German auto.

2031. The call is on the record on Instagram, 22 July 2026, and in Emerce in 2017. Adapt fast or die another day. Bookmark it.

Not dying, halving. By 2031 the German car industry goes from 6% to 3% of GDP on my call. China wins by making Germany irrelevant, not extinct. I said automotive gets turned completely upside down within 15 years, in Emerce, in 2017. Right on schedule.

Combined operating profit down 76% to $1.9 billion in Q3 2025, the lowest since 2009, according to EY. China, once 39% of their sales, now 29% and falling 30 to 41% in a single quarter. Volkswagen sits third in China behind BYD and Geely, and its own China boss admits young buyers see it as the brand for their parents.

The same disease as the EU: bureaucracy and bad timing. The speed and timing of innovation is vital to competitiveness. Blockbuster ignored it. Kodak ignored it. Now the German car manufacturers. Advertising wins quarters, innovation wins decades. Germany bought quarters. China bought the decade.