China's Electric Vehicle Market Bubble Is Starting to Deflate

The video discusses the current state of China's electric vehicle (EV) market, highlighting the challenges faced by EV makers due to flat market growth and the end of government subsidies. It explains how the market is becoming more competitive, with dominant players like BYD and Tesla emerging. The video also predicts further consolidation in the market, drawing parallels with the mature US auto market.

Which companies are emerging as dominant players in the Chinese EV market, and what challenges do smaller companies face?

In what ways might the future of the Chinese EV market resemble the US autos market?