Kevin William is a car journalist. He keeps going to China to drive new Chinese cars, write about what he sees and experiences and feels with his own two hands. But his reports about the rapidly increasing quality of Chinese cars for InsideEVs.com over the last year have been controversial for Western audiences, many of whom simply can’t believe a really easy-to-fathom, if painful concept: Chinese cars aren’t just really good now. They might be better than every other car being made.
This episode isn’t about politics or U.S. ambition—it’s about reality. About what happens when you ignore a competitor for too long, and then wake up to find they’ve leapfrogged you. From the software-defined vehicle myth to the quality gap between Tesla and Chinese EVs, Kevin walks us through how and why the Chinese car industry matured so fast and why so many in the West still don’t get it.
Timestamp:
01:00 – Kevin Williams’ viral “Chinese cars are good” reporting
05:00 – Debunking software-defined vehicles in the West
08:00 – BYD, Xiaomi, and China’s EV quality edge
12:00 – IP theft vs. learning by doing: what’s really going on
18:00 – Nationalism, media backlash, and the fragility of Western auto pride
24:00 – Why OEMs ignored China’s rise—and now regret it
30:00 – Which Chinese brands are actually good? And which are failing?
34:00 – Tesla’s fading advantage in China
38:00 – What U.S. and European automakers need to do—now
Key Topic:
How Chinese EVs leapfrogged Tesla in infotainment and ride quality
Why "IP theft" isn’t the core issue—complacency is
OEMs’ blind spot: millions of sales in China, zero situational awareness
The backlash to truth-telling in auto journalism
InsideEVs’ Kevin Williams on what Western execs won’t say out loud
🔧 Read Kevin's latest: InsideEVs.com
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TOOL OR DIE is hosted by Joel Johnson, former science & tech journalist turned corporate strategist who built brands like Gizmodo, WIRED.com, and Wirecutter; and Alex Roy, General Partner at New Industry Venture Capital (NIVC.us), known for breaking the Cannonball Run record and his work in autonomous vehicles. Each week, they speak with the people actually rebuilding American manufacturing—one machine, one company, one idea at a time.
Follow them at:
LinkedIn: joeljohnson | alexroy
X: @joeljohnson | @alexroy144
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