John Paul Helveston @jhelvy.bsky.social · 30/10/2025Consider Japanese automakers in the 1980s: fears about job displacement gave way to knowledge transfer. U.S. manufacturers learned lean production, strengthened their capabilities. Similar for Tesla in China: Built their most efficient factory and drove industry-wide innovation. 1192
John Paul Helveston @jhelvy.bsky.social · 30/10/2025🇪🇺 Europe is pursuing a more strategic approach. CATL is building a $7.6B battery plant in Hungary—100 GWh/year for Mercedes, BMW, VW. BYD is constructing its first European EV factory there too. They're accessing cutting-edge tech while creating local jobs and maintaining oversight. 1243
John Paul Helveston @jhelvy.bsky.social · 30/10/2025Security concerns are real, but blanket bans are counterproductive. Tesla in China shows the model: data localization, restricted operations in sensitive areas, transparent standards. We need smart security protocols, not wholesale exclusion. 1170