The Prof G Pod with Scott Galloway The Case for Making Up with China, and Which Car Company Is Winning the Energy Crisis?
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Apr 24, 2026 A sharp tour through China’s rise as a true superpower, the case for repairing U.S.-China ties, and the carmakers poised to benefit from an energy crunch and EV surge. It also dives into why big cities can be magnets for ambition yet breeding grounds for loneliness, especially for young people.
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The U.S. Should Rebuild Ties With China
- Scott Galloway says the U.S. should kiss and make up with China while pursuing thoughtful trade policy that protects against IP theft and asymmetric advantages.
- He argues U.S. innovation plus Chinese manufacturing would cut global costs by 3% to 10% and create unmatched diplomatic and military leverage.
China Has Already Become A Superpower
- Scott Galloway argues China has already arrived as a superpower, not an emerging one, with dominance in EVs, batteries, solar, robotics, rare earths, and fast industrial deployment.
- He says China regulates for speed while the U.S. regulates for control, and warns Trump's posture pushes countries toward Beijing as the steadier partner.
BYD Looks Like The Next Global Breakout Carmaker
- Scott Galloway sees BYD as the best-positioned winner of the energy crisis, especially outside the U.S., because it delivers most of Tesla's value at far lower cost.
- He compares BYD to Old Navy or Southwest after riding in one in Brazil and says Tesla's lineup now feels stale.