Everyone has a strategy for the electric, autonomous mobility era, and the gang regularly discusses private sector strategies, but what about nation state competition for the future of transportation? Alex, Kirsten and Ed are joined by Nathan Picarsic of Horizon Advisory to dissect the evolution of China's industrial strategy, from traditional automotive to EVs to AVs and beyond. From Tesla's unique factory deal and recent publicity issues to China's domination of the EV supply chain, geopolitical competition meets mobility technology in this wide-ranging discussion.