Watch on 3SpeakJim Farley, the CEO of Ford, took a trip to China to check out the automotive happenings there. To say he was impressed is an understateemnt. Farley is known for his candor and he was amazed.In this video I dsicuss how Farley is no fully aware of what I have been saying: there are likely two car companies in the future, Tesla and the Chinese.

This is becoming a trend that we are seeing. Within the United States, due to the policies of certain areas, we are seeing migration. It is starting a trend of "2".We already have Wall Street 2 forming in South Florida as many hedge funds and other financial firms have either left New York or at least set up offices there.

Watch on 3SpeakLast month was a record for the amount of BEVs sold as a total of new vehicle sales. It was over 30% (30.8%).In this video I discuss how the narrative of EV sales dying is untrue. We also see Norway, at the other end of the China spectrum in terms of size is over 90%.

This is a story that is reverberating throughout much of the developed world. We are seeing future population declines as a major threat to the survival of many countries.Certainly, this is a complete shift from even 15 years ago when the narrative was overpopulation as the threat to humanity.

Watch on 3SpeakThe EU is looking to protect its auto industry by imposing tariffs on EVs made in China.In this video I go through why this will fail, aside from the fact tariffs never work long term. There are technological reasons which will doom the likes of Volkswagon.

It is no longer hidden.Disruption is often hard to see especially by those within an industry. The reason for this is not because these people are stupid or have their head in the same.Most entities are disrupted due to the fact that stakeholders have interests that are misaligned. Issues arise when those involved fail to step back and see what is really taking place. In other words, they are too immersed in what is right there they fail to register all that is taking place in other areas.