design Research)</strong> and <strong>Matt McElvogue (Teague)</strong>—to break down one of the most polarizing vehicle launches in recent memory: the all-new <strong>Ferrari Luce</strong>.</p><p>Ferrari’s first all-electric vehicle was supposed to mark the future of the legendary Italian brand.</p><p>Instead, it sparked a fierce debate.</p><p>Is the Luce a bold reinvention of Ferrari for the EV era?</p><p>Or has Ferrari strayed too far from the DNA that made it one of the most iconic brands in automotive history?</p><p>The discussion explores:</p><p><strong>🔴 Why the Ferrari Luce is dividing the automotive world</strong></p><p>* Does it still look like a Ferrari?</p><p>* Why many designers believe the exterior abandons core Ferrari identity</p><p>* The challenge of translating Ferrari’s racing heritage into the EV era</p><p><strong>⚡ The Jony Ive & LoveFrom Effect</strong></p><p>* Why Ferrari partnered with legendary Apple designer Jony Ive</p><p>* How consumer electronics thinking influenced the vehicle</p><p>* Whether Apple-style design works in ultra-luxury automotive</p><p><strong>🖥️ The Interior That Could Change Automotive UX</strong></p><p>* Why the Luce’s interior may be more important than its exterior</p><p>* The fusion of physical controls and digital interfaces</p><p>* What Porsche, Mercedes, BMW and others may learn from Ferrari’s approach</p><p>* Why many designers see the interior as a breakthrough</p><p><strong>🇨🇳 The China Factor</strong></p><p>* How Xiaomi, NIO, XPeng and other Chinese EV brands are reshaping expectations</p><p>* Why Ferrari can no longer rely on performance alone</p><p>* The pressure luxury brands face from rapidly advancing EV competitors</p><p><strong>💰 The $650,000 Question</strong></p><p>* Is the Luce worth its staggering price tag?</p><p>* Who is Ferrari actually building this car for?</p><p>* Silicon Valley buyers, tech billionaires and the next generation of luxury consumers</p><p>The result is one of the most fascinating discussions we’ve had on automotive design, luxury branding, technology, and the future of Ferrari.</p><p></p><p>Links:</p><p>Car Design Research: https://www.cardesignresearch.com/</p><p>Teague: https://teague.com/</p><p>Ferrari: https://www.ferrari.com/en-US</p><p><strong>🔎 SEO Keywords (Include in Description)</strong></p><p>Ferrari LuceFerrari EVFerrari electric carJony Ive FerrariLoveFrom FerrariFerrari design reviewFerrari Luce reactionFerrari electric vehiclefuture of Ferrariluxury EV marketautomotive design analysiscar design podcastEV luxury carsFerrari vs Porsche TaycanChinese EV competitionNIO ET9XPeng technologyXiaomi SU7future of luxury automotive</p><p><strong>⏱️ Timestamps</strong></p><p>00:00 Introduction</p><p>00:41 Meet Sam Livingstone & Matt McElvogue</p><p>02:02 First Reactions to the Ferrari Luce</p><p>04:52 Why the Exterior Is So Polarizing</p><p>07:22 Is This Still a Ferrari?</p><p>10:34 Ferrari vs Porsche Taycan Strategy</p><p>13:43 The $650,000 Price Tag Debate</p><p>16:54 Luxury, Brand Identity & Future Buyers</p><p>19:21 How Ferrari Evaluates Design Concepts</p><p>23:18 Did Ferrari Expect This Backlash?</p><p>25:12 Why the Interior Is Getting Praise</p><p>27:46 The UX Breakthrough Hidden Inside the Luce</p><p>31:12 Physical Controls vs Screens</p><p>34:05 What Other Automakers Can Learn</p><p>37:22 Why Automotive UX Is Still Broken</p><p>41:05 China’s Influence on Global Vehicle Design</p><p>44:54 Could Ferrari Have Gone Too Far?</p><p>48:02 Would You Buy One?</p><p>49:10 Final Thoughts</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://www.atthewheel.co?utm_medium=podcast&utm_campaign=CTA_1">www.atthewheel.co</a>
June 5, 2026
<p>While much of the automotive industry focuses on slowing EV growth, a much bigger battery story may be unfolding behind the scenes.</p><p>In this special edition of At The Wheel, Joe White and Tu Le sit down with Bob Lee, President of LG Energy Solution North America, to discuss the future of batteries, energy storage, AI infrastructure, and the next phase of America’s manufacturing transformation.</p><p>Bob shares details on LG Energy Solution’s landmark partnership with DTE Energy—the first large-scale energy storage deployment in Michigan powered by battery cells manufactured in Michigan. More than just another battery project, it represents a major milestone for the state’s energy future and demonstrates how Michigan’s automotive manufacturing expertise is helping power the next generation of energy infrastructure.</p><p>The conversation explores:</p><p>⚡ Why LG Energy Solution is shifting battery capacity from EVs to energy storage</p><p>🔋 The explosive growth of grid-scale battery storage</p><p>🏭 How Michigan-made batteries are creating new opportunities for energy security and economic growth</p><p>🤖 Why AI, data centers, and electrification are driving unprecedented demand for batteries</p><p>🚗 What the future holds for EV adoption, battery chemistry, and affordable electric vehicles</p><p>🇺🇸 The challenge of building a competitive North American battery ecosystem</p><p>🔬 LFP, LMR, NMC, and the technologies shaping the next decade of battery innovation</p><p>As the worlds of transportation, energy, and AI increasingly converge, batteries are becoming one of the most strategically important technologies on the planet.</p><p>The question is no longer whether batteries will matter.</p><p>The question is where the next wave of demand will come from—and who will supply it.</p><p>🎙️ Featuring:</p><p>• Bob Lee, President, LG Energy Solution North America</p><p>• Joe White, High Speed Rodeo</p><p>• Tu Le, Sino Auto Insights</p><p></p><p>Links:</p><p>LG ES: https://lgenergymi.com/</p><p>Sino Auto Insights: https://www.sinoautoinsights.com/</p><p>China EVs & More: https://www.youtube.com/@ChinaEVsandMore</p><p>High Speed Rodeo: </p><p>Sino Auto Insights Weekly: </p><p>#BatteryStorage #EnergyStorage #LGEnergySolution #ElectricVehicles #BatteryTechnology #MichiganManufacturing #DataCenters #ArtificialIntelligence #FutureOfMobility #EnergyTransition #BatterySupplyChain #CleanEnergy #EVBatteries #AdvancedManufacturing #AtTheWheelPodcas</p><p><strong>🔎 SEO Keywords</strong></p><p>LG Energy SolutionBob Lee LGESbattery manufacturing USAenergy storage systemsESS batteriesAI data centers power demandEV battery industryLFP batteriesLMR batteriesCATL competitionBYD batteriesRivian batteriesFord EV batteriesGM battery strategybattery supply chainfuture of batteriesNorth American battery productionfuture of energy storage</p><p><strong>⏱️ YouTube Chapters / Timestamps</strong></p><p>00:00 Welcome & Introduction</p><p>00:20 Meet Bob Lee, President of LG Energy Solution North America</p><p>00:56 The DTE Energy Battery Storage Announcement</p><p>02:40 Why LG Is Pivoting Toward Energy Storage</p><p>04:44 EV Batteries vs Energy Storage Batteries</p><p>07:04 Is Energy Storage More Stable Than EV Demand?</p><p>09:43 Competing with Tesla & Megapack</p><p>11:47 Battery Management Systems Explained</p><p>13:03 Hiring, Talent & New Battery Jobs</p><p>14:26 Data Centers, AI & The Next Battery Boom</p><p>18:01 Why Energy Storage Demand Is Exploding</p><p>20:19 The Future of LFP Batteries</p><p>22:20 LMR, NMC & Next-Generation Chemistries</p><p>24:45 Can EV Demand Rebound?</p><p>26:09 How Much Battery Capacity Does America Need?</p><p>27:57 Advanced Manufacturing & Automation</p><p>28:50 Final Thoughts</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://www.atthewheel.co?utm_medium=podcast&utm_campaign=CTA_1">www.atthewheel.co</a>
June 4, 2026
<p>In this special <strong>Mackinac Policy Conference edition of At The Wheel</strong>, Joe White and Tu Le sit down with <strong>Glenn Stevens Jr., Executive Director of MichAuto</strong>, to discuss one of the most important questions facing the automotive industry:</p><p><strong>Can Michigan remain one of the centers of the global auto industry in the age of AI, automation, electrification, and Chinese competition?</strong></p><p>Glenn shares details about the newly launched <strong>MichAuto Policy Roadmap</strong>, a comprehensive effort designed to ensure Michigan remains competitive as the auto industry undergoes its biggest transformation in more than a century.</p><p>Thank you to Glenn Stevens and the MichAuto team for the invitation to join the conference and the amazing hospitality we received while at Mackinac Island!</p><p>The conversation covers:</p><p><strong>🚗 Michigan’s Auto Future</strong></p><p>* Why Michigan remains the automotive capital of North America</p><p>* The risks of standing still while the industry changes</p><p>* Why Glenn believes the state faces a pivotal moment</p><p><strong>🎓 The Talent & Education Crisis</strong></p><p>* Why Michigan’s education system is one of the industry’s biggest concerns</p><p>* The connection between workforce development and automotive competitiveness</p><p>* How career pathway planning is failing too many students</p><p>* Why the next generation of engineers, software developers, and skilled trades workers matter more than ever</p><p><strong>🇨🇳 China’s Automotive Rise</strong></p><p>* The growing influence of Chinese automakers</p><p>* Why Michigan companies must understand global competition</p><p>* What BYD, XPeng, Geely and others mean for the future of the industry</p><p><strong>🤖 AI, Automation & Silicon Valley</strong></p><p>* Why the competition isn’t just China</p><p>* How software, AI and advanced manufacturing are changing the game</p><p>* The role of technology companies in shaping the future of mobility</p><p><strong>🏭 Manufacturing, Innovation & Policy</strong></p><p>* Why Michigan must leverage its automotive leadership as a platform for broader innovation</p><p>* The importance of advanced manufacturing, research, and engineering</p><p>* What policymakers must do to keep investment and talent in Michigan</p><p>Throughout the conversation, Glenn emphasizes a simple but urgent message:</p><p><strong>The automotive industry isn’t waiting. Michigan can lead the next era—or watch it happen somewhere else.</strong></p><p>Links to:</p><p>MichAuto: https://michauto.org/</p><p>Sino Auto Insights: https://www.sinoautoinsights.com/</p><p>High Speed Rodeo: </p><p>SAI Weekly: </p><p>China EVs & More: https://www.youtube.com/@ChinaEVsandMore</p><p><strong>🔎 SEO Keywords</strong></p><p>Michigan automotive industryMichAutoGlenn StevensMackinac Policy ConferenceDetroit auto industryfuture of mobilityautomotive workforce developmentautomotive education crisisChina EV competitionBYD MichiganXPeng automotiveAI automotive industryautomotive manufacturing jobsMichigan economyadvanced manufacturingautomotive innovationDetroit vs Silicon Valleyautomotive policy roadmapfuture of Michigan automotive industry</p><p><strong>⏱️ YouTube Chapters / Timestamps</strong></p><p>00:00 Welcome from Mackinac Policy Conference</p><p>00:28 What Is the MichAuto Policy Roadmap?</p><p>01:57 Why Michigan Faces a Critical Moment</p><p>03:04 The Urgency Behind the Automotive Roadmap</p><p>05:29 Education: Michigan’s Biggest Competitive Challenge</p><p>07:08 Why Workforce Development Matters</p><p>08:55 Innovation, Research & Michigan’s Future</p><p>10:06 Competing for Talent Globally</p><p>12:28 Career Pathways & Skilled Trades</p><p>15:32 Why This Election Matters for Michigan</p><p>18:24 The Need for Bipartisan Action</p><p>20:03 Competing With China & Global Rivals</p><p>22:20 AI, Silicon Valley & Automotive Disruption</p><p>24:45 Michigan vs The South</p><p>25:36 Final Thoughts from Mackinac</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://www.atthewheel.co?utm_medium=podcast&utm_campaign=CTA_1">www.atthewheel.co</a>
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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. <br/><br/><a href="https://www.atthewheel.co?utm_medium=podcast">www.atthewheel.co</a>
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